If you use Tax Manager in MYOB AE/AO on the desktop, read section 8. Send notices of the Tax notices workflow for important information.

Before you begin:

• If you plan to use the Portal option but haven't already created a Portal for your client, see Create client Portals.
• If you want to receive an email notifying you if a tax notice email can't be delivered, you can also set up a practice alias.
• If you want your practice to receive a copy of the tax notice email sent to your client when you use the email option, ensure your Administrator has set the email address CC option.
• Your Administrator can edit the default text of tax notice emails or Portal tasks. If you're sending an individual tax notice rather than multiple tax notices in bulk, you can also edit the text once-off when you click Send to client from the Tax notices page.
• If a logo or footer has been set, it will be included in the email. MYOB Practice Administrators can edit the logo and footer.
• When you send tax notices in bulk as a task, the Bulk task assignee will be the assignee of the task. The bulk task assignee may have been set when you created client portals. Otherwise, you can edit a client portal.

1. Select a client on your client sidebar, and click the Settings icon () on the top right of the page.

2. Scroll until you see the Tax notice settings, then click Edit.

3. If you see a message about communication security, click I understand.
   

4. Under Delivery preferences, select Send email to client or, to use the Portal option, Send task to client.
   

5. If you selected Send email to client, you can search for a contact, or click the field to see suggestions of email addresses linked to the client.

   

6. Click Save.

Whether a client receives tax notices by email or as a Portal task depends on the delivery preferences you set when preparing the email or Portal task.

1. Go to the Tax notices page, using either the client-centric view to send an individual tax notice, or the All clients view to send in bulk.

2. If you're sending an individual tax notice:
   1. Click Send to client.
      
   2. Confirm that the email or task details are correct, and edit the title or description as needed.
      
   3. Click Send or Create task. The tax notice status changes to Sent and an email is sent to your client with the tax notice attached or as a notification to review the task.
3. If you're sending tax notices in bulk:

   1. From the Tax notices All clients view, either select specific tax notices or select them all in one go.

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      To ensure good speed and performance, send no more than 80 tax notices at a time.

      • To individually select the tax notices you want to send in bulk, select the checkbox next to each tax notice.

   • • To select all the tax notices, select the Client name checkboxat the top of the list.

       1. If you've got more than 40 outstanding tax notices, you'll need to scroll down to load more tax notices. MYOB Practice only loads 40 at a time to avoid long load times.

       2. Once all the tax notices are loaded, select the Client name checkbox again.

       3. To confirm that all tax notices are selected, compare the Outstanding status number to the number of items selected displayed at the top of the list.
          

   1. Click Send to client.
      

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      The Mark as options only changes the status in MYOB Practice. For example, if you choose Mark as > Sent, the tax notice won't be sent to the client. To send the tax notice, you need to select the Send to client button next to Mark as.

   2. The Send to client window shows you a summary of tax notices that can be sent, and reasons why some may not be able to be sent.
      
   3. Review the details in the window and click Send.
   4. Keep an eye out for alerts about emails not being delivered. If emails can't be delivered, you'll see an Email bounced notification in the Alerts column in the Tax notices page. The tax notice status will also change from Sent back to Ready for client.
      
      If you've set up a practice alias, you'll also get an email notification to that reply email address telling you that the tax notice email couldn't be delivered.

When your client pays the provisional tax amount or terminal tax amount, and the payment is reconciled in Data reconciliation, on the tax notice, click Mark as and select Paid.

Excerpt included at https://help.myob.com/wiki/x/8IHeAw and https://help.myob.com/wiki/x/f4AYB