Status indicators for clients with multiple branches

https://help.myob.com/wiki/x/0vA6Ag

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If you've linked a client to their MYOB Essentials or AccountRight file, you can see which forms are coming up for the client on the Transaction processing page.

If the 'Multiple' status appears

If you prepare activity statements for more than one branch, you might see the Multiple status appear on the Transaction processing page.

This means we've received ATO activity statement information for multiple branches but can't match them to the client because their branch number is missing in their record.

You will need to enter a branch number before you can see their activity statement details on the Transaction processing page.

To add a branch number to a client record

Click All Clients in the top left of any page.
In the Client list, find the client you want to add the branch number to.
Click theEdit icon to open the record.
Enter the Branch number.
Click Save.

To add a branch number to a client record (if you use MYOB AE/AO)

There are two steps to complete.

First you need to create a user defined field in MYOB AE or AO so you can enter the branch number, and then you’ll need to enter the number in each client record.

Create the ABNBranch field

In MYOB AE or AO, go to the Maintenance menu and choose Maintenance Map.
Click User defined in the left menu.
Click Extra Fields.
In the first row of the table, right under the header row:

Type ABNBranch in the Field column.
Select the Contact checkbox.
Click in the Data Type field, and select Number from the list.

Press Enter, and the ABNBranch field will be saved to the list.
Click OK.

Add the branch number to a client

In MYOB AE or AO, click Contacts in the toolbar.
Open a client record.
Click the Extra tab.
Type the branch number in the Value column of the ABNBranch row.
Click OK.

Tracking activity statements for a client's other branches

If you use MYOB AE/AO: You can’t have more than one client with the same ABN, which means you won’t be able to track activity statement obligations for multiple branches on the Transaction processing page. To help you track the status details of forms you've added for their other branches, go to the Tax page.

If you don't use MYOB AE/AO: Since you can only specify one branch number for each client record, here's what you can do if you prepare activity statements for another branch:

Create another client record with the same ABN, and enter the other branch number you service. You will need to link the client to a file that hasn't already been linked. OR
Only have one record for the client, and track the status details of forms you've added for their other branches on the Tax page.

The Tax page only shows details for forms you have started.

Related topics

Track the status of a form

Create clients

Link an online file to a client

Page tree

If the 'Multiple' status appears

Create the ABNBranch field

Add the branch number to a client

Tracking activity statements for a client's other branches

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