Compliance list - NZ

https://help.myob.com/wiki/x/NAxMAw

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Do not delete this page - MYOB Practice navigates to it from within the product

New Zealand only

The Compliance list page lists all income tax returns for your clients.

To view tax returns for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.

To view tax returns for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

Finding a tax return

From the single client view, you can filter the tax return by period and tax return type.

From the All clients view, you can use filters to search by a particular client, period, and type of tax return, and other options:

To show only clients assigned to a particular staff member, select the staff member from the Staff member drop-down. If you use MYOB AE/AO, you manage assigned staff from your client's Responsibility tab in AE/AO. If you’re using MYOB Practice without having previously migrated from AE/AO, you can’t assign staff as partners or managers, so all staff will appear as Team member in the filter.
If you use MYOB AE/AO, to show only clients assigned to a particular partner, select the partner from the Partner drop-down. You manage assigned partners from your client's Responsibility tab in AE/AO.
If you use MYOB AE/AO, to show only clients belonging to a particular family group, select the family group from the Family group drop-down. You set up and manage family groups from your client's Family group tab in AE/AO.

To clear all filters, select Reset.

Tax returns are grouped by different statuses.

Tax return status	Description
All unfiled	Lists all the tax returns.
Not started	Newly added tax returns with no data entered.
In progress	Tax returns that you're currently working on.
In review	Tax returns are being reviewed by yourself or someone in your practice.
Ready for client	Tax returns have been reviewed and ready for the client to check.
Pending signature	Tax returns have been sent to the client and awaiting their signature.
Ready for file	Tax returns are all approved and ready for filing to IR.
Rejected	Tax returns have been filed to IR and were rejected.
Filed	Tax returns are filed successfully to IR.