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Do not delete this page - MYOB Practice navigates to it from within the product
To view a client's settings, click their name in either the Contacts list or in Client sidebar. Then click the cog () on the top right of the page.
The Client settings page is where you can update coding report preferences and assign an agent to a client.
For all the details about client tax settings, see Setting up your client's Compliance settings - NZ.
For each client, you can assign two types of agent:
Then, when you create a tax return or activity statement for that client, the assigned agent is automatically selected.
To be able to assign an agent, you first need to create an agent in MYOB Practice. Otherwise, you'll see this message in the BAS agent details section:
Click Create a BAS or tax agent first to go to the ATO agent settings page. There, you'll be able to create a tax agent or a BAS agent.
Select an agent from the drop-down.
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Copyright © 2023 MYOB Technology Pty Ltd. This help is a guide only, provided in accordance with our legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.