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Client non-transaction data is organised into:

  • Data Fields — to the specific data values that are required for the financial statements. These include fields such as the client name and address.
  • Data Category — data fields are grouped using Data Categories. These categories allow quick and easy searching of the data field to be viewed or edited.

Fields marked with an asterisk (*) are linked to the MYOB AE/AO fields only if the practice non-transaction data preferences have been configured and the Associations feature in MYOB AE/AO is used. See Practice non-transaction data preferences for more information.

indicates that the data field is linked to the client’s details in MYOB AE/AO. These linked fields can be edited in Non-Transaction Data in Statutory Reporter. The changes made in Statutory Reporter are not updated to MYOB AE/AO. Click  to reset the changes to the field and return to the MYOB AE/AO data.

Each data field is a certain data type. The data type controls the type of information that can be entered into the data field.

Club or society data fields (NZ)
Data FieldData TypeNotes
Client details
Client NameText

 

Reporting basisList

 

Registered for GST?Checkbox 
Directory
NZBNText 
IRD numberText 
Nature of businessText 
Formation dateDate 
BankersText 
SolicitorsText 
Business address - line 1Text 
Business address - line 2Text 
Business address - line 3Text 
Business address - suburbText 
Business address - postcodeText 
Auditors namesText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
No. of Partners in FirmNumber 
IndependenceText 
Departure from frameworkText 
Accounting Policy - Depreciation Rates

Asset Class

Text 
Depreciation RatesText 
Depreciation MethodText 
Accounting Policy - livestock scheme
Livestock valuation schemeText 
Notes - Borrowings
DescriptionText 
Interest RateText 
Term of the loanText 
SecurityText 
Notes - Disclosures
Taxation Note - Tax RateText 
Securities and guaranteesCheckbox 
Notes - related party
NameText 
RelationshipText 
Type of TransactionText 
This YearNumber 
Last YearNumber 
Not-for-profit - Service performance outcomes and measures
Name of outcome or measureText 
This yearNumber 
Last yearNumber 
Company data fields
Data FieldData TypeNotes
Client details
Client NameText

 

(AU) ABN

Text 
(NZ) Reporting basisList

 

(NZ) Look-through company?Checkbox 
(NZ) Registered for GST?Checkbox 
(AU) Business Address - Line 1Text 
(AU) Business Address - Line 2Text 
(AU) Business Address - Line 3Text 
(AU) Business Address - SuburbText 
(AU) Business Address - StateText 
(AU) Business Address - PostcodeText 
(AU) Business Address - CountryText 
(NZ) Directory
NZBNText 
Company numberText 
IRD numberText 
Nature of businessText 
Incorporated dateDate 
Issued capitalText 
BankersText 
SolicitorsText 
Registered office addressList 
Registered office 1Text 
Registered office 2Text 
Registered office 3Text 
Business address - line 1Text 
Business address - line 2Text 
Business address - line 3Text 
Business address - suburbText 
Business address - postcodeText 
Auditors namesText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
Number of Partners in FirmNumber 
(NZ) IndependenceText 
(NZ) Departure from frameworkText 
(NZ) Shareholders
Shareholder's NameText 
Class of SharesText 
Number of SharesNumber 
Include?Checkbox 
(AU) Declaration
Signed DateDate 
Directors
Director's NameTextLinked to name of the Director from the Associated tab*.
Director is SignatoryCheckbox 
(AU) ChairpersonCheckbox 
(AU) Present at Directors MeetingCheckbox 
(AU) Apology Directors meetingCheckbox 
(AU) Present at AGMCheckbox 
(AU) Apology for AGMCheckbox 
(AU) Elected AGMCheckbox 
(NZ) Include?Checkbox 
(NZ) Director Sign DateDate 
(NZ) RemunerationNumber 
(NZ) Profit or loss statement
Print depreciation after 'net profit before depreciation'CheckboxDisplays depreciation after Net profit before depreciation in the profit or loss statement and the 5-year trend report.
(NZ) Accounting Policy - Depreciation Rates

