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Export Batch from Index

This is an index of all the returns in your tax ledger.

1. Click Select or [Alt+S] to place tick to the left of the return or returns you wish to export and click [F6] to continue.

2. To remove the tick from a selected return and thereby exclude it from the export, click Select again.

The Export Returns window informs you of the tax data that is being exported to the destination. The returns that you have selected are exported to the destination you nominated.

Audit Updates: This option allows you to enter a date range, so that any return in the audit trail of changes to returns that falls within the date range is exported.

Related topics

Exporting Returns

Export: Audit Updates

Back to Utilities for Returns

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Use this feature when you need to work on returns away from the office, on your stand-alone computer or laptop; or when you need to e-mail a return to MYOB Customer Service in support of your tax query.

When you export a return it is locked and the padlock symbol indicates to other staff that it cannot be worked on. When you import it, the old return will be unlocked and the database updated with any changes made while it was off-line.

Exporting returns from Practice Manager or MYOB AO:

Follow the steps to export returns, including for MYOB investigation. A batch may consist of a single return.

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Open the Tax – Client Search Homepage.

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Select Export from the Tasks bar.

The

Export Returns

...

• Send as e-mail attachment - When exporting is complete an e-mail opens with the export file attached. Enter the addressee’s email address, the subject line and your message.

• Export Return details - This checkbox is mandatory and is set for you.

1. On the Selection panel, the radio buttons allow you to determine the range and sorting order of the returns being exported. The options include:

• Batch - This is the default for exporting and is recommended. These instructions set out the batch process for one or more returns to be included in the export file.

1. Click Browse to select the destination for your exported returns.

The

Current path:

identifies the destination, for example

(AE, Series 6 & 8) H:\Sol64\TA\Sol63\Export

(AO) C:\MYOBAO\AOSQL\TAX\TA\AOTAX\EXPORT.

1. Click OK.

When exporting by batch, the index of all returns in the database is opened.

When the export is initiated from the

Tax – Client Search

 Homepage, the cursor is on the return highlighted on that Homepage.

To build the batch:

1. Highlight a return and click Select.

Refer to

Export Batch from Index.

1. Repeat until the batch includes all returns necessary.

...

1. Select Audit Updates.

1. Enter the date range.

...

1. Click OK.

The database is interrogated so that all returns that have been changed during the specified period are ticked to be included in the export file.

Refer to

Export: Audit Updates

.

1. Click OK.

The prompt to

Overwrite

 or

Append

displays.

1. Click Overwrite to clear the export file and replace whatever was there with the new selection of returns.

Alternatively, click

Append

to add to and preserve previously exported returns.

1. Follow the prompts to address your email.

How to export a return from Tax (AE, Series 6 & 8)

1. Click Utilities > Export 

2. Follow the instructions from Step 4. above Export returns from Practice Manager.

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Unless you are setting up a new remote tax ledger, it is not necessary, nor advised, to export Control Information.

In MYOB AE, the defaults are Export Return details and Export Tax Tracking History.

If required, these options are selected at Step 4. above (the Export process):

Related topics

Tax Client - Search

Importing Returns

Back to Utilities for Returns