Goto

Use the Goto field to navigate easily around the return. Enter the item number into the Goto field and press [Enter] to navigate to that item.

Exit Return

Click Exit Return to close the tax return and return to the MYOB AO window. All open schedules and worksheets will also be saved and closed.

Back

Click Back to close the current window. Any changes made to the current form are saved before closing.

Next Active Item

Click Next Active Item to move to the next active item in the tax return.

Previous Active Item

Click Previous Active Item to move to the previous active item in the tax return.

Preview

Click Preview to view a print preview of the current return.

Summary

Click Summary to view the [Shift + F2] Summary of the entered items. For the return currently being prepared the values entered against the item are displayed. From 2014 onwards, if a return has been prepared in MYOB AO for the immediate prior year, you will see the comparative between the current year value and the last year value.

Estimate

Click Estimate to prepare the detailed [F4] Estimate of the tax payable or refundable for a Company, Individual or Fund returns. For Trust returns the Estimate will be prepared when the Front Cover settings are established and after [F8] Distribution has been performed.

Validate

Click Validate to run the [F3] Validation. The summary is interactive and lists any errors or warnings which have been found by the ELS validity testing.

Edit Completed Form

Forms which have been marked as complete are read-only and cannot be edited. Click Edit Completed Form to remove the read-only status and edit the completed return.

Insert

Click Insert to insert additional lines into a return, where lines may be inserted. For example, you can insert additional lines to Item 7 of the individual return.

Delete

Click Delete to delete any additional rows that have been added to a return. For example, you can delete any additional lines which have been inserted to Item 7 of the individual return.

Schedule

Click Schedule to add a schedule to the selected item. The Schedule button is only available if a schedule can be associated with the item.

Note

Click Note to add or view the notes for the selected item. The Note button is only available if a note can be added to the item.

Amend

After a tax return has been lodged, it will open Read-only. Click Amend Return to create an amendment to a lodged return.

This creates a copy that can be amended. Attach an Amendment Schedule (amd), process and lodge the form.

When amending a Form I prior to 2010 the Amendment Schedule has code ‘ame’.

When amending a return prior to 2010 for a form type other than individual, set the status of the return to ‘Not Lodged’, make the changes and the lodge the amendment by paper.

Properties

Click Properties to view and edit the properties for the return.