Asset Class

Text 
Depreciation RatesText 
Depreciation MethodText 
(NZ) Accounting Policy - livestock scheme
Livestock valuation schemeText 
(NZ) Notes - Borrowings
DescriptionText 
Interest RateText 
Term of the loanText 
SecurityText 
(NZ) Notes - Disclosures
Taxation Note - Tax RateText 
ICA - opening balanceNumber 
ICA - closing balanceNumber 
Securities and guaranteesCheckbox 
(NZ) Notes - related party
NameText 
RelationshipText 
Type of TransactionText 
This YearNumber 
Last YearNumber 
(NZ) Not-for-profit - Service performance outcomes and measures
Name of outcome or measureText 
This yearNumber 
Last yearNumber 
(NZ) Resolutions of directors
Date of directors meetingDate 
Time of directors meetingText 
Select address for the directors meetingList 
Other addressText 
Date of dividendDate 
(NZ) Resolutions of directors - guarantees
GuarantorText 
Guarantor's feeNumber 
(NZ) Minutes of shareholders AGM
Date of shareholders meetingDate 
Time of shareholders meetingText 
Select address for the directors meetingList 
Other addressText 
(AU) Authorisation Date
Authorisation DateDate 
(AU) Income Statement Options
Separate Appropriation Statement?Checkbox 
Change 'Net Profit' descriptionText 
Minutes of Meeting

Date of Directors/Trustees meeting

Date 

Time of Directors/Trustees meeting

Text 

Select Address for Directors/Trustees meeting

List 

Other address

Text 

Date of AGM

Date 

Time of AGM

Text 

Select Address for AGM meeting

List 

Other address - AGM

Text 

Frank Account Rate

Number 

Dividend Declared Date

Date 

Remuneration Report

Checkbox 
Individual data fields
Data FieldData TypeNotes
Client details
Client NameText

 

(AU) ABN

Text 
(NZ) Registered for GST?Checkbox 
(AU) Business Address - Line 1Text 
(AU) Business Address - Line 2Text 
(AU) Business Address - Line 3Text 
(AU) Business Address - SuburbText 
(AU) Business Address - StateText 
(AU) Business Address - PostcodeText 
(AU) Business Address - CountryText 
(NZ) Directory
NZBNText 
IRD numberText 
Nature of businessText 
Formation dateDate 
BankersText 
SolicitorsText 
Business address - line 1Text 
Business address - line 2Text 
Business address - line 3Text 
Business address - suburbText 
Business address - postcodeText 
Auditors namesText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
No. of Partners in FirmNumber 
(NZ) IndependenceText 
(NZ) Departure from frameworkText 
(AU) Declaration
Signed DateDate 
(AU) Authorisation Date  
Authorisation DateDate 
(NZ) Accounting Policy - Depreciation Rates

Asset Class

Text 
Depreciation RatesText 
Depreciation MethodText 
(NZ) Accounting Policy - livestock scheme
Livestock valuation schemeText 
(NZ) Notes - Borrowings
DescriptionText 
Interest RateText 
Term of the loanText 
SecurityText 
(NZ) Notes - Disclosures
Taxation Note - Tax RateText 
Securities and guaranteesCheckbox 
(NZ) Notes - related party
NameText 
RelationshipText 
Type of TransactionText 
This YearNumber 
Last YearNumber 
Partnership data fields
Data FieldData TypeNotes
Client details
Client NameText

 

(NZ) Registered for GST?Checkbox 

(AU) ABN

Text 
(AU) Business Address - Line 1Text 
(AU) Business Address - Line 2Text 
(AU) Business Address - Line 3Text 
(AU) Business Address - SuburbText 
(AU) Business Address - StateText 
(AU) Business Address - PostcodeText 
(AU) Business Address - CountryText 
(NZ) Directory
NZBNText 
IRD numberText 
Nature of businessText 
Formation dateDate 
BankersText 
SolicitorsText 
Business address - line 1Text 
Business address - line 2Text 
Business address - line 3Text 
Business address - suburbText 
Business address - postcodeText 
Auditors nameText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
Number of Partners in FirmNumber 
(NZ) IndependenceText 
(NZ) Departure from frameworkText 
(AU) Declaration
Signed DateDate 
Partners  
Partner's nameTextLinked to name of the Partner from the Associated tab*.
Partner is signatoryCheckbox 
(NZ) Include?Checkbox 
(NZ) Partner sign dateDate 
(AU) Authorisation Date  
Authorisation DateDate 
(NZ) Accounting Policy - Depreciation Rates

Asset Class

Text 
Depreciation RatesText 
Depreciation MethodText 
(NZ) Accounting Policy - livestock scheme
Livestock valuation schemeText 
(NZ) Notes - Borrowings
DescriptionText 
Interest RateText 
Term of the loanText 
SecurityText 
(NZ) Notes - Disclosures
Securities and guaranteesCheckbox 
(NZ) Notes - related party
NameText 
RelationshipText 
Type of TransactionText 
This YearNumber 
Last YearNumber 
Trust data fields
Data FieldData TypeNotes
Client details
Client NameText

