Tax Account Groups are used specifically for integration into Income Tax integration workpaper. In Tax account groups, you cannot add custom groups. To access the Tax account group: - Open the client and go to the Client Accounting tab
- On the Tasks bar on the left, select Tax Account Groups.
Import values from the Income Tax Integration workpaper templates (AU) in MYOB Workpapers for the following entity types: - Company
- Partnership
- Individual
- Trust.
The import must be for the full financial year. Period dates in Workpapers must be the same as the financial year in AE or AO Tax. To import balances from Workpapers to AE or AO Tax: - Complete the Income Tax Integration workpaper.
- To ensure that the return has been rolled over from the prior year, if applicable, check that you have created an Income Tax Return for the financial year and that the status of the return is In Progress.
Go to your client's Tax tab and, on the TASKS bar, click Import Ledger Data. The values are populated to the business schedule of the return.
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