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Working with Tax (Australia)

This section shows how you use MYOB AO to process tax returns.

See the MYOB AO Online Help for more detailed instructions on using MYOB AO. Online Help can be accessed by pressing [F1] or by clicking the Help button from within MYOB AO.

Task	Description	See Help page
Open and log in to MYOB AO	To use the features of MYOB AO you must first log in to the application.	Logging into MYOB AO
Find/Create the client	Clients are individuals or companies for which the practice carries out work. You must find an existing client to which to associate a return or create a new client.	Finding an existing client and Creating a client.
Create new or open existing return	To open a new tax return or open existing tax return	Creating and opening returns.
Enter data into the return	Entering the data in the tax return	Entering data
Review the data entry	Review the data entry in your tax return	Viewing a summary of entered items (AU) and Viewing the taxation estimate (AU)
Validate and complete the return	After reviewing the data entry you must validate the return. MYOB AO validates return data to ensure that ELS edit tests are met. MYOB AO will provide a list of the ELS validation errors, notes and warnings detected in the return and schedules attached to the return. All validation errors must be corrected before MYOB AO will pass the return for ELS lodgment.	Validating and completing a tax return (AU)
Print return and send to the client for review	Print your tax return and send it to your client for review and signature.	Printing a return (AU)
Lodge the return	Lodging the return using PLS	Lodging using PLS in Lodgment Manager
Tax pages	Tax pages provide access to many frequently used tasks in Tax without needing to open the tax return or activity statement	Tax pages (AU)

Common features

Other commonly used return processing features in MYOB AO include:

Feature	Description
Retain Schedule Data (RSD)	See Creating a return.
Entering Notice of Assessment (NOA) details	See Entering assessment details.
Creating BAS and IAS returns in PLS	See Getting started with PLS activity statements.
New Clients	See Creating prior year tax returns.
Bulk Return Edit	See Bulk return edit
Amending income tax or FBT returns	See Amending lodged returns.
Monitor the preparation of returns in your practice	See Monitoring tax preparation.
Tax reports	See Tax reports.
New users to processing tax returns in MYOB AO	Refer to Tax Quick Reference (AU).

Related topics

PS Help: Getting Started Home

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Working with Tax (Australia)

Common features

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Using MYOB AO

Clients

Recording time & disbursements

Using Jobs

Bills

Debtors

Reporting

Tax Australia

Tax Manager (NZ)

Administration

Maintenance