Where did my data go?

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

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The following tables provides a summary of where to find your data in MYOB AO as well as link to further information that is available in this guide or in the Online Help.

Practice Details

Data

Location

More Help

Practice details

Maintenance - Companies page

Select Maintenance > Maintenance Map > Internal > Companies

Open the field chooser to add more fields (for example, address information) to the table.

Agency details

Maintenance - Agency Details page

Select Maintenance > Maintenance Map > Tax > Maintain Agencies

Working with Tax Manager.

Account lookup schedule

IRD Data Downloads Schedule window

Select Maintenance > Maintenance Map > Tax > IRD Download Schedule

Working with Tax Manager.

Client Data

Data	Location	More Help
Client Details	Main tab on the Client page. Click and search for and select the client.	Main tab
Client Addresses	Addresses tab on the Client page. Click and search for and select the client.	Addresses tab
Custom Fields and additional information	Extra tab on the Client page. Click and search for and select the client.	Extra tab
Client Relationships	Associated tab on the Client page. Click and search for and select the client.	Associated tab
Client Tax settings	Tax tab on the Client page Click and search for and select the client.	Tax tab
Team Responsibilities	Responsibility tab on the Client page. Click and search for and select the client.	Responsibility tab

Tax Manager

Data	Location
List of tax clients	Find Tax Clients page Click .
Summary of a client’s tax position	Tax manager window — Summary view Click and search for the relevant client. Click on the IRD Number for that client.
Tax Manager transactions for a client	Tax manager window — Transactions view Click and search for the relevant client. Click on the IRD Number for that client. Click Transactions in the Tasks bar.
IRD transactions for a client	Tax manager window — IRD Statement view Click and search for the relevant client. Click on the IRD Number for that client. Click Transactions in the Tasks bar.
Reconciliation between IRD and Tax Manager transactions	Tax manager window — Reconciliation view Select IRD Data from the button menu. Click on any IRD Number.
List of payments due	Tax Notices page Select Tax Notices from the button menu.
Tax Notice details	Tax manager window — Tax notice details view Select Tax Notices from the button menu. Click on the IRD Number for the relevant client.
IRD Data	IRD Data page Select IRD Data from the button menu.
IRD Download history	IRD download history window Select Maintenance > Maintenance Map > Tax > View IRD Download History
Filing Statistics	Filing Statistics page Select Filing statistics from the button menu.
Missed Payments	Missed Payments page Select Missed Payments from the button menu.
E-File	AO Classic E-File window Select E-File from the button menu.

More help: Working with Tax Manager.

Related topics

Page tree

Practice Details

Client Data

Tax Manager

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Using MYOB AO

Clients

Recording time & disbursements

Using Jobs

Bills

Debtors

Reporting

Tax Australia

Tax Manager (NZ)

Administration

Maintenance