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 deletingImage RemovedViewing 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.
View all clients or a single clientTo view tax returns and activity statements: for , 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.
Filter the list of formsThe filtering options are slightly different when selecting a single client or all your clients. - From the single client view, you can filter the
tax return period tax return type- Type.
- From the All clients view, you can use filters to search by a particular client,
period, and type of tax return, and other options:- 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.
UI Text Box |
---|
| If you use AE/AO, you' | ll manage assigned staff from your client's Responsibility tab in AE/AO.To show only clients assigned to a particular partner, select the partner from the Partner drop-down. If you use AE/AO, you'll manage assigned partners from your client's Responsibility tab in AE/AO.To show only clients belonging to a particular family group, select the family group from the Family group drop-down. If you use AE/AO, you'll set up and manage family groups from your client's Family group tab To clear all filters, click Reset. Export to ExcelYou can export the compliance data into an Excel fileCheck statusesThe status column shows the different statuses of your tax return or activity statement. This is a good way to get a report of the different statuses of tax returns and activity statements and to keep track of what you need to work on.You can also use filters when exporting data into Excel. For 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 |
---|
Add and delete forms Image AddedExport to a spreadsheetWant 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 |
---|
| 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 excela spreadsheet |
---|
| UI Text Box |
---|
| DisclaimerPlease 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.
- To export using:Different statuses: You can export all the data from this page or use filters to customise the data you want.
- To use filters when exporting data:
- 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.
- Filters: select Select the name of the Partner or Staff member from the drop-down.
- 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.xlxsxlsx.
|
Tax returns and activity statements are grouped by different statuses: UI Expand |
---|
|