Print jobs for tax forms determine what is included in the standard printing for returns, forms, estimates, letters and invoices. These default settings can be overridden by user preferences or manually when printing a selected return.
An index of standard print jobs are provided with MYOB AO. These include: Bank Draft Final Other Review.
These print jobs can be configured to suit your requirements. See Default print jobs for more information on the properties of each of the default print jobs. | UI Expand |
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| title | How to access and edit the default print options |
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| - Open a return. See Opening an existing return. The return opens in a new window.
- Select Utilities > Practice > Practice default options > Print options. The Print Tax Form Options window opens. The window lists the default print jobs which are available in MYOB AO Tax.
An  appears next to the print job which has been set as the default. This is the print job which is automatically selected when printing a return. To set another print job as the default print job, click to select the print job and click Set default. - Click to select the print job you want to edit.
- Click Properties. The Print Options window opens.
- Configure the default print options for the practice. See Print Options below for further information on the options available on the Copies, Attributes, Estimates, Letter, Invoice, and Name tabs in the Print Options window.
- Click OK.
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Print OptionsThe following section details the options that can be configured as practice defaults on the Print Options window. Copies tabOn the Copies tab select the number of copies of each component to be printed. You can configure the number of copies for the following components: Estimates — specifies | Component | Description |
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| Estimates | Specifies the number of copies of the estimate that will be produced. On the Estimates tab select to print either, the Formal estimate or the detailed (working) estimate or both and various calculation audit trails. | | Electronic Lodgment Declaration |
| Specifies the number of copies of the declaration that will be produced. On the Attributes tab how the declarations are printed may be further specified. | | Client copy |
| Specifies the number of copies of the form, ATO schedules (such as lodgable schedules), AE Tax worksheets and Notes that will be produced. On the Attributes tab how these are printed may be further specified. | | Letter |
| Specifies the number of copies of the letter that will be produced. On the Letter and Invoice tab select the layouts to be used when printing these documents. | | Substantiation declaration |
| Specifies the number of copies of the Substantiation declaration that will be produced. This is applicable to individual taxpayers and covers work, car, business and travel expenses. Many practices select to print this substantiation declaration with the client’s return, and have them sign it when they sign their tax return. | | Invoice |
| Specifies the number of copies of the practice default invoice that will be produced. |
The invoice amount and amount paid can be reported in letters or invoices. There is no audit trail.
The GST inclusive invoice amount and the amount paid for the return are entered in the Return Properties Invoice tab.On the Letter and Invoice tab select the layouts to be used when printing these copies. |
Attributes tabOn the Attributes tab control what exactly will be included when printing. Check the checkbox to select the option. The options on the Attributes tab include: | Option | Description |
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| Validate for ELS |
| Validate the return for lodgment prior to printing. This option is normally selected. If the return does not validate successfully a report listing the errors and warnings will print instead. | | Print estimate after form and schedules |
| Print the estimate at the end of the return and schedules instead of at the beginning of the print job. | | Print ELD after form and schedules |
| Print the ELD at the end of the return instead of before the Front Cover. | | Print ELD in PDF format |
| Print the ELD as part of the facsimile printing. | | Exclude completion footer (PDF printing only) |
| Create the PDF return without completion status printing. | | Hide TFN/Hide all EFT details (I/C/F/MS/T/EB) |
| Print the tax return omitting any Tax File Numbers or EFT details. This is suitable for printing copies of tax returns for banks, financial institutions, solicitors, and so on. It is not normally selected as a practice default, rather you would select this when you print a selected return. | | Exclude depreciation worksheet |
| Prevent the Depreciation worksheet from being printed with the return. The worksheet must be printed separately. | | Include detailed capital gains worksheet |
| Print each capital gains transaction in detail. | | Include summary capital gains worksheet |
| Print a summary of all capital gains transactions and the application of losses with the return. |
| Convert and print the text on the front cover to upper case. | | Include motor vehicle declaration |
| Print the Motor Vehicle Declaration, if applicable, with the form. | | Duplex printing |
| Enables duplex (double sided) printing if your printer provides for duplex settings. |
Estimates tabOn the Estimates tab configure the practice defaults for what is included in the standard for a return. The options on the Estimates tab include: Estimate — print | Option | Description |
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| Estimate | Print both formats of estimates with the return, the Tax Estimate and the Detailed Estimate. The Tax Estimate is laid out in a similar style to the ATO Assessment. | | Detailed Estimate |
| Select to print the estimate in a Detailed format. The Detailed Estimate is laid out in the order in which Tax is calculated and rebates, Medicare Levy and other Credits applied. | | Estimate with payment schedule |
| The Payments Schedule contains details of the primary Tax payable and an estimated date of payment which is based upon the machine date at the time of printing unless an alternative date is keyed in the Estimated lodgment date field. | | Estimated lodgment date |
| Enter the date you expect to lodge the return and the estimated date of payment will be calculated from that date. The date defaults to today’s date. This field is only available when the Estimate with payment schedule checkbox is selected. | | Estimate type |
| Select the type of estimate payment cycle from the drop-down. This field is only available when the Estimate with payment schedule checkbox is selected. | | Medicare audit trails |
| Include the detailed calculation of Medicare and the Medicare Levy Surcharge where applicable. | | Pensioner/SATO offset audit trail |
| Include the detailed calculation of the SATO or pensioner offset. | | Exclude PAYG calculations |
| Exclude the detailed calculation of PAYG instalments. | | | | | | |
Letter tabThe Letter layout selection presents the layouts to be used when printing letters. - Use Word Letters — select from the Select Tax Letter window one of the layouts listed. For details of this letter writing see /Tax2014/Tax_Letters.htm, the Tax Letters topic in the online help.
- Use Text Letters — select from the Select Letter window one of the layouts listed. For details of using text letter writing see /Tax2014/Text_Letter_Writing.htm, the Text Letter Writing topic in the online help.
Invoice tabWhen Configuring the Control Record you may enable Tax to generate Invoice Numbers automatically, see Configuring the Control Record. The Print Options Invoice tab specifies the layouts (or templates) to be used when you print an invoice with a return. - Use Word Letters — select from the Select Tax Letter window one of the layouts listed. For details of this letter writing see Tax2014/Tax_Letters.htm, the Tax Letters topic in the online help.
- Use Text Letters — There are 4 layouts which are always active and which will print the required invoice according to the conditions of the Return. For details of using text letter writing see Tax2014/Text_Letter_Writing.htm, the Text Letter Writing topic in the online help.
The Names tab displays the code and description of the Print job currently open. | 
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