How do I manage a new client who has prior year tax returns?

Australia only

When creating prior year returns for a new client you must roll forward those returns singly.

If your new client needs returns for prior years in which you used MYOB AO

For example for 2012 when 2013 is already created:

1. Add the new client.


Creating a client

2. Create the 2012 return.


Creating a return

3. Complete and lodge from 2012 as necessary.


As this return has missed the end of year rollover a 2013 copy of it will not be in the returns listed on the Client’s Tax returns tab.

4. Click Create return on the Tasks bar and create the 2013 return.

5. When the 2013 return opens, the RSD (rollover) menu allows you to roll the data from the lodged 2012 return into 2013.

If your new client needs older tax returns for years prior to 2010:

1. Create the client in MYOB AO Classic.

2. Complete all prior year returns in MYOB AO Classic.

3. Create the client in MYOB AO.

4. Create the 2010 return in MYOB AO.

5. Complete the remaining prior year returns as described above for MYOB AO