Partnership and Trust tax returns

Find out how to complete a trust, or partnership tax returns.

Entering data into the tax return

• Enter data into some of the fields on the Tax return page. Use the navigation options on the right of the Tax return page to jump straight to the section you want to view or update.

• If a label is greyed out, it means that you need to use a schedule or a workpaper to enter data into that label. To make it easier you can select the Related schedule/workpapers  link located next to the tax return item. This will open the schedule or workpaper you need in order to complete the label.

• Use the ATO lodgable schedules to enter values in a label. These schedules are lodged with the tax return.

• use Tax workpapers to enter values in a label. These are specific to each tax return type are not lodged with the tax return.

Completing the tax return

Once you've entered the data in the tax return, follow the workflow to review, complete and lodge the tax return.

• Tax returns

• Validate, review and approve a tax return - AU

• Printing an estimate and tax return, including workpapers and schedules - AU

• Sending a tax return for client review - AU

• Lodging a tax return - AU

• Validation errors in MYOB Practice tax - AU

Deleting a tax return

After you delete a tax return in MYOB Practice, you can access the return in MYOB AE/AO.

• Deleting a tax return