Working with Agencies

MYOB AE/AO allows you to define an Agency for each Agency List associated with your practice.

Each client is linked to their relevant Tax Agency on the Client page > Tax tab.

Agencies are set up and maintained by your system administrator using the Maintenance - Agency Details page where you can:

• Add new agencies

• Update the details for an Agency

• Delete agencies

• Set practice and partner default agencies for the practice and partners

To open the Maintenance - Agency Details page

1. Select Maintenance > Maintenance Map from the menu.

2. Click Tax on the Tasks bar.

3. Click Maintain Agencies.

To add an agency

1. Open the Maintenance — Agency Details page.

2. Click Add agency on the Tasks bar.


The Maintain Agency Details window opens.

3. Enter an Agency name.


This is a mandatory field and must be unique within your practice. The agency name is limited to a maximum of 40 characters.

4. Complete the rest of the details as required. For information on how to complete the fields, refer to Completing the Maintain Agency Details information.

5. Click OK to save the changes and close the window.

To update agency details

1. Open the Maintenance — Agency Details page.

2. Click the agency you want to update to select it.

3. Click Edit agency on the Tasks bar.


The Maintain Agency Details window opens, displaying the information for the selected agency.

4. Overtype the information as required to update any values.

5. Click OK to save the changes and close the window.

To delete an agency

1. Open the Maintenance — Agency Details page.

2. Click the agency you want to delete to select it.

You cannot delete an agency if it is defined as the default agency for either the practice or a partner. You must make another agency the practice/partner default before deleting.

3. If the agency is active (a No is displayed in the Inactive column), update the agency details and set the Inactive field to Yes.

4. Click Delete agency on the Tasks bar.


A confirmation window opens.

5. Click Yes to delete the agency.

Setting the default agency for a partner

1. Open the Maintenance — Agency Details page.

2. Click Set partner default agency on the Tasks bar.


The Partner default agency window opens, displaying a list of partners and their default agencies.

3. Review the agency for each partner. If you want to change any of the defaults:

1. Click on the agency you want to change.

2. Click to open a drop-down list of agencies and select the agency you want as the default.

3. When you have set the default agencies for all partners, click OK to save the changes and close the window.

To set a default agency for the practice

1. Open the Maintenance — Agency Details page.

2. Click Set practice default agency on the Tasks bar.


The Practice default agency window opens.

3. Click on the agency to open a drop-down list of agencies and select the agency you want as the default for the practice.

4. Click OK to save the changes and close the window.

Related topics

Completing the Maintain Agency Details information