Task | Summary | More Help |
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Prepare returns |
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Create a new return | Click  Image Removed and Click  Image Added and search for the client. On Client page, open the Tax Returns tab and click Create Return on the Tasks bar. | Creating a return. |
Open an existing return | Click  Image Removed and Click  Image Added and search for the existing return. Click the Return name to open the return. | Opening an existing return. |
Create a standalone individual return for refunds | Create and open the new return. Click Return Properties on the Tasks bar. On the General tab tick the Standalone refunds checkbox. | Creating a standalone individual application for refund. |
Create an Activity Statements | | UI Expand |
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| title | How to create an Activity Statements from the Tax Returns tab: |
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| Search for and open a client. Access the Client page > Tax returns tab. Select Create Activity stmt on the Tasks bar. The wizard creates the statement.
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| Creating activity statements. |
Activity Statements for clients with a current income tax returns | Activity Statements may be created for clients with current income tax returns by importing the data from an OM report that you have downloaded from the ATO. | |
Create other return forms | Create or open a return. In Tax, find the form you want to add under ATO Forms on the Tasks bar. | Creating standalone forms (for example, FBT, CU, XX). |
Create a return for a year prior to transition | Returns for years prior to transitioning to MYOB AO are created in your old tax product or MYOB AO Classic. | Creating prior year tax returns. |
Create a return for a prior year | Returns for years prior to the current but after transitioning to MYOB AO. | Creating prior year tax returns. |
Navigate in Tax | For more information, see Navigating in Tax. | Navigating in Tax. |
Add a schedule | With a tax return open, find the schedule under ATO Schedules on the Tasks bar. Click the schedule name or Add New. | Schedules, forms and worksheets (AU). |
Add a form | With a tax return open, find the form under ATO Forms on the Tasks bar. Click the form name or Add New. | Schedules, forms and worksheets (AU). |
Add a worksheet | With a tax return open, find the worksheet under Worksheets on the Tasks bar. Click the worksheet name or Add New. | Schedules, forms and worksheets (AU). |
View a summary of entered items | With a tax return open, click  Image Removed click  Image Added Summary on the toolbar. | Viewing a summary of entered items (AU). |
View the Taxation Estimate | On the Tax — Client Search page click Estimate on the Tasks bar, OR, with a tax return open, click  Image Removed click  Image Added Estimate on the toolbar. | Viewing the taxation estimate (AU). |
Validate and a complete a return | On the Tax - Client Search page click Validate on the Tasks bar, OR, with the return open click the  Image Removed the  Image Added Validate on the toolbar. | Validating and completing a tax return. |
Print a single return | On the Tax — Client Search page click Print return on the Tasks bar, OR, with a return open click Reports > Print Return. Ensure Single Return is selected under Return Selection. | Printing a return. |
Print a range of returns | In Tax, click Reports > Print return. Ensure Range is selected under Return Selection. Enter the code of the first return and the last return of the range into the From and To fields. | Printing a return. |
Print a batch of returns | In Tax, click Reports > Print return. Ensure Batch is selected under Return Selection. Select the returns to include in the batch. | Printing a return. |
Lodge returns |
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Tag returns for ELS lodgment | On the Tax — Client Search page, click Select for ELS Output on the Tasks bar. Select and Output returns to be included in the next transmission. | Tagging returns for ELS lodgment (AU). |
Output returns for ELS lodgment | From the Tax Returns tab click Output for ELS on the Tasks bar, OR, with a tax return open select Lodgment > Electronic > Tag for ELS and click Output. | Output returns for lodgment. |
Transmit returns to the ATO | With any tax return open click Lodgment > Electronic > Lodge. Click Connect Now to transmit immediately returns that have been Output. | Transmitting returns to the ATO (AU). |
Monitor return preparation |
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View the return status level | Click Image Removed Image Added. The status level of each return is listed in the Status column. | Viewing the return status level. |
Set the return status level | On the Tax — Client Search page, click Update Status on the Tasks bar. A batch of returns may be processed. | Updating the return status level (AU). |
View returns due for lodgment | Select Returns Due for Lodgment from the Image Removed button the Image Added button menu. | Monitoring tax preparation. |
View company / funds tax payable | Select Company / Funds Tax Payable from the Image Removed the Image Added button menu. | Monitoring tax preparation. |
Monthly Lodgment | Select Lodgment tracking from
the Image Removed the Image Added button menu. | Lodgment tracking . |
Monitor on-time lodgment |
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Lodgment benchmark | Select Lodgment benchmark from the Image Removed button the Image Added button menu. | Lodgment benchmark . |
Update agent details | On the Lodgment Benchmark page, click Update agent details on the Tasks bar. | Adding and editing agencies. |
Request ELS client list | On the Lodgment Benchmark page, click Request ELS client details on the Tasks bar. | Lodgment benchmark . |
Retrieve ELS client list | On the Lodgment Benchmark page, click Retrieve ELS client details on the Tasks bar. | Lodgment benchmark . |
Review ELS client list | On the Lodgment Benchmark page, click Review ELS client details on the Tasks bar. | Lodgment benchmark . |
View exception report | On the Lodgment Benchmark page, click View exception report on the Tasks bar. | Lodgment benchmark . |
Update from ELS client list | On the Lodgment Benchmark page, click Update from ELS client list on the Tasks bar. | Lodgment benchmark . |
Update Status | On the Returns due for lodgment page, click Update status on the Tasks bar. | Updating the return status level (AU). |
Update return not required | On the Returns due for lodgment page, click Update return not required on the Tasks bar. | Also see Bulk return edit. |
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