Invite your accounting advisor

If there's one person you need on your side at this time of year – it's your accounting advisor. Whether it's a bookkeeper, accountant or payroll expert, you can invite them so they have access to your MYOB Business file. This lets them check your numbers and make any necessary adjustments.

If they already have access to your file, skip to the next task.

To invite your accounting advisor

1. In your MYOB business, click your business name and choose Users.

2. Click Create advisor.

3. Enter the advisor's Name and Email.
   The advisor will have the role of Administrator and the User Type of Advisor which gives them access to all businesses with this serial number.
   
4. Click Save and send invitation. The invitation is sent to your advisor. A message appears next to the advisor's email address that the invitation is pending.

When the advisor accepts their invitation, they'll be prompted to log in with their MYOB account details or create an account.

Need to change a user's details or remove them? See Edit and delete users.

If you have any pay runs to complete up to the end of March, complete them now and file to Inland Revenue (IR).

Then make sure all your submissions have a status of Submitted.

To check the status

1. Go to Payroll > Payday filing.
2. Click the Employment information submissions tab to see your payday filing submissions and their statuses.
3. Click a submission to see more details.

Statuses explained

It's a good idea at the end of the payroll year to confirm that the value of your employer deductions in MYOB matches the amount you've submitted to IR.

You can do this easily by running the Employer deductions report (Reporting > Reports > Payroll tab > Employer deductions). This report displays the total amounts deducted from your employees’ pays that is payable to IR.

You can then compare the totals in this report to the amounts in myIR.

See it in action:

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What if the report doesn't match myIR?

This can happen if you've deleted a pay in MYOB after filing with IR, but you haven't amended the pay in myIR.

Visit the IR website to learn how to amend a submission – and remember to do this whenever you delete a pay that's been filed with IR.

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