This page steps you through how to subscribe to ATO reports. See the workflow page on how to auto-create activity statements. | UI Text Box |
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| To create an agentIn MYOB Practice, click | This topic relates to activity statements and returns in the new Compliance view. If you'll be preparing FBT returns, you'll need to set up your agent in the old Compliance view. |
Getting started is easy. First, you'll need to enter your Tax/BAS agent details in MYOB Practice, and then you'll need to authorise MYOB to lodge forms for you. The ATO agent settings page lists your tax and BAS agents. To view this page, click Settings on the left navigation bar then click ATO agent settings. | If you select Subscribe to ATO reports, you'll receive a daily activity statement download in MYOB Practice. This means any other software (other than MYOB AE/AO) you've been using to download ATO data won't work any more, since the ATO allows only one activity statement download each day. |
This option will automatically create daily activity statement obligations for your agents, using data from the ATO. Agents can also continue manually creating an activity statement. If you use other software to download data from the ATO, the Subscribe to ATO reports option will stop the other software from getting the data. The ATO allows one activity statement download each day, and the data will be sent to MYOB Practice instead of other software. | UI Expand |
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| title | To subscribe to ATO reports |
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| Before you subscribe to ATO reports, make sure your client settings are selected so your report is upto date. |
To edit an agentIn the ATO agent settings, click  Image Removed to the right of the agents details.Select Edit from the drop down. The Edit tax agent window appears.Enter the new details in the relevant fields.Click Save to apply the changes and return to the ATO agent settings page| Excerpt |
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- Click Settings on the left navigation bar.
- Click ATO agent settings.
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Click Create agent locatedthe top left of the page.Select the Agent type from the drop down menu: | Agent type | Description |
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| BAS (Company or partnership) | Select this option if you're a registered BAS agent, and you're registered as a company or partnership. | | BAS (Individual) | Select this option if you're a registered BAS agent, and you're registered as an individual. | | Tax (Company or partnership) | Select this option if you're a registered Tax agent, and you're registered as a company or partnership. | | Tax (Individual) | Select this option if you're a registered Tax agent, and you're registered as an individual. |
Enter your agent's 11-digit ABN in the Agent's ABN field. | UI Text Box |
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| Make sure this ABN is the registered number for the Tax agent registration number you have entered. |
Click Create agent. The Create agent window closes and the agent appears in the ATO agent settings page with a software ID.Click the Software ID to copy, then log in to the ATO Access Manager to authorise MYOB to lodge forms for you. | | UI Expand |
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|  Image AddedAt the agent you want to receive the ATO reports for, tick Subscribe to the ATO reports.
 Image Added After you've ticked the option, the next morning you'll receive the activity statements as Not started status. | UI Text Box |
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| If this activity statement is lodged via another software, it will be removed from the report the next day |
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<h2><i class="fa fa-comments"></i> FAQs</h2> |
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| title | What if I can't see my client's obligations in Compliance? |
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| - Ensure the client details are set up in MYOB Practice with the correct ABN, TFN, WPN and branch code.
- Check the client settings page for this client to check if the relevant period has been ticked. See Client settings.
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| title | How do I link a client from MYOB Practice to the ASLRPT? |
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| We use ABN, TFN & branch code details in the ASLRPT report to link to MYOB Practice. Make sure your client details are correct so the client links correctly. |
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| title | What time is the ASLRPT scheduled? Can I change the scheduled time? |
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| The reports run daily at 2:00 am. This is for every agent you've selected Subscribe to ATO reports on the Agent settings page. You can't change the scheduled time. If you don't want to receive activity statement obligations at the next scheduled time, deselect Subscribe to ATO reports in the Agent settings page. |
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| title | What happens to obligations for a client who has multiple branch codes? |
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| For a client with multiple branch codes, we'll link all the obligations to that client. If you don't use AE/AO and have separate client records for each of the branches, we'll link the obligations to the appropriate client based on the branch codes. |
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| title | How do I link a tax/BAS agent to a client? |
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| We'll automatically link the agent to the client when we process the ASLRPT report. You can also manually link agents to clients. |
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| title | What happens if I have the reports scheduled in AE/AO? |
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| If the reports are scheduled in AE/AO and in MYOB Practice, depending on where you lodge the activity statement, it will be updated when the report is downloaded the next day. |
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| title | What happens if I've lodged the activity statement elsewhere using the ASLRPT? |
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| If the obligation in MYOB Practice has a Not Started status, we'll automatically delete the obligation in the next scheduled run. If the obligation has an In progress status, delete it manually. |
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| title | What if I've manually created the activity statement before MYOB Practice automatically creates it? |
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| We'll use your manual activity statement and won't duplicate the activity statement by creating a new one. |
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