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

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Don't have this feature? Talk to your Account Manager about upgrading Tax for your practice.

New Zealand only

The Compliance list page lists all income tax returns for your clients.

To view tax returns for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.

To view tax returns for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

Finding a tax return

In the All clients view, you can use filters to search by a particular client, period, and type of tax return.

On a single client view, you can filter the tax return by period and tax return type.

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To clear all filters, select Reset.

Tax returns are grouped by different statuses.

Tax return status	Description
All unfiled	Lists all the tax returns.
Not started	Newly added tax returns with no data entered.
In progress	Tax returns that you're currently working on.
In review	Tax returns are being reviewed by yourself or someone in your practice.
Ready for client	Tax returns have been reviewed and ready for the client to check.
Pending signature	Tax returns have been sent to the client and awaiting their signature.
Ready for file	Tax returns are all approved and ready for filing to IR.
Rejected	Tax returns have been filed to IR and were rejected.
Filed	Tax returns are filed successfully to IR.

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Tax notices

Data reconciliation

Preparing a tax notice

Preparing a tax return (NZ)

Reconciling Inland Revenue data

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Versions Compared

Old Version 17

New Version 18

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Finding a tax return

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