 

(NZ) Reporting basisList 
(NZ) Registered for GST?Checkbox 

(AU) ABN

Text 
(AU) Business Address - Line 1Text 
(AU) Business Address - Line 2Text 
(AU) Business Address - Line 3Text 
(AU) Business Address - SuburbText 
(AU) Business Address - StateText 
(AU) Business Address - PostcodeText 
(AU) Business Address - CountryText 
(NZ) Directory
NZBNText 
IRD numberText 
Nature of businessText 
Formation dateDate 
Settlement dateDate 
SettlorText 
BankersText 
SolicitorsText 
Business address - line 1Text 
Business address - line 2Text 
Business address - line 3Text 
Business address - suburbText 
Business address - postcodeText 
Auditors nameText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
Number of Partners in FirmNumber 
(NZ) IndependenceText 
(NZ) Departure from frameworkText 
(AU) Declaration
Signed DateDate 
(AU) Directors  
Director's NameTextLinked to name of the Director from the Associated tab*.
Director is SignatoryCheckbox 
ChairpersonCheckbox 
Present at Directors meetingCheckbox 
Apology Directors meetingCheckbox 
Present at AGMCheckbox 
Apology for AGMCheckbox 
Elected AGMCheckbox 
Trustees
Trustee's NameTextLinked to name of the Director from the Associated tab*.
Trustee is SignatoryCheckbox 
(AU) Present at Trustee meetingCheckbox 
(AU) Apology at Trustee meetingCheckbox 
(AU) Present at AGMCheckbox 
(AU) Apology at AGMCheckbox 
(AU) Elected AGMCheckbox 
(AU) ChairpersonCheckbox 
(NZ) Include?Checkbox 
(NZ) Trustee sign dateDate 
Beneficiaries
Beneficiary’s nameText 
Net Income DistributedNumber 
Income Distribution PercentageNumber 
Capital GainsNumber 
InterestNumber 
InvestmentNumber 
Beneficiaries - Other Information
Distribution of Income - Remainder of net IncomeNumber 
Distribution of Income - Percentage DisclosureText 
Trust - Other Information
Trustee TypeList 
Trustee Company nameText 
Trustee Company ABN numberText 
Minutes - Distribution of IncomeList 
(AU) Authorisation Date  
Authorisation DateDate 
(AU) Income Statement Options
Separate Appropriation Statement?Checkbox 
Change 'Net Profit' descriptionText 
(AU) Minutes of Meeting
Date of Directors/Trustees meetingDate 
Time of Directors/Trustees meetingText 
Select Address for Directors/Trustees meeting

List

 
Other addressText 
Date of AGMDate 
Time of AGMText 
Select Address for AGM meetingList 
Other address - AGMText 
Frank Account RateNumber 
Divident Declared DateDate 
Remuneration ReportCheckbox 
(NZ) Accounting Policy - Depreciation Rates

Asset Class

Text 
Depreciation RatesText 
Depreciation MethodText 
(NZ) Accounting Policy - livestock scheme
Livestock valuation schemeText 
(NZ) Notes - Borrowings
DescriptionText 
Interest RateText 
Term of the loanText 
SecurityText 
(NZ) Notes - Disclosures
Taxation Note - Tax rateText 
Securities and guaranteesCheckbox 
(NZ) Notes - related party
NameText 
RelationshipText 
Type of TransactionText 
This YearNumber 
Last YearNumber 
(NZ) Not-for-profit - Service performance outcomes and measures
Name of outcome or measureText 
This yearNumber 
Last yearNumber 
(NZ) Trust minutes
Date of trustees meetingDate 
Time of trustees meetingText 
Select address for the trustees meetingList 
Other addressText 
Address of residenceText 
(NZ) Trust minutes - gifting
DescriptionText 
DateDate 
AmountNumber 
(AU) Association data fields
Data FieldData TypeNotes
Client details
Client NameText

 

