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

Compliance is all about smart new workflows that will pre-fill your tax return, manage assets, add workpapers, documents to your trial balance accounts.

The Compliance page lists all the activity statements and income tax returns for your clients.

Viewing and filtering

To view tax returns and activity statements:

  • for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.
  • for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

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 AE/AO, you'll manage assigned staff from your client's Responsibility tab in AE/AO.
  • To show only clients assigned to a particular partner, select the partner from the Partner drop-down. If you use AE/AO, you'll manage assigned partners from your client's Responsibility tab in AE/AO.
  • To show only clients belonging to a particular family group, select the family group from the Family group drop-down. If you use AE/AO, you'll set up and manage family groups from your client's Family group tab in AE/AO.

To clear all filters, click Reset.

 Adding and deleting

Tax returns and activity statement are grouped by different statuses:

StatusDescription
All unlodgedLists all tax returns or activity statements
Not startedTax returns or activity statements you haven't started working on.
In progressTax returns or activity statements that you're currently working on.
In reviewTax returns or activity statements to be reviewed by yourself or someone in your practice.
Ready for clientTax returns or activity statements reviewed, approved, and ready to send to clients
Pending signatureTax returns or activity statements sent to the client and awaiting their signature.
Ready for lodgeTax returns or activity statements are all approved, signed, and ready to lodge to ATO.
RejectedTax returns or activity statements have been lodged to ATO and were rejected.
LodgedTax returns or activity statements are lodged successfully to ATO

What's next?

Learn about: