Tax reports (AU)

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MYOB AO previews and prints many reports concerning data in your tax ledger.

Reports menu print options

Under the Reports menu, the printing options include:

Option	Description
Print Return	Provides for validation and printing of multiple copies of a return, its attachments (lodgable schedules, worksheets and grids), notes, declarations, [F4] Estimate and invoice preparation.
Printing Schedules	Prints one or more schedules on an individual basis, perhaps for checking purposes, prior to printing the entire return. For example, to check the Capital Gains summary prior to completing and lodging the return.
Tax Office Copy PDF Functionality	Prepares a single pdf file of a valid return, all available active schedules, attachments and the Electronic Lodgment Declaration (ELD) in the required order. For details on this functionality, read the online help for ‘Tax Office Copy PDF’. To use this wizard you will need to select settings on the Defaults tab. For details see Configuring the Control Record.
Print Notes	Prints notes attached to returns, that is, schedule notes and to print notes that apply to the assessment details.
Proforma Schedules	Prints schedules, without amounts or narrations, for use during the process of interviewing clients. These schedules might then be used to prepare tax returns.
Return Label Printing	Prints return labels for official correspondence.
Returns Attached to Clients	Prints the details of return code, TFN, return type, return name of all returns for all clients (first to last) each on a separate page.
Tax Preparation Audit Trail	Prints a report of actions taken and changes made to returns or schedules within Tax. This audit file has the potential to become large so it should be printed and cleared regularly.
ATO Report Import (solicited and unsolicited reports)	To open the index of these reports select Reports > Audit Trail > ATO report import. This report deals with the files downloaded from the ATO. It is the Audit Trail of actions taken when this data is used to update Tax. The downloaded files include Activity Statement Client List for quarterly or annual BAS/IAS.
Lodgment Reporting	Reports concerned with monitoring the lodgment process for income tax returns and other lodgable forms.
BAS/IAS Reports	Reports concerned with monitoring lodgment of BAS and IAS form types.

Other print options

Printing processes available under menus options other than Reports include:

Option	Description
Tax Estimate [F4]	The detailed Tax Estimate can be prepared by selecting [F4] or by selecting Preparation > Calculation > Estimate.
Assessment Details and Letters	Click Preparation > Assessment Details to open the dialog where you record details from the Notice of Assessment (NOA) issued by the ATO and prepare the covering letter to accompany the NOA to the client.
Tax Letters	This option on the Tax Letters menu will print a letter opened as a Microsoft Word document. The content can include merge fields available to Tax and can be edited, printed or saved.
ATO Reports	The index listing reports received from the ATO is opened by selecting Lodgment > Electronic > ATO Reports.

Depending on the type of report selected, Report Options for printing, updating and sorting will for differ.

Related topics

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Reports menu print options

Other print options

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