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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
  1. Click All Clients in the top left of any page.
  2. In the Contact list, find the client you want to add the branch number to.
  3. Click theEdit icon to open the record.
  4. Enter the Branch number.
  5. 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

  1. In MYOB AE or AO, go to the Maintenance menu and choose Maintenance Map.

  2. Click User defined in the left menu.



  3. Click Extra Fields.

  4. In the first row of the table, right under the header row:

    1. Type ABNBranch in the Field column.

    2. Select the Contact checkbox.

    3. Click in the Data Type field, and select Number from the list.

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



  6. Click OK.

Add the branch number to a client

  1. In MYOB AE or AO, click Contacts in the toolbar.

  2. Open a client record.

  3. Click the Extra tab.

  4. Type the branch number in the Value column of the ABNBranch row.

  5. Click OK.

Tracking activity statements for a client's other branches
If you use MYOB AE/AOYou 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.

     

     

View activity statement details on the Transaction processing page

You can see your clients activity statement obligations, including due dates and status information, on the Transaction processing page. This makes it easy to identify and prioritise the work you need to complete for each client. And it’s conveniently located next to their other file details, so you can finish coding their file and then move onto preparing their activity statements from the same page.

The Transaction processing page shows the next activity statement that’s due for each client, and any overdue statements you haven’t lodged yet. You can quickly open the next form that needs completing by clicking the status.

Setup checklist

Review this checklist to make sure you’ve set up everything that’s required to view activity statement details on the Transaction processing page.

Have you set up your agent details?
  • Set up an agent in MYOB Practice and enter the ABN that’s associated with your tax agent number.
  • Record the software ID in your ATO Access Manager. This number appears when entering your agent details in MYOB Practice.
  • Select the Refresh ATO details daily option on the ATO agent settings page next to your agent details.

If more than one agent has the same agent number and ABN, selecting the Refresh ATO details daily option will apply to all of them. It can take up to 24 hours for activity statement details to appear on the Transaction processing page after you select this option.

Also, the ATO will only send this information to MYOB software while this option is selected. If you need to retrieve these details from non-MYOB software, you’ll need to deselect the Refresh ATO details option first (the first update could take 24 hours to be received).

Have you set up your clients?
  • Check that your clients are also listed in your ATO portal, and their details match what appears in MYOB Practice, including their ABN and Branch.
If another agent adds one of your clients to their ATO portal, you’ll no longer receive that client’s activity statement details on the Transaction processing page - this is due to ATO only allowing a client to be associated to one agent at any time.