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

Compliance is all about smart new workflows that will pre-fill your tax return, manage assets, add workpapers, documents to your trial balance accounts.

The Compliance page lists all the activity statements and income tax returns for your clients.

 Adding and deleting

• Click Add form to add a new activity statement. Adding a tax return is coming soon!
• Click the ellipses at the end of the line and select Delete to delete a tax return or activity statements.
• Click Back to the old system if you want to complete any FBT returns and any activity statements created prior to October 2019 with In Progress status.

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Viewing and filtering

, 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.

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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 and go to Compliance > Compliance list.for
• For one client only, select a client name on the sidebar, and go to Compliance > Compliance list.

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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,

• To show only clients assigned to a particular staff member, select the staff member from the Staff member drop-down. Partner, Staff member, Family group, Period, and Type.
  
  

To clear all filters, click Reset.

Statuses

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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.

What's next?

Learn about:

• Compliance workflow and status.

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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.

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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.

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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.
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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.

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