1. From MYOB Practice click Settings on the left navigation bar then choose ATO agent settings.
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2. Click Create agent on the top right of the page and enter your agent details, including your agent number, type and ABN.
   
3. Click Create agent. The agent appears on your ATO agent settings page with a Software ID.
4. Click the Software ID then log into the ATO Access Manager to authorise MYOB to lodge forms for you.
   

5. After you've authorised MYOB, select the Refresh ATO details daily option so MYOB Practice can check for new data from the ATO each day, and display what’s due on the Transaction processing page.

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   If you select the Refresh ATO details daily option, the ATO will only send status information to MYOB systems. It can take up to 24 hours to receive the details.

1. Click Compliance on the menu bar.

2. Click Add new on the top right of the page.

   

3. Select the client from the drop-down list or enter your client's name in the field to search.
   
   The system checks against the ATO for outstanding activity statements and automatically pre-fills the details of the outstanding activity statement.

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   If you have multiple activity statements outstanding, you'll also need to select the Branch code and/or Period for the activity statement you want to create.

4. Click Create. The outstanding compliance job appears in the client's Compliance list. To open the Activity statement or form, click the compliance job in the Compliance list.

With just a few clicks, your clients can review, approve and digitally sign their forms, and you’ll get notified right away, so you can lodge them faster.

To make this happen, your clients just need access to a portal. If you haven't set one up for your client yet, go to the Portal list and click Create portal.

Once the portal is created, each user will receive an email inviting them to log in. Then you can start sending them forms for their approval.

Creating an activity statement from the ATO report

In MYOB Practice, you can now create and pre-fill the activity statements from the ATO report. If you use AE/AO, you may be already familiar with this feature in the Activity statement obligations homepage.

To download and pre-fill the activity statement obligations:

1. Setup the download from ATO in ATO Agent settings. We'll check and pre-fill the obligations for your clients on a daily basis.
2. The list of obligations will be listed on the Compliance page.

Setup the download from ATO

1. In MYOB Practice, click Settings on the left sidebar and select ATO agent settings

2. For the agent, you want to download the obligations for tick Show pending obligations.

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   The obligations report for outstanding activity statements will be downloaded daily to MYOB Practice.

To view the activity statement obligations

1. Select a client from the list and go the Compliance on the top menu bar.
2. Click Not started. Any outstanding activity statement obligations will have a status of Not started.
3. Click to open the statement and check the amounts.
4. You can now validate the form, send it for review and lodge the form. See Completing an activity statement or tax return