If the client is new, you must create the client in MYOB AO before creating a tax return for them. See Creating a client.
Access the Tax Returns tab on the Client page.
Click Create Return under Tax Return on the Tasks bar. The Create Tax Return window opens.
Select the year for the return on the Tax return year drop-down.
Click Create. If the client has a return for the previous year, a message appears indicating that the data will be rolled forward. Access online learning video on this topic
Click OK. The Roll-over - Retain Schedule Data (RSD) dialog appears.
You now have two options:
Click Yes to roll over details into the new tax return for the present year, or
Click No to create an empty tax return.
The AO Import Utility window opens if information must be imported from MYOB AO Classic. This may take a few minutes. The tax return opens in a new window