The document zip file generated by completing the form contains only a single set of documents.
We're aware of this issue and working on a solution.
As a workaround, delete the duplicate form from Documents and the Portal task.
Error: "This contact isn't linked to a company, trust or SMSF your practice manages"
When you select a client on the client sidebar in Corporate Admin, you may receive the message "This contact isn't linked to a company, trust or SMSF your practice manages."
To fix this issue:
In MYOB Practice, go to Contacts > Contacts list and check that the company's Entity Type is not OtherOrganisation. Image RemovedImage Added If it is OtherOrganisation, you'll need to change it to a Company entity in AE. To change the type, open the client in AE and click Edit client details.
Check your associated contacts (e.g companies, trust or trustee members) to see if the link is in there. If it's not, remove the link and relink to the correct company. For example, you might want to check the company director's contact details in MYOB Practice to see if the company has been incorrectly linked to the director. Image RemovedImage Added
If it is a new company generated from a form 201 and a form 362 that has been lodged, it's possible that the agent link hasn't switched over from MYOB to the new agent yet. Contact our support team to to fix this.