How do I manage a new client who has prior year tax returns? (AU)

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

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When managing returns for a new client, you must create the earliest return first and roll forward the return singly.

If your new client needs returns for prior years in which you used MYOB AO

For example create a 2013 return after the 2014 tax ledger is already established:

Add the new client. Creating a client
Create the 2013 return. Creating a return
Complete and lodge the 2013 return from the tax ledger for the current tax year as necessary.

As the 2013 return has missed the end of year rollover a 2014 copy of it will not be in the returns listed on the Client’s Tax returns tab.
Click Create return on the Tasks bar and create the 2014 return.
When the 2014 return opens, the RSD (rollover) menu allows you to roll the data from the lodged 2013 return into 2014.

You should start at the earliest year. If you create the client and return for 2012, you must then create the return in the 2013, open it an roll it into 2013. Then create the 2014 return, open it and roll it into the 2014 ledger.

How to If your new client needs older tax returns for years prior to 2010:

Create the client in MYOB AO Classic.
Complete all prior year returns in MYOB AO Classic.
Create the client in MYOB AO.
Create the 2010 return in MYOB AO.
Complete the remaining prior year returns as described above for MYOB AO.

What tax return data is converted from MYOB AO Classic to MYOB AO?

The following Tax information is converted (rolled forward) when a new return is created in MYOB AO and the prior year return is in MYOB AO Classic. This rollover will occur whenever you take on a new client who requires tax returns spanning the years during which your practice converted from MYOB AO Classic to MYOB AO.

The conversion includes :

Mandatory client fields: TFN, DOB, ABN, ACN
Basic Worksheets for the Individual, Fund, SMSF, Partnership, Trust and Company returns
Depreciation (assets)
Depreciation integration - Includes to Business, Rental, Low Value Pool, Motor vehicles, P&T worksheet and worksheets
Capital works integration - into Rental, general worksheets
Private Health worksheet
WRE (Work Related Expenses)
Losses
Motor Vehicle
Averaging
Rental Properties
Interest, Dividends and Trust/Partnership Income
Business Worksheet.

What Tax data doesn’t get converted?

The following Tax data is not converted when rolling over from MYOB AO Classic returns to MYOB AO returns:

SBEC (Old STS)
Foreign Income
Project Pools (D14)
Low value pool integration into depreciation
Motor vehicle integration - into business, P&T worksheet, general worksheet (D1).

Once this information has been entered into MYOB AO, the tax return rollovers for future years will rollover this data.

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What tax return data is converted from MYOB AO Classic to MYOB AO?

What Tax data doesn’t get converted?

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