The year-based Compliance settings are where you can set up 50/50 split for provisional tax instalments for elegible clients.

Tax notices are populated with return data again when you click File with IR on the return to change the return status to Filed.

Learn more about tax notice and tax return statuses.

You can filter by partner, manager or other staff, as long as the the practice staff is recorded as Team member in MYOB AE/AO. The Staff member drop-down includes names of staff who are recorded on the MYOB AE/AO desktop's Responsibility tab Team panel for a client. The drop-down shows their name and role, as defined on any client’s Responsibility tab. If you see names repeated, this is because they're recorded with multiple Team roles in AE/AO. Learn more about Team responsibility.

Although tax notices start off with an Outstanding status, they're categorised by a Not started status until someone edits content or changes the status. The Not started status forms part of the overall total that is shown for Outstanding items.

The Mark as options only changes the status in MYOB Practice. For example, if you choose Mark as > Sent, the tax notice won't be sent to the client. To send the tax notice, you need to select the Send to client button next to Mark as.

When you open a tax notice:

• You can click View (PDF) to preview what the tax notice content will look like. The preview will have a Draft watermark. Once you click Approve or Ready for client, the watermark is removed and a copy of the PDF is stored in the Documents tab for that client in MYOB Practice.
• You can also add, view and delete comments from the opened tax notice. Learn more.

If any notices don't need to be sent to clients, you can mark these as Not required. These are usually notices with nothing due to pay.

Notices for Ratio and AIM clients would also normally be moved to the Not required status. To create a list of your Ratio and AIM notices, use Tax Manager on the desktop.

Notices created for partnerships and LTC companies are automatically moved to the Not required status when they're created.

If a notice is marked as Not required accidentally, you can always change it back to any other status.

Notices with correct calculations can be sent without changes. After checking the payment amount and the RIT that it's based on, these notices can be selected and moved to the next stage of the process without further action.

The notice amount may be incorrect because it's based on last year's assessment and you've chosen to enter an estimation for this year or you want to use the draft figures from the current year's unfiled return.

You can open the notice and select the basis of the calculation as either Estimation or Standard.

• If you select Estimation, you can manually enter the estimation income and tax credits to be used in the tax notice calculation. This estimation will be carried forward to all future tax notices for the tax year.
• If you select Standard, the tax notice will use the latest return or assessment to calculate the notice amount.

If the latest figures are from last year, then that year will be automatically selected and an uplift will be applied.

If the latest figures are from the year before last, we’ll use the year before last, and an uplift will be applied.

If figures from neither of these previous years are available, we’ll use the year before last’s return, which will have a Not Started status. Learn more.

If there's no filed return or assessment for the current year, you can manually change the year. The calculation fields will be unlocked, so can manually enter the draft return figures.

You may want to use tax pooling to cover the amount due in this tax notice.

You can open the tax notice and select Yes at Tax Pooling.

When tax pooling is selected, there's no longer an amount due on the tax notice, there's no expected payment in the data reconciliation and the amount will be removed from the total tax due for the year.

Unreconciled MYOB transactions such as expected payments are included in the tax notice calculation. You may however want to include an amount from IR on the tax notice that you're leaving unreconciled in Data reconciliation. Or you may want to ask the client to pay more to cover circumstances the IR is not yet aware of.

In these kinds of situations, you can alter the notice amount by adding one or more voluntary adjustments. It's important that you check that amounts in any in-progress tax notices are correct before sending the notice for approval. Learn more.

You can add a voluntary adjustment for each of the INC, SLS, FAM, GST & FBT tax types. INC and FAM adjustments can be for a positive or negative amount.

Once you click Approve or Ready for client on the tax notice, the Draft watermark is removed from the PDF and a copy is stored in the Documents tab for that client in MYOB Practice.

