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https://help.myob.com/wiki/x/OYCMBg
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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.
When creating a new contact to link to, the new contact is added to your MYOB Practice contacts list, so you can select them whenever you need to select a contact in MYOB Practice. If you use AE/AO, we’ll also create the contact in AE/AO for you. You only need to link each contact once.
New contacts and changes to client details can take up to 5 minutes to appear in AE/AO
- Click + Link new or existing contact. The field becomes editable.
- Choose the contact you want to link:
- To link an existing contact
- Enter the name of the contact in the field. As you type a list of contacts appears.
- Select the right contact and press ENTER.
- To create and link a new contact
- Click Create contact to create the contact in MYOB Practice. The Create contact window appears.
- Fill in the contact details and click Save.
- To link an existing contact
- 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 "We’ve found (X) contacts requiring attention. These contacts are unlinked, linked to multiple contacts or have different data to ASIC” on the Client lodgements page.
These multi-linked companies will also display the message “This contact isn't linked to a company, trust or SMSF that your practice manages" when you attempt to access their Corporate admin page.
You’ll need to unlink any incorrectly linked companies from their contact details in MYOB Practice before you can access their Corporate admin page.
- Select All clients on your client side-bar and open Corporate admin.
- Select Client lodgements. The Client lodgments page opens with the following alert at the top of the page.
- In the alert, click the Review now link. The Review contacts page opens.
All contacts linked to multiple ASIC-registered companies are listed in the Multi-linked contacts section. To unlink any additional or incorrectly linked companies, go to the MYOB Practice contact’s details and unlink the company from ASIC information. See To unlink a contact for more information.
- Click Contacts on the top menu bar. The Contact list 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.
MYOB Practice and ASIC contact comparison
If there's a difference between the information on your client's Corporate admin records to the information on ASIC's records, these discrepancies will appear in the MYOB Practice and ASIC contact comparison section.
When lodging a form to update your client's ASIC's records, you'll also need to update your Corporate admin records once ASIC have accepted the changes. When ASIC has accepted the changes, we'll show you the above alert. Click Review contacts to access the MYOB Practice and ASIC contact comparison.
- If you want to update all listed contacts, select the checkbox in the column header, next to Name. This will select all the contacts on the page.
If you need to update only one contact, select the checkbox next to the name of the contact you want to update.
The Update MYOB Practice, Dismiss for 7 days and Delete buttons appear. Click Update MYOB Practice.
If you've selected to update a contact's address, you'll receive a prompt to select the address type to update for each contact. Select the address type, then click Update.
The contact’s name and address updates in MYOB Practice. If you use AE/AO, these details will also be updated in AE/AO on the desktop. Changes can take up to 5 minutes to appear in AE/AO.
- If you want to update all listed contacts, select the checkbox in the column header, next to Name. This will select all the contacts on the page.
If you need to update only one contact, select the checkbox next to the name of the contact you want to update.
The Update MYOB Practice, Dismiss for 7 days and Delete buttons appear. Click Dismiss for 7 days or Delete.
If you choose to Dismiss for 7 days, you won't be notified to update the contact details for 7 days.
If you choose to Delete, you won't be notified to update the contact's details again.
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