Creating a tax return online - AU

https://help.myob.com/wiki/x/E4IlB

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Need help choosing?

Not sure whether to add or move a return? If your client's previous return was in AE/AO, it's better to move the data online to save time on re-entering previous data. Otherwise, you can add a new return to start fresh.

There are two ways you can create a tax return in MYOB Practice.

Move a tax return from MYOB AE/AO into MYOB Practice—This creates a tax return with data rolled over from the previous year in AE/AO.
Add a new tax return in MYOB Practice—This creates a blank tax return. No data is moved from AE/AO.

If you already have a tax return in MYOB Practice, when creating a new return all the data from the previous year will rollover.

You can move tax return data from MYOB AE/AO to MYOB Practice tax.

Before moving a tax return, make sure you have completed the Getting started steps.

Move a tax return online

For 2022 returns, add a new return in MYOB Practice

Log in to AE/AO.
Go to the client and select the Tax returns tab.
Select to open a tax return. Make sure the tax return is in Not Started status. Move the tax return online window appears.
In the Move the tax return online window, click Move this return online.
Click Launch online after the process has finished successfully.
The Individual tax return opens in MYOB Practice.

Data rolled over when you move returns online

Here's a list of schedules that are moved from the prior-year return in MYOB AE/AO into the MYOB Practice return, so far. We'll be adding more soon:

Return	Schedule
Individual	Rental property
	Motor vehicle expenses
	Work related travel expenses (D2)
	Other work related expenses (D5)
	P2 Description of main business activity
	P3 Number of business activities

Troubleshooting

If the Move the tax return online window is not appearing:

make sure the display settings on your computer is at 100%. To check the settings, right-click on your desktop and go to Display settings and check Scale and layout is 100%.
make sure you're on AE/AO version 5.4.39 or later. See Accountants Office & Accountants Enterprise releases (Australia) for the latest release.
the contact sync status is green. See Syncing your contacts for more information.
the MYOB user who is trying to move the return has permission to do so. See Setting up task permissions
restart your SBR sender service. See Restarting the MYOB Tax SBR Sender Server.
you have entered the agent reference number in the Lodgment tab in AE/AO. See Lodgment tab in Control record

If you're still having the issue, contact support.

If you don't have a tax return in AE/AO and want to start a tax return for a client, you can add a new tax return directly in MYOB Practice.

Things to know

You can add Individual, Company, Partnership and Trust return types from the tax year 2019 onwards.
Currently, a blank tax return will be created with no data (including contact information). We're working on integrating the contact information into the tax returns.
If you have a previous year's tax return online, some data, schedules, and workpapers will rollover. See Data rolled over from the previous year.

Add a new tax return

Select Add new button located in the top right-hand corner.
In the Add form window, select the Client, Type, and Period.
Select Add. A tax return will be created with a Not started status.
Click Start.

Data rolled over from previous year

Here's a list of schedules that are moved from the prior-year return in MYOB AE/AO into the MYOB Practice return, so far. We'll be adding more soon:

Items	Schedules/workpapers
D2 Work related travel expenses D5 Other work related expenses D7 Interest deductionsD8 Dividend deductions D10 Cost of managing tax affairs D13 Deduction for project pool	Deductions schedule
Name Of Property Address Line1 Address Line2 Suburb/Town State Postcode Ownership Percentage Date property first earned rental income	Multi property rental schedule
Losses Primary production losses carried forward from earlier income years Non-primary production losses carried forward from earlier income years
Business P2: Description of main business IndustryCode MainBusinessDescription P5 Business name of main business ABN P6 Business address of main business AddressLine1 AddressLine2 SuburbTown State Postcode
Self Education reason Category A expenses Category B expenses Category C expenses Category D expenses	Work related self education expenses schedule
Make model Date of purchase Year purchased Registration number	Motor vehicle expenses workpaper