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The purpose of the final step is to display a summary of the settings that you have selected to generate the Tax Office copy PDF. If you notice any incorrect settings press the Back button to make any changes.

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Troubleshooting the PDF Wizard

The following tables describe what to do if you receive error messages while using the PDF Wizard.

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If you are unable to resolve your issue after reading this information consult your system administrator or contact support at my.myob.com.au

Errors from the Select output types screen

“Select at least one output type” means you have not selected any output type options. To remedy this you can select at least one output type before clicking Next
“Your computer is using an incompatible mail system. Tax is unable to create an email with attachment. De-select 'Generate a PDF and attach it to an email'” means you do not have a MAPI compliant email program installed

To remedy this you can:

De-select the output type 'Generate a PDF and attach it to an email' before clicking Next
Save the PDF file to a location on your system, open your email program and manually attach the file to an email

Errors from the Specify PDF file details screen

“Enter a file name” means you have clicked Next without entering anything in the File name field.

To remedy this you can:

Enter the File name before clicking Next
Alternatively click on the Browse... button, enter file name and browse to where you want to save your PDF file
“The specified PDF file name contains the following invalid character(s):?*” means you have entered invalid characters in the file name.

To remedy this re-enter a file name that contains valid characters

“The specified PDF file name contains a path that does not exist. Ensure that the specified path exists.” means you have entered a file path (location) that does not exist on your system

To remedy enter a location that exists on your system or alternatively click on the Browse... button, enter file name and browse to where you want to save your PDF file

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PDF Encryption

The PDF encryption applies a case sensitive password to saved or emailed PDF files. Whoever opens an encrypted file must enter the password. This is intended to protect client documents.

The PDF defaults are set:

for the Practice in the Control Record Defaults (Utilities > Control record > Defaults Tab) or
for the Agent Defaults (From your Tax ledger, click Maintenance > Agents > Agent Properties > Defaults Tab) and result in the PDF wizard is as shown here:

PDF defaults for Practice or Agent

Encrypt PDF file checkbox

PDF wizard function

Prompt

Enabled

When running the wizard you can choose whether to encrypt the PDF file or not.

Always

Ticked and disabled

The password from the Return Properties General tab will be applied.

Never

Unticked and disabled

Your policy is not to encrypt the PDF.

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