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https://help.myob.com/wiki/x/VMWyAQ
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Not available in Accountants Office
The Flexi Report - Filter Tab provides further criteria for specifying the flexi report(s) to be printed. A return must satisfy all selection criteria in order to print.
Select Only Returns With Schedule: Click [F10] to choose the form, schedule or worksheet that you wish to report on.
Report on fields in the selected schedule: This field is self-explanatory.
Select on Schedule? To report on the fields contained in the schedule, tick this checkbox. To report on the fields in the main return, leave the checkbox unticked.
Field Selection
You can report on a range of values in a particular field of the return; for example, taxable income between $30,000 and $45,000 or date of birth between two dates.
Fields: Click [Fields] to view the help topics on the Field codes available.
Field Code: Enter the field code that you would like to report on.
Lower Bound: Enter the lower limit of the data to include on the report.
Upper Bound: Enter the upper limit of the data to include on the report.
Mask: Optionally, specify a mask for the data.
Related topics
(AE Tax) Fields available for word processing
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Not available in Accountants Office
How to duplicate any of the existing flexi report layouts:
Click Reports > Flexi Reports
Locate the report layout in the index.
Click [F5] or File > Copy.
On the Copy Flexi Report screen type a New Code and name to identify this flexi report. The code may be up to eight alphanumeric characters.
Click OK and the flexi report layout you selected is copied.
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Not available in Accountants Office
Layouts for Flexi Reports are created using the Maintenance > Letter Writing functions.
To create your own flexi report letter layout, you need to enter three basic types of data:
Headings
Hashes to indicate the position and maximum width of each field (separated by spaces)
Fields that you want to report on, separated by a comma. These fields can either be found in Help under Fields (select [F1] from inside the letter) or, if it is a field in a return, select [F9] at the field for the field code to be displayed.
Example
A | Name | Return Code | DOB | Gross Interest |
1 | ####################### | ########## | ######## | ##########.## |
a | #95 | A101 | C120 | E215 |
Remember case sensitivity.
The !! Symbols are required for reporting where you select a listing (rather than a letter or label) and are obtained by clicking [F7] at the beginning of each line in the letter.
#95 gives: surname, title, given names, and only needs one field, as above.
For each format line with hashes starting with the number 1, 2, 3, 4 or 5, you need a matching format line with field codes starting with the letter a, b, c, d or e respectively.
How to set up your own layout:
Select Maintenance > Letter writing > Tax Practice letters > New.
Enter a code and description for your report, then click [Enter]. A blank screen is displayed.
Click [F7] and the format symbol, two exclamation marks (!!), will be displayed.
The status bar at the bottom of the screen should show Format instead of WP.
Type in an upper case 'A', followed by the headings that you want across the top of your report, then click [Enter]. Heading lines start with A, B, C, D or E.
Click [F7] again, then a '1' at the start of the new line and key in the number of hashes (#) required for each field. Separate these positions with spaces. Tip: A name field will typically need more hashes than, say, gross Interest.
Start the third line with [F7] and a lower case 'a', then type the field codes, separated by commas as shown above.
Click [F6] to save the layout
Your flexi report layout has been created.
How can I better manipulate my report?
In the above example, by choosing the Selection option you could restrict the report with DOB 'from' and 'to' dates.
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Example of Flexi Report Layout
Not available in Accountants Office
This is an example of a Flexi Report letter layout.
0########################################################################## | ||||||
A | Return | Client | Tax File No | Partner Type | Date Due | Lodged Status |
B | Name |
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C |
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1 | ########## | ########## | ############ | ######## ## | ######## ## | ######## |
2 | #################################################### | |||||
a | A101, | A114, | A106 | A118, | A141, | A690 |
b | #95 |
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Line 0 is the format line that determines the width of your page (click [F7] in the letter layout to create a format line)
Lines A, B and C determine the report heading
Line 1 determines the field width for each item in the heading (note that the # are aligned under the appropriate heading)
Line 2 is for return details (in this example, it is one line)
Line a contains the fields that relate directly to line A (for MYOB AE Tax, refer to Fields available for word processing)
Line b is a system field that relates to line B.
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Not available in Accountants Office
Master flexi reports have been provided to report on GST/PAYG data. The reports available are listed below with descriptions for each. The report only includes those returns that have GST/PAYG information attached.
Code | Name | Description |
|---|---|---|
NTSCFDef | Company and Fund Deferred Instalments | Lists Total tax deferred payments made to date and the balance. |
NTSFbtQ1 | FBT for the First, Second Quarter, Third and Fourth Quarters | Lists ATO Advised Instalment, Estimated FBT, Varied Instalment and amount of FBT payable for each quarter selected. |
NTSInsA | Instalment amounts Annual | Lists instalment income, ATO and Varied rate, as well as the amount of PAYG instalments that are payable or refundable. This report only includes amounts entered in the Annual fields in the Instalment screen. |
NTSInsQ | Instalment income all Quarters | Lists the instalment income for each quarter, including a year to date figure. |
NTSInsQ1 | Instalment amounts for the First, Second, Third and Fourth Quarters | Lists Instalment income, ATO Instalment rate, Varied instalment rate and total PAYG payable or refundable for the quarter selected. Also includes a year to date figure. |
NTSInsTo | Instalment amount Totals | Lists total instalment income and amounts payable or refundable to date. |
NTSPg4 | Withholding amounts at label 4 | Lists total PAYG withholding amounts for each month, including a year to date figure. |
NTSPgW1 | Salary, Wages and Other Payments (W1) | Lists withholding amounts for each month for the item selected, including a year to date figure. |
NTSProfi | GST/PAYG Profile | Lists all the details recorded in the GST/PAYG Profile screen, such as whether an Annual Election has been lodged, whether registered for GST on a cash or accrual basis, and whether the taxpayer has Withholding or FBT obligations. |
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