Get started

...

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

div

class	internalnote

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

Welcome!

HTML Wrap

class	col span_3_of_5

The Compliance page lists all the activity statements and tax

...

We've made things simpler

Enter data once and we take care of the rest! Enjoy smart new workflows to complete:

activity statements
company tax returns
partnership tax returns.

Other benefits

Have your forms pre-filled.
Instantly access linked source documents within the workflow.
A smoother process saving you time to spend how you like!

Get all the benefits of working online

Watch the short video to see the benefits.

HTML

<script src="https://fast.wistia.com/embed/medias/ra8w6yw30c.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_embed wistia_async_ra8w6yw30c" style="height:315px;position:relative;width:560px"><div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"><img src="https://fast.wistia.com/embed/medias/ra8w6yw30c/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /></div></div>

HTML
<img src="/wiki/download/attachments/25432371/Line-09.png" alt="" width="100%"><br>

You'll enjoy the compliance features Image Removed

Check out the features

Reconciliation and substantiation of trial balance using workpapers.
Account grouping.
Manage assets.
Automatically generate tax adjustments by preparing workpapers.
Prepare and lodge activity statements, tax returns and associated schedules.
Rollover forms from MYOB AE/AO.

HTML
<img src="/wiki/download/attachments/25432371/Line-09.png" alt="" width="100%"><br>

What's next...

I do practice administration tasks

Tax returnsComplete a couple of practice administration tasks to enable compliance:

Image Removed Check if you have the required AE/AO desktop version.

Image Removed Enable the permission for moving your client's workpaper and tax data online.

I do accounting tasks

Moving a tax return and workpaper onlineWhen the admin tasks are done:

Image Removed Start off by moving your client's workpaper and tax data online.

...

returns for your clients, letting you manage all your forms in a single place.

Here's what you can do:

View the forms for one client or all your clients.
Filter to restrict the forms listed and find forms quickly.
Check the status of the forms to track your work
Add or delete activity statements and tax returns.
Export the list in to Excel to help with reviewing.

Anchor
view
view
View all clients or a single client

To view tax returns and activity statements, click Compliance on the top menu bar.

For all your clients, select Image Added All clients on the sidebar
For one client only, select a client name on the sidebar.

Anchor
filter
filter
Filter the list of forms

The filtering options are slightly different when selecting a single client or all your clients.

From the single client view, you can filter the forms by Period and Type.
From the All clients view, you can use filters to search by a particular client, Partner, Staff member, Family group, Period, and Type.

UI Text Box

type	info

If you use AE/AO, you'll need to manage partners, staff and family groups in AE/AO.

To clear all filters, click Reset.

Anchor
status
status
Check statuses

The status column shows the different statuses of your tax return or activity statement. This is a good way to keep track of their progress through the workflow.

Status	Description
All unlodged	Lists all tax returns or activity statements
Not started	Tax returns or activity statements you haven't started working on.
In progress	Tax returns or activity statements that you're currently working on.
In review	Tax returns or activity statements to be reviewed by yourself or someone in your practice.
Ready for client	Tax returns or activity statements reviewed, approved, and ready to send to clients
Pending signature	Tax returns or activity statements sent to the client and awaiting their signature.
Ready for lodge	Tax returns or activity statements are all approved, signed, and ready to lodge to ATO.
Rejected	Tax returns or activity statements have been lodged to ATO and were rejected.
Lodged	Tax returns or activity statements are lodged successfully to ATO

Anchor
add
add
Add and delete forms

Click Add form to add a new activity statement or a tax return.
Click the ellipses at the end of the line and select Delete to delete a tax return or activity statement.
Click Back to the old system if you want to complete any FBT returns.

Image Added

Anchor
export
export
Export to a spreadsheet

Want a handy way to make and share notes and comments while reviewing? You can export compliance and contacts data together into an XLSX file to open it in Microsoft Excel.

Exporting is done from the Compliance page, so you can filter which compliance data is exported. For example, filter and export tax returns or activity statements for each partner or staff member to check their work.

UI Text Box

type	info

The export displays data in the columns as they appear in MYOB Practice (and any filters you've applied). You may also see some data displayed differently. For example, the Period field in MYOB Practice will display as Period start and Period end columns in Excel.

UI Expand

title	To export to a spreadsheet

UI Text Box

type	note

Disclaimer

Please note that the data you’re exporting may include individuals’ personal information. You should take steps to keep that information secure.

Go to the Compliance page. This can be for one client or all clients view.
You can export all the data from this page or use filters to customise the data you want.
To use filters when exporting data:
1. Select All unlodged if you want to export all the compliance forms. To export the forms for certain statuses, select the one you want. For example, Ready to lodge, Lodged.
2. Select the name of the Partner or Staff member from the drop-down.
Image Added
Select the Export (XLSX) button located on the top right of the Compliance page.
The XLSX spreadsheet file is downloaded to your browser's download location, using the file name format YYYY-MM-DD_MYOB_ComplianceList.xlsx.
Image Added

Anchor
Comments
Comments
Add, view or delete comments on tax returns or activity statements

You can add comments about tax returns or activity statements for other users to view. For example, if you want to flag something for review.

You can add and view comments from a couple of places on the Compliance page, and the comments are synced between these places:

from the overview list of all tax returns and activity statements
by opening a tax return or activity statement from the Compliance page. You can add and view the comment from the Assets, Tax return or Documents sub tabs.
Image Added

Comments aren't synced between different tax periods.

An icon indicates whether a tax return or activity statement has any comments:

No comments: Image Added
Comments: Image Added

If you're on the Compliance page, the icon will be in the Comment column. If you've opened the tax return or activity statement, the icon will be on the top right of the page.

Information about the time, date and author of the comment is included with each comment, and you can also add text formatting. There’s no limit to the number of comments you can add.

UI Expand

title	Adding and deleting a comment

Adding a comment:

Open the Compliance page and, optionally, open a tax return or activity statements from the list.
Click the comment icon.
Image Added
or
Image Added
If you're on the Compliance page, the icon will be in the Comment column. If you've opened the tax return, the icon will be on the top right of the page.
The comment window appears.
Image Added
Enter your comment in the text field.
Don’t click out of the comment window before you’re finished making your changes. If you click out of the comment window, the window closes without saving the content.
You can use the toolbar above the text field to add formatting. The amount of characters remaining for your comment is displayed below the text field.
Click Add comment.

Viewing and deleting a comment:

To view a comment:
1. Open the Compliance page and, optionally, open a tax return or activity statement from the list.
2. Click the icon indicating comments (Image Added).
  If you're on the Compliance page, the icon will be in the Comment column. If you've opened the tax return or activity statement, the icon will be on the top right of the page.
  All the comments that have been added are listed.
  Image Added
3. To delete a comment:
  1. Hover over the comment. An ellipsis appears to the right of the comment.
    Image Added
  2. Click the ellipsis. A Delete option appears.
    Image Added
  3. Click Delete.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

HTML Wrap

class	academyBanner

Image Added

HTML Wrap

class	sidebarlinks

Panelbox

name	green
title	In this section

HTML Wrap

class	sidebarlinks

Children List

	Completing tax returns - AU
	Completing tax returns - AU
showRoot	true
depth	2
page	Preparing FBT returns
first	10

Image AddedMYOB Practice home

CSS Stylesheet
img.confluence-embedded-image { margin-bottom: -5px; } img.class.confluence-embedded-image { margin-bottom: -5px; } !important

Page tree

Versions Compared

Old Version 131

New Version Current

Key