Auto saving to Document Manager

https://help.myob.com/wiki/x/q7yyAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Not available in Accountants Office

The Print Preview toolbar provides the Share It button when Practice Manager installed. This function allows users to profile tax returns to the client’s Document tab in Practice Manager. When Share It is selected the Create Document Wizard opens with the Client Code and document Title pre-filled.

For more information on using Document Manager refer to Document Manager Overview.

To profile tax returns to the client's Document tab

With the income tax return open, click Reports > Print Return to open the Print Form window.
Make your selections and click OK.
From the Print window, click Preview to open the Print Preview window.
Click the icon on the toolbar as shown here:
The Create Document Wizard opens with both Contact and Title pre-filled.
Make your selections and click Next to move on to the Profiling tab.
Make your selections on the Profiling tab and click Finish. The tax return is now profiled to the client's Document tab in Practice Manager.

Related topics

Printing Tax Returns to PDF Printing

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Returns

Activity Statements

Forms and Schedules

Using MYOB AE/AO Tax