Not available in Accountants Office

Also refer to these help topics:

• Auto saving to Document Manager

• PDF Manager

• Automatic Profiling to Document Manager

• Applying Mark-ups to Tax Returns

Back to Printing Returns

By printing tax returns to PDF from the Print Preview window you are able to email or file tax returns in PDF format. Converting the tax return to a PDF document increases document security. The PDF document includes ALL the documents selected for the print run.

This PDF functionality does not require a separate installation of PDF software and any upgrades to the PDF software occur when installing each new version of Tax.

Procedure:

1. With the tax return open, click Reports > Print Return.

2. Make the required selections in the Print Form window and click OK.

3. From the Print window, click Preview.

4. From the Print Preview window, click the button Output to PDF  on the toolbar. The screenshot below highlights this button.

5. 

1. From the File Export window, type a file name and save the PDF version of the tax return to the specified location.

Auto saving to Document Manager

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.

Procedure:

1. With the income tax return open, click Reports > Print Return to open the Print Form window.

2. Make your selections and click OK.

3. From the Print window, click Preview to open the Print Preview window.

4. Click the icon on the toolbar as shown here:

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1. The Create Document Wizard opens with both Contact and Title pre-filled.

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1. Make your selections and click Next to move on to the Profiling tab.

2. Make your selections on the Profiling tab and click Finish.

Back to Printing Tax Returns to PDF Printing

PDF Manager

Not available in Accountants Office

For Practice Manager users, printing to MYOB PDF Manager allows you to:

• Profile tax returns to Document Manager, and

• use the Mark-up feature to add an image, such as 'Sign Here', on a tax return.

For information on the benefits of using PDF Manager refer to  Overview.

Related topics

Automatic Profiling to Document Manager

Applying Mark-ups to Tax Returns

Back to Printing Returns

Automatic Profiling to Document Manager

Not available in Accountants Office

When using the Save with function to profile to Document Manager the Contact pre-fills with the correct client code from the tax return printed and the Title pre-fills using a naming convention relevant to the tax year printed.

Procedure:

1. With the tax return open, click Reports > Print Return.

2. Make your selections and click OK.

3. At Printer Name, select MYOB PDF Manager from the list of printers.

4. Click Print to save the printed return to the Source Documents tab.

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1. In the Source Documents Task bar, expand the PDF Tasks and click Save with.

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1. The Contact shows the client code from the tax return and the Title pre-fills using a naming convention based on the tax return year printed.

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1. Make the selections and click Next to move on to the Profiling tab.

2. On the Profiling tab, make the selections and click Finish.

3. The tax return is profiled to MYOB Document Manager, and added to the client's Document tab in Practice Manager.

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Applying Mark-ups to Tax Returns

Not available in Accountants Office

Adding Mark-up to a tax return before emailing it to a client or saving it to MYOB Document Manager. For example, the Mark-up image may state, 'Sign Here'.

To add a markup:

1. After printing to MYOB PDF Manager, open the Source Documents tab and sort the Tax Return, apply watermarks and security settings as required.

2. Click the Document Mark Up tab.

3. Scroll through the tax return to where the 'Sign Here' mark-up will be placed.

4. Click the Stamp  to open the list of images.

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1. Double click the bitmap, SignHere.bmp to paste it into the document.

2. The image can be modified:

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1. Drag the Sign Here image to the preferred position

2. Drag the Sign Here image to resize it.

3. Double click the image then type note details inside the text box.

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1. Click outside the image area when finished.

2. Save the document to MYOB Document Manager or email it to the client.

Appearance of the Mark up

Not available in Accountants Office

To change the fill and line colours, opacity, and other appearance values:

1. Right click the object and select Properties.

2. Open the Appearance tab Make the changes.

3. Click Close to save those changes.

Printing a marked up document

Not available in Accountants Office

To include or exclude the mark up and stamps when printing a document:

1. Open the PDF document.

2. Click File > Print.

3. Click the arrow at the Comments and Forms field and select:

• Document

• Document and Markups

• Document and Stamps

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Back to Printing Returns