Get started

HTML Wrap

class	section group

div

class	internalnote

Do not delete this page - MYOB Practice navigates to it from within the product

HTML Wrap

class	col span_3_of_5

Australia only

To prepare and lodge FBT returns, add a tax/BAS agent and authorise MYOB as your software provider.

UI Expand

title	To add an agent and authorise MYOB

Click Compliance in the top menu bar, then click Back to old system.
Image RemovedImage Added
Click Continue. The Add agent window appears.
Enter the details.
Click Add. The Software ID for this agent displays. You'll need this to authorise MYOB to transmit lodgments for this agent. Learn more
Write down the ID or click Copy to save the Software ID to the clipboard (so you can paste it into ATO Access Manager later).
Click Next and follow the on-screen instructions to authorise MYOB to lodge returns for you. This is done in ATO Access Manager (https://am.ato.gov.au).
Click Done. The Tax settings page appears, and your agent details are now listed.

You have the option of receiving activity statement status updates direct from the ATO. These details will appear on the Transaction processing page.
To receive this information, select the Refresh ATO details daily option next to the appropriate agents on the Tax settings page.

UI Text Box

type	note

If the Refresh ATO details daily option is selected, the ATO will only send status information to MYOB systems. However, if you deselect the option in MYOB Practice, you can then request those details from a non-MYOB solution.

It can take up to 24 hours to receive the details.

UI Expand

title	To edit an agent's details

Click Compliance in the top menu bar, and then click Settings on the Tax page.
On the Tax settings page, click […] to the right of the agent’s details.
Select Edit from the drop-down. This opens the Edit tax agent dialog.
Edit the details in the relevant fields.
Click Save to return to the Tax settings page.

UI Expand

title	To delete an agent

UI Text Box

type	warning

Deleting a tax agent is permanent – you won't be able to undo it.

Click Compliance in the top menu bar, and then click Settings on the Tax page.
On the Tax settings page, click […] to the right of the agent’s details.
Select Delete from the drop-down. This opens the Delete tax agent dialog.
Click Delete to permanently delete a tax agent.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	magenta
title	Related topics

HTML Wrap

class	sidebarlinks

Authorise MYOB to lodge activity statements for you

Page tree

Versions Compared

Old Version 49

New Version 50

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax