Adding / accessing a schedule, form or worksheet (AU)

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

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There are several ways to access schedules, and worksheets. You can choose the method which you find most convenient.

Using the Tasks bar

Schedules, forms and worksheets can be added and accessed from the Tasks bar. Schedules are listed under ATO Schedules, forms under ATO Forms and worksheets under Worksheets on the Tasks bar. Click the schedule, form or worksheet name to add a new one. To add a new schedule, form or worksheet where multiples of the same type can be attached, click the name and then Add New.

Once a schedule / form / worksheet has been added a indicates an item of that type has been completed. Click the name to open the schedule / form / worksheet. If more than one item has been attached click to expand and view the list and then click the name to name to open and view the schedule / form / worksheet.

See Tasks bar for more information on using the Tasks bar.

Schedules / forms / worksheets can be added and accessed from the Preparation > Schedule... menu.

How to use the Preparation > Schedule... Menu

In the return, click Preparation > Schedule. The Select Schedule Type window opens.
Find the schedule / form / worksheet in the list and click to select it.
Click Select.
- If this schedule / form / worksheet allows only one copy it will open.
- If this schedule / form / worksheet allows multiples and this is the first to be added to the return, it will open. Otherwise, the Select Schedule window will list those already created. Click a schedule / form / worksheet in the list and click Select or click New.
Enter information into the schedule / form / worksheet.
Click to save and close the schedule.

If the Select Schedule window opens you can select another schedule or worksheet or click Close.
When you save and close each schedule or worksheet the data is transferred to the relevant field(s) in the Tax Return.

Using labels

A label is a black box with a white letter in it, for example, . Labels appear beside many fields on the return. They are similar to those that you find on a paper copy of a tax return.

How to use labels

Click the Label next to the field to access the relevant schedule/worksheet.
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If this schedule / worksheet:
- allows only one copy it will open.
- allows multiples and this is the first to be added to the return, it will open. Otherwise, the Select Schedule window will list those already created. Click a schedule / form / worksheet in the list and click Select or click New.
Enter information into the schedule/worksheet.
Click to save and close the schedule.

If the Select Schedule window opens you can select another schedule or worksheet or click Close.
When you save and close each schedule or worksheet the data is transferred to the relevant field(s) in the Tax Return.

Related topics

Page tree

Using the Tasks bar

Using the Preparation > Schedule... Menu

Using labels

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