Prepare returns

Create a new return

Click  and search for the client. On Client page, open the Tax Returns tab and click Create Return on the Tasks bar.

Creating a return.

Open an existing return

Click  and search for the existing return. Click the Return name to open the return.

Opening an existing return.

Create a standalone individual return for refunds

Create and open the new return. Click Return Properties on the Tasks bar. On the General tab tick the Standalone refunds checkbox.

Creating a standalone individual application for refund.

Create an Activity Statements

To create an Activity Statements from the Tax Returns tab:

1. Search for and open a client.

2. Access the Client page > Tax returns tab.

3. Select Create Activity stmt on the Tasks bar.

4. The wizard creates the statement.

Creating activity statements.

Activity Statements for clients with a current income tax returns

Activity Statements may be created for clients with current income tax returns by importing the data from an OM report that you have downloaded from the ATO.

To import activity statement information from an OM report

Create other return forms

Create or open a return. In Tax, find the form you want to add under ATO Forms on the Tasks bar.

Creating standalone forms (for example, FBT, CU, XX).

Create a return for a year prior to transition

Returns for years prior to transitioning to MYOB AO are created in your old tax product or MYOB AO Classic.

Creating prior year tax returns.

Create a return for a prior year

Returns for years prior to the current but after transitioning to MYOB AO.

Creating prior year tax returns.

Navigate in Tax

For more information, see Navigating in Tax.

Navigating in Tax.

Add a schedule

With a tax return open, find the schedule under ATO Schedules on the Tasks bar. Click the schedule name or Add New.

Schedules, forms and worksheets.

Add a form

With a tax return open, find the form under ATO Forms on the Tasks bar. Click the form name or Add New.

Schedules, forms and worksheets.

Add a worksheet

With a tax return open, find the worksheet under Worksheets on the Tasks bar. Click the worksheet name or Add New.

Schedules, forms and worksheets.

View a summary of entered items

With a tax return open, click  Summary on the toolbar.

Viewing a summary of entered items.

View the Taxation Estimate

On the Tax — Client Search page click Estimate on the Tasks bar, OR, with a tax return open, click  Estimate on the toolbar.

Viewing the taxation estimate.

Validate and a complete a return

On the Tax - Client Search page click Validate on the Tasks bar, OR, with the return open click the  Validate on the toolbar.

Validating and completing a tax return.

Print a single return

On the Tax — Client Search page click Print return on the Tasks bar, OR, with a return open click Reports > Print Return. Ensure Single Return is selected under Return Selection.

Printing a return.

Print a range of returns

In Tax, click Reports > Print return. Ensure Range is selected under Return Selection. Enter the code of the first return and the last return of the range into the From and To fields.

Printing a return.

Print a batch of returns

In Tax, click Reports > Print return. Ensure Batch is selected under Return Selection. Select the returns to include in the batch.

Printing a return.

Lodge returns

Tag returns for ELS lodgment

On the Tax — Client Search page, click Select for ELS Output on the Tasks bar. Select and Output returns to be included in the next transmission.

Tagging returns for ELS lodgment.

Output returns for ELS lodgment

From the Tax Returns tab click Output for ELS on the Tasks bar, OR, with a tax return open select Lodgment > Electronic > Tag for ELS and click Output.

Output returns for lodgment.

Transmit returns to the ATO

With any tax return open click Lodgment > Electronic > Lodge. Click Connect Now to transmit immediately returns that have been Output.

Transmitting returns to the ATO.

Monitor return preparation

View the return status level

Click .

The status level of each return is listed in the Status column.

Viewing the return status level.

Set the return status level

On the Tax — Client Search page, click Update Status on the Tasks bar.

A batch of returns may be processed.

Updating the return status level.

View returns due for lodgment

Select Returns Due for Lodgment from the  button menu.

Monitoring tax preparation.

View company / funds tax payable

Select Company / Funds Tax Payable from the button menu.

Monitoring tax preparation.

Monthly Lodgment

Select Lodgment tracking from
the button menu.

 Lodgment tracking .

Monitor on-time lodgment

Lodgment benchmark

Select Lodgment benchmark from the  button menu.

Lodgment benchmark .

Update agent details

On the Lodgment Benchmark page, click Update agent details on the Tasks bar.

Adding and editing agencies.

Request ELS client list

On the Lodgment Benchmark page, click Request ELS client details on the Tasks bar.

Lodgment benchmark .

Retrieve ELS client list

On the Lodgment Benchmark page, click Retrieve ELS client details on the Tasks bar.

Lodgment benchmark .

Review ELS client list

On the Lodgment Benchmark page, click Review ELS client details on the Tasks bar.

Lodgment benchmark .

View exception report

On the Lodgment Benchmark page, click View exception report on the Tasks bar.

Lodgment benchmark .

Update from ELS client list

On the Lodgment Benchmark page, click Update from ELS client list on the Tasks bar.

Lodgment benchmark .

Update Status

On the Returns due for lodgment page, click Update status on the Tasks bar.

Updating the return status level.

Update return not required

On the Returns due for lodgment page, click Update return not required on the Tasks bar.

Also see Bulk return edit.