Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 22 Next »

 

 

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?

Anything else you want to tell us about the help?

Welcome!

Thanks for participating in this beta! You'll be completing compliance work for company entities in our cloud-based solution, and roll over data from the desktop for those companies to a 2018 tax return.

Read on to see the available features in this beta, and take a tour,

If you need any help, see our list of frequently asked questions, and learn how to give us feedback.


 

What is compliance online?

Complete compliance work faster than ever using our cloud-based compliance solution. Our automated features cut down on repetitive tasks, making it a breeze to work with clients. We've also mapped data fields throughout the workflow, so you only need to enter data once.

Other benefits include:

Having 70% of your tax form pre-filled

Drilling down to source documents within the workflow

Reducing your time-on-task.

 

 

What features are available?

As this is a beta release, we're only testing a small part of the whole experience at first. We'll roll out more features over time.

Main features at a glance:

Guided migration of clients to online compliance

Reconcilation and substantiation of trial balance using workpapers

Account grouping

Manaing fixed assets

Automatically generate tax adjustments through preparing workpapers

Preparing company tax return and associated scheules

Rollover from MYOB AE/AO

See our complete feature list to get a good idea of what you can do, what content is available, and what's on the horizon.

See also our latest Known issues page for a few issues that we're aware of and working hard to fix.


 

Before you begin

Set up your enviroment

Here are some things to consider before you dive in to this beta release:

  • This is an Australia-only release.
  • Make sure your version of MYOB AE/AO is updated to 5.4.30
  • Deactivate your pop-up blocker when using compliance in MYOB Practice

See detailed instructions on how to set up the environment to use compliance online.

Choose suitable clients that you use for online compliance and migrate them online

The ideal company client you should use is:

  •  A basic, small trading company
  •  Substantiate your closing balances
  •  Create a set of financial reports

See detailed instructions on how to migrate your clients online.