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

Australia only

To prepare and lodge FBT returns, add a tax/BAS agent and authorise MYOB as your software provider.

To add an agent and authorise MYOB
  1. Click Compliance in the top menu bar, then click Back to old system.
  2. Click Continue. The Add agent window appears.

  3. Enter the details.

  4. Click Add. The Software ID for this agent displays. You'll need this to authorise MYOB to transmit lodgments for this agent. Learn more

  5. Write down the ID or click Copy to save the Software ID to the clipboard (so you can paste it into ATO Access Manager later).
  6. Click Next and follow the on-screen instructions to authorise MYOB to lodge returns for you. This is done in ATO Access Manager (https://am.ato.gov.au).
  7. Click Done. The Tax settings page appears, and your agent details are now listed.
  8. You have the option of receiving activity statement status updates direct from the ATO. These details will appear on the Transaction processing page.
    To receive this information, select the Refresh ATO details daily option next to the appropriate agents on the Tax settings page.

    If the Refresh ATO details daily option is selected, the ATO will only send status information to MYOB systems. However, if you deselect the option in MYOB Practice, you can then request those details from a non-MYOB solution.

    It can take up to 24 hours to receive the details.

To edit an agent's details
  1. Click Compliance in the top menu bar, and then click Settings on the Tax page.
  2. On the Tax settings page, click […] to the right of the agent’s details.
  3. Select Edit from the drop-down. This opens the Edit tax agent dialog.
  4. Edit the details in the relevant fields.
  5. Click Save to return to the Tax settings page.
To delete an agent

Deleting a tax agent is permanent – you won't be able to undo it.

 

  1. Click Compliance in the top menu bar, and then click Settings on the Tax page.
  2. On the Tax settings page, click […] to the right of the agent’s details.
  3. Select Delete from the drop-down. This opens the Delete tax agent dialog.
  4. Click Delete to permanently delete a tax agent.