ABN

Text 
Business Address - Line 1Text 
Business Address - Line 2Text 
Business Address - Line 3Text 
Business Address - SuburbText 
Business Address - StateText 
Business Address - PostcodeText 
Business Address - CountryText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
Number of Partners in FirmNumber 
Declaration
Signed DateDate 
Authorisation Date
Authorisation DateDate 
Association State
Association StateList 
Association address details
Association Addr 1Text 
Association Addr 2Text 
Events Occurring Accounting Policy
Events Occurring Accounting PolicyText 
Number of Committee Members
Number of Committee MembersNumber 
Members of Association
Committee Member NameText 
Committee Member RoleList 
Committee SignatoryCheckbox 
Auditor's details
Auditor's NameText 
Auditor's AddressText 
Auditor's DateDate 
Auditor's Compliance RequirementText 
Committee's Date
Committee's DateDate 
Principal Activities
Principal ActivityText 
Income Statement Options
Separate Appropriation Statement?Checkbox 
Change 'Net Profit' descriptionText 
(AU) Super Fund data fields
Data FieldData TypeNotes
Client details
Client NameText

 

ABN

Text 
Business Address - Line 1Text 
Business Address - Line 2Text 
Business Address - Line 3Text 
Business Address - SuburbText 
Business Address - StateText 
Business Address - PostcodeText 
Business Address - CountryText 
Compilation Report
Firm NameTextLinked to name of the company on the Responsibility tab.

Firm Address - Line 1

TextLinked to Address (Address field 1) of the office on the Responsibility tab.

Firm Address - Line 2

Text

Linked to Address (Address field 2) of the office on the Responsibility tab.

Firm Address - Line 3

TextLinked to Address (Address field 3) of the office on the Responsibility tab.

Firm Address - Suburb

TextLinked to Address (Town field) of the office on the Responsibility tab.

Firm Address - State

TextLinked to Address (County field) of the office on the Responsibility tab.

Firm Address - Post Code

TextLinked to Address (Postcode field) of the office on the Responsibility tab.

Firm Address - Country

TextLinked to Address (Country field) of the office on the Responsibility tab.
Signed ByTextLinked to latest Partner name on the Responsibility tab.
Signed DateDate 
Number of Partners in FirmNumber 
Declaration
Signed DateDate 
Directors  
Director’s NameTextLinked to name of the Director from the Associated tab*.
Director is SignatoryCheckbox 
ChairpersonCheckbox 
Present at Directors meetingCheckbox 
Apology Directors meetingCheckbox 
Present at AGMCheckbox 
Apology for AGMCheckbox 
Elected AGMCheckbox 
Trustees
Trustee’s NameTextLinked to name of the Director from the Associated tab*.
Trustee is SignatoryCheckbox 
Present at Trustee meetingCheckbox 
Apology at Trustee meetingCheckbox 
Present at AGMCheckbox 
Apology at AGMCheckbox 
Elected AGMCheckbox 
ChairpersonCheckbox 
Trust Deed date
Trust Deed dateDate 
Authorisation Date
Authorisation DateDate 
Independent Auditor's Report
Independent Auditor's ReportList 
Details Qualification Compliance  
Details Qualification ComplianceText 
Additional Section Regulations Compliance  
Additional Section Regulations ComplianceText 
Details Qualification Financial  
Details Qualification FinancialText 
Audit Evidence  
Audit EvidenceText 
Self-managed superannuation fund details  
Self-managed Superannuation NameText 
AUS Business Number / Tax File NumberNumber 
Registered AddressText 
Approved SMSF auditor details  
AuditReport Signed NameText 
Auditor Firm NameText 
Auditor Firm AddressText 
SMSF Auditor Number SANText 
Subsequent Events  
EventMemoText 
Vested benefits note  
TY amountText 
LY amountText 
Member’s information statement 01, 02, 03, 04
Death BenefitNumber 
TPD BenefitNumber 
Withdrawal BenefitNumber 
Total Death BenefitNumber 
Total TPD BenefitNumber 
Required PreservedNumber 
Restricted Non PreservedNumber 
Unrestricted Non PreservedNumber 
Death Benefit surchargeNumber 
Rate Net Fund EarningsNumber 
Surcharge Debt AccBal BeginNumber 
Amt Debited Super Cont SurchargeNumber 
Amt Interest DebitedNumber 
Tax Free ElementNumber 
Taxable Taxed in FundNumber 
Taxable Untaxed in FundNumber 
Components NoteText 
Contact Details Name and AddressText 
Contact Details Phone Contact NameText 
Contact Details Phone Contact NumberText 
Data types and parameters
Data Type
Parameters
Checkbox
Click to select or deselect.
Date
The format of the date reflects the computer settings. Select a date from the calendar popup.
ListSelect an option from the available list in the drop-down.
Number
Enter any numerical values into this field to a maximum of 13 characters.
Text
Text fields accept any standard keyboard characters.