- Created by KimP, last modified by MiriamA on Mar 06, 2024
https://help.myob.com/wiki/x/csw6Ag
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Do not delete this page - MYOB Practice navigates to it from within the product
See it in action with a free online course in MYOB Academy.
In this course, we'll take you through the end-to-end process of tracking debts within Corporate Admin.
You can see exactly how much your clients' owe to ASIC, and when payment is due, from the Debts page.
To keep your Debts page up-to-date, we request and download an all companies debt report in the background of your software, every day.
For each client, you can view the type of fee incurred, the amount owing, the due date and if any payment reminders have been sent.
You'll see the following fee types:
- Annual review fee — the annual fee as per your client's annual company statement.
- Late payment fee — ASIC penalty for documents lodged or payments made after the due date.
- Carried forward fee — fees incurred from activities or lodgements outside of MYOB Practice. For example, paper forms or forms lodged from another software.
Not available for carried forward fees.
- Select All clients on My List and click Corporate admin.
- Click Debts. A list of all outstanding debts for clients appear.
- Click the ellipses button for the client debt.
- Choose Download invoice. The invoice and any relevant documentation save to your computer or device.
- Select All clients on My List and click Corporate admin.
- Click Debts. A list of all outstanding debts for clients appear.
- Click the ellipses button for the client debt.
- Choose Send for payment. The Create task page opens.
- Fill in the task fields, then Create task. An email is sent to the users and collaborators you selected, letting them know that you've assigned them a task. You can view the task, resend, or mark it as complete from Tasks in MYOB Practice.
Watch the video to learn how to track fees and if they have been paid.
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Corporate admin - AU
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Managing director identification (ID) numbers - AU
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Known issues in Corporate admin - AU
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Setting up an ASIC agent - AU
- Creating and establishing new entities - AU
- Managing a company - Overview - AU
- Managing a trust - AU
- Managing an SMSF - AU
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Client lodgements - AU
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Annual statements - AU
- Agent lodgements - AU
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Debts - AU
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Review contacts - AU
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Customising document templates - AU
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FAQs: Corporate Admin - AU
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Managing director identification (ID) numbers - AU