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Before you start working in MYOB Practice, you need to complete some setup tasks. This page points you to all the information you need to get up and running, and provides suggestions about what you might want to read next to learn about all the things you can do in MYOB Practice.

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You can also learn more about MYOB Practice.

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title	Partner Program membersMYOB Practice users

The information in this tab only applies if you have MYOB Practice without MYOB AE/AO.

Access MYOB Practice

You can access MYOB Practice from any device at https://partner.myob.com.

As the primary contact, you’ll also be the Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

Get set up

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Step	Topic	Help
1	Contacts and clients setup	Creating clients and contacts Grouping families, clients and companies Creating Associations
2	Practice staff setup	Adding or removing users Restricting user access to clients Managing staff roles in MYOB Practice Roles and permissions - NZ Roles and permissions for tax access management - NZ
3	Tax setup	Overview Setting up your client's Compliance settings - NZ Setting up an agency - NZ Setting up tax notice email and Portal task options - NZ Editing default paragraphs for tax notices and tax statements - NZ
4	Practice information	Payment options and commissions Setting up your portal options Editing your default portal details
5	Practice defaults	Setting up notification preferences Setting up documents profiling within MYOB Practice
6	Online files	Creating an online file Requesting access to a client file

Learn how to use MYOB Practice

Topic	Description
NZ tax	Complete compliance work in MYOB Practice to take care of your client's tax obligations.
Portal	Portals let you share documents securely and keep your clients up-to-date.
Tasks	Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.
Documents	Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere
Transaction processing	Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files.

Need more help?

Take our free online courses.
Contact us (AU | NZ).
(New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.

As the primary contact, you’ll also be the Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

Get set up

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Practice information
- Payment profile
Access Management

Need more help?

Check the FAQ and Troubleshooting contacts help topics.
Take our free online courses.
Contact us (AU | NZ).
(New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.

UI Tab

title	MYOB AE/AO userspartners

The information in this tab only applies if you are on the MYOB Partner Program.

Access MYOB Practice

You If you’re the primary contact for an MYOB account, you can access MYOB Practice from any device :

directly from your browser by visiting

at https://partner.myob.com.

by clicking

Image Removed on the toolbar of your MYOB AE/AO desktop software.

Get set up

Step

Topic

Help

1

Contacts and clients setup

2

Practice staff setup

4

Practice information

5

Practice defaults

6

Online files

UI Tab

title	MYOB AE/AO users

The information in this tab only applies if you have both MYOB Practice and MYOB AE/AO.

Access MYOB Practice

You can access MYOB Practice from any device:

directly from your browser by visiting partner.myob.com.
by clicking Image Added on the toolbar of your MYOB AE/AO desktop software.

Get set up

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Practice information
- Payment options and commissions
- Editing your default portal details
- Agency details (NZ only)
- Corporate admin (AU only)
- ATO agent settings (AU only)
Access Management
- Roles and permissions - AU
- Roles and permissions - NZ
Practice defaults

Learn how to use MYOB Practice

Topic	Description
NZ tax AU tax	Complete compliance work in MYOB Practice to take care of your client's tax obligations.
Portal	Portals let you share documents securely and keep your clients up-to-date.
Tasks	Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.
Documents	Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere
Transaction processing	Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files.

Need more help?

Check the FAQ and Troubleshooting contacts help topics.
Take our free online courses.
Contact us (AU | NZ).
(New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.

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