If you use Tax Manager in MYOB AE/AO on the desktop, you have the option to send your tax notices through AE/AO instead of through MYOB Practice. Ensure you've checked the following:

• You're still receiving IR data. If not, go to Maintenance Map to reactivate.
• Process the IR data received in Tax Manager and in MYOB Practice. Returns prepared in MYOB Practice won't be available in Tax Manager. You'll need to manually add an assessment transaction.
• MYOB transactions will be recognised as part of your tax notice calculation in Tax Manager. This is something we are working to include in MYOB Practice in the coming months.
• Process August tax notices as you previously did in Tax Manager and send the notice to your clients using the method you previously used. The expected payment is created in Tax Manager but not in MYOB Practice, so you'll need to manually add each payment as it is downloaded from IR in the online Data reconciliation, unless you manually create the MYOB transactions.
• Tax Manager didn't have any recent compliance updates so doesn't have the 39% tax rate which applies to individuals with income over $180,000 from the 2022 tax year. Check provisional tax estimations for individuals in this situation carefully.

To ensure good speed and performance, send no more than 80 tax notices at a time.

If you set the Delivery preference to Email when preparing the tax notice email settings, you can send tax notices by email individually or in bulk.

• If sending individually, you can click Send to client to review the email before sending it. You can edit the title and content of the email before sending it, and you can add documents.
• If sending in bulk, you can send multiple emails in one go. However, you can't edit the subject and wording of the email before sending it as you can when sending emails individually.

The email does not use the Email notification settings found in the Settings on the left menu bar, so you can't add a logo or any branding to the email.

After the email's been sent

The email will be sent to your client from mail@apps.myob.com, but the reply address on the email will be the one set as your Practice alias address in your practice settings. If the client clicks Reply, the reply will be sent to that reply address. You may want to suggest to your clients that they whitelist this address, to prevent it from being blocked by their email spam filters.

A copy of the tax notice PDF is stored in Documents within MYOB Practice, but the email is not stored in Documents within MYOB Practice. If you sent the tax notice using the email option and your MYOB Practice Administrator has set an email address CC option, that practice email address will receive a copy of the tax notice email that was sent to your client.

After you've sent a tax notice, keep an eye out for alerts about emails not being delivered. If emails can't be delivered, you'll see an Email bounced notification in the Alerts column in the Tax notices page. The tax notice status will also change from Sent back to Ready for client.

If you've set up a practice alias, you'll also get an email notification to that reply email address telling you that the tax notice email couldn't be delivered.

Learn more about emailing tax notices.

If the delivery preference has been set to Portal, clicking Send to client will create a Portal task. Similar to the email method, you can edit the title and content of the task as well as adding documents as required, and you can send individually or in bulk.

Because it's a Portal task, you can also edit which staff associated with the client will receive the task, who the sender of the email notification will be and who will be notified when the client approves the document. No document is sent by email; the client receives an email notification, and the PDF is shared into the client Portal where they can access and view it.

If the Portal tasks are created using the option to send in bulk, the tasks will be sent to the full access users that you've assigned as the Bulk task assignee when creating or editing the Portal. The tax notice will be marked as Sent when the task is created.

There’s also a due date which shows up in the client Portal, so that the client is made aware of when they should make their payment by. If you want to prompt a client to make their payment, you can send reminders from the task associated with the tax notice.

Emails sent using the Portal task will include the logo and disclaimer saved in the Email notification settings that you access by clicking Settings from the left menu bar.

Once your client has made a payment, go to your Portal Tasks list, open the task and mark it as complete. To help you find the task you're looking for, you can filter by client name, partner, manager, accountant (the task creator) and status.

Learn more about sending tax notices as Portal tasks.

If the delivery preference has been set to Send manually, the Send to client button will be locked and you'll need to click View PDF in each tax notice to view the PDF of the tax notice in a new browser tab. Once opened, you can either print or save the PDF to distribute to the client.

Alternatively, you can download the tax notices from Documents within MYOB Practice, where the PDFs are stored. If you have the new Documents within MYOB Practice, you can select multiple tax notices and download them in bulk. This downloads multiple PDF files compressed into a single ZIP file that can be extracted and, for example, printed.

Once the notice has been saved and sent to the client, you can select Mark as and choose Sent to move the notice to the Sent status.

You can't send tax notices in bulk when sending manually. You have to download and send each tax notice individually.

Learn more about sending tax notices manually.

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