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To use MYOB Practice Tax, you'll first need to upgrade your desktop AE/AO Tax software. There's no cost to upgrade, and can be done when it suits your practice.

There's a few things you'll need to do before you can upgrade to MYOB Practice Tax:

1. Activate MYOB Practice.
2. Turn on contact sync by activating the MYOB Contacts Migration service on your server.
3. ensure your E-file agency number and client list number has been entered into AE/AO.
4. Install MYOB AE/AO version 5.4.36.
5. Talk to your MYOB Sales Specialist Account Manager about when's the best time to upgrade for your practice.

What's next?

The next step to getting started with MYOB Practice Tax is to upgrade your desktop Tax software.

This will bring across agency details for all your agents and client tax settings. Once the upgrade is complete, you can start reconciling, preparing tax notices and tax returns straight away. You don't need to configure any agent settings or client settings.

Once you've finished upgrading, you might want to check all your client's details have come across to MYOB Practice Tax.

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