Review contacts

https://help.myob.com/wiki/x/fIIWAw

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Do not delete this page - MYOB Practice navigates to it from within the product

When you have ASIC companies, officers or shareholders in MYOB Practice that:

are not linked to an MYOB contact
are linked to multiple MYOB contacts
have different data in Corporate admin to that on ASIC's records,

you'll receive the following message on your Client lodgements page:

.

To view the affected contacts, click Review now.

Unlinked contacts

Linking an ASIC contact to MYOB Practice streamlines your data entry so you can keep your records and ASIC's up-to-date. When anyone makes a change to the contact details with ASIC, we'll let you know, so you can update your records accordingly. You only need to link each contact once.

An identifier is the client's date of birth, ABN or ACN. This helps you differentiate between contacts with the same name or identify contacts with an incorrectly entered date of birth, ABN or ACN.

To link a contact

Click + Link new or existing contact. The field becomes editable.
Choose the contact you want to link:
- To link an existing contact
  1. Enter the name of the contact in the field. As you type a list of contacts appears.
  2. Select the right contact and press ENTER.
- To create and link a new contact
  1. Click Create contact to create the contact in MYOB Practice. The Create contact window appears.
  2. Fill in the contact details and click Save.
  The MYOB Contact name, identifier and (if applicable) client code appear in the relevant fields.
Repeat steps 1 and 2 until all contacts are linked.
Click Finish.

Multi-linked contacts

If you have any companies linked to multiple ASIC-registered companies, you'll receive the message "This contact isn't linked to a company, trust or SMSF that your practice manages" and you won't be able to access Corporate admin for those entities.

To view all multi-linked contacts, click Review contacts when you see the following message on the Client lodgements page.

We've found x contacts requiring attention. These contacts are unlinked, linked to multiple contacts or have different data to ASIC. Review now

To unlink a contact

Click Contacts on the top menu bar. The Contactlist appears.
Find your client in the Contact list and click the row with their name.

A right-hand pane appears with their contact details.
In the right-hand pane, scroll until you see ASIC information.
Click Edit.
For the incorrectly linked company, click to unlink them from this contact. The registered company disappears from the contact's ASIC information.
Click Save.