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Task

Summary

More Help

Create an employee

In MYOB AO, select Open > Employee from the AO-GS-Button-Contacts-small.png menu. Use the Create Employee Wizard to create a new employee.

Employees

Enter practice information and configure practice defaults

On the Tax — Client Search page click Control record on the Tasks bar, OR, with a tax return open, select Utilities > Control Record.

Configuring the Control Record

Configure ELS communication setup for the practice

On the Tax — Client Search page, click ELS Setup on the Tasks bar, OR, with a tax return open, select Utilities > ELS Communications setup.

Configuring ELS communication setup

Edit print jobs and print options

With a tax return open, select Utilities > Practice default options > Print options.

Editing the default print jobs and print options

Tax agents

On the Tax — Client Search page, click Agents on the Tasks bar, OR, with a tax return open, select Maintenance > Agents.

Adding and editing agencies

Tax Contacts

On the Tax — Client Search page click Contacts on the Tasks bar, OR, with a tax return open, select Maintenance > Contacts.

Adding tax contacts

 
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