• You can see your clients' IRD number on the top right of MYOB Practice. This is convenient as a quick reference when you’re working on data reconciliation, tax notices or tax returns. The IRD number is displayed on any page when you select a client from the Contact list or client sidebar.
  

• You can also see your client's IRD number in the Compliance settings page. Select a client on your client sidebar, and click the Settings icon () on the top right of the page.

• You can search for your client’s IRD number in the Search field on the Contact list page. Type in an IRD number and the page will show you the associated client.

  

This information only applies if you have both MYOB Practice and MYOB AE/AO.

You can prepare tax returns for 2019 and prior years in AE/AO on the desktop, but you’ll need to file them via myIR.

You can set the expected filing date in your client's Compliance settings.

Any transactions dated after this date won’t be included in the tax return and tax statement (such as provisional tax paid, transfers and penalties).

The Sync tax return data button sends information between the tax return, tax notice, and data reconciliation to make sure all the data matches.

If you've reconciled or added transactions in Data reconciliation, or created a transfer between entities, you'll need to click the Sync tax return data button to ensure those changes are included in the tax return.

When you click Sync tax return data, the following information is synced from the source to the destination:

You can see when a tax return has last synced at the top of the tax return.

Yes! Documents sent via the client portal can be digitally signed by clients without having to print them.

When the client approves the document, it then comes back into MYOB Practice as the signed version. If you are running MYOB Document Manager, the signed/approved version is uploaded into Document Manager automatically.

Yes! There are multiple ways to do this.

For example, if you want to send financial statements with the tax return when you send the tax return via the portal, you would need to download, then drag and drop into the portal pop up (that already has the Tax return attached).

• Data reconciliation
  From the Data reconciliation, All clients view, you'll only be able to see alerts for clients with unreconciled IR or MYOB transactions. These tax clients with alerts will automatically be sorted to the top of the list.

• Tax notices
  You can use the existing filter to understand which notices are outstanding (i.e. need your action) or are overdue by filtering by due dates and statuses.

You can attach notes or documents which contain comments to any transaction in Data reconciliation.

We'll automatically reconcile transactions where MYOB transactions and IRD transactions are:

• a similar amount (within $0.05 of each other).
• the transactions are dated within 7 days of each other.
• they have the same transaction type.

For example, the following transactions will be automatically reconciled:

This 7-day timeframe was chosen based on user feedback. The date between transactions can't be too far apart to reduce the risk of transactions for the same amount being incorrectly reconciled. 

This 7-day timeframe was chosen based on user feedback. The date between transactions can't be too far apart to reduce the risk of transactions for the same amount being incorrectly reconciled.

In Compliance, there are two ways to view missed payments:

• Go to All clients > Tax notices and filter the tax notices by selecting the Sent status tab. Tax notices won't progress past the Sent status until you manually mark the notices as paid or the client pays (and the payment transaction is reconciled). Learn more.
• Go to All clients > Data reconciliation and review clients with unreconciled MYOB transactions.

MYOB Practice tax works with the Inland Revenue's new gateway filing service. This is the Inland Revenue's new system for filing tax returns.

Other benefits of upgrading to MYOB Practice tax include:

• full screen real-estate for easier navigation
• more flexibility in how you reconcile transactions
• browser-based, so you can work anywhere at any time
• the client Data reconciliation view shows all unreconciled and reconciled IR and MYOB transactions.

There's also no need to take backups of your database as MYOB Practice tax is online, in one screen.

We have free, online, self-serve training modules available in MYOB Academy.

However, if you want a training experience tailored for you and your team, we have consultant-lead training services available at a cost.

We recommend completing the training courses in MYOB Academy first to identify the type of content and training you'd like our consultants to focus on, so we can adapt to the change and accommodate the learning style of your team.

Speak to your account Manager about training options.

Costs will be established depending on the depth of training the team in the practice require.

Our data storage & privacy procedures for MYOB Practice, conform with the current NZ Privacy Act. We're ISO 27001 certified, which is an internationally recognised standard on how to manage information security. We've undergone an independent audit to achieve this certification to ensure the security of our customers' data.

1. Make sure you've activated the contact sync. This lets you access your client data online and is a requirement for upgrading to MYOB Practice tax. The best time to activate contact sync is at the end of the day or week as it can take some time to move your contacts online. See Syncing your contacts for more information.
2. Ensure your practice and client's tax settings are up-to-date, as these settings will be moved online when you upgrade.
3. Keep your AE/AO Tax Manager data reconciliation up to date.
4. Speak to your account manager about the best time to upgrade for your practice

We've re-imagined the workflow, so it might be different to what you're used to in AE/AO Tax.

For example:

• The review and approval process is now visible, so you can track the progress of tax returns and tax notices.
• MYOB Practice tax is integrated with the client portal, so you can send tax returns or tax statements via the portal, directly through MYOB Practice tax.
• All unreconciled and reconciled MYOB, IR transactions are found in the one screen.
• When preparing provisional and terminal tax notices, the tax and voluntary calculations are all found in the one screen.

No. You’ll still be able to view historical tax manager data and tax returns on the desktop.

The upgrade is self-serve, so you can and should upgrade at a time that suits your practice.

There's no cost to upgrade to MYOB Practice tax.

You can start using MYOB Practice tax straight away!

After you've upgraded, you'll start receiving all your Inland Revenue transactions in MYOB Practice. So it's important that you continue to reconcile these transactions in MYOB Practice instead of AE/AO, so you don't need to reconcile them again later.

You can restrict access to clients whose details and tax returns you want to keep confidential in MYOB Practice, by setting up Team Security in your desktop AE/AO software.

If you've already set up Team Security in AE/AO, then those security settings will already apply to your clients and staff in MYOB Practice. This means that only administrators and selected staff members will be able to view or edit the restricted client's details in MYOB Practice.

See Restricting user access to clients for information about what's restricted, and how to apply client restrictions.

The ability to file tax returns is based on each staff member’s level of access in myIR. 

If a staff member has Read only or None access in myIR, they’ll receive the message You aren’t permitted to access this when attempting to file a tax return in MYOB Practice.

To review the access of staff members, log into myIR and go to Manage staff logons.

For more information on different access levels in myIR and how to apply them, refer to the Inland Revenue’s guide to managing staff access and client list access security.