Review contacts

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

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Do not delete this page - MYOB Practice navigates to it from within the product

When you have ASIC companies, officers or shareholders in MYOB Practice that:

are not linked to an MYOB contact
are linked to multiple MYOB contacts
have different data in Corporate admin to that on ASIC's records,

you'll receive the following message on your Client lodgements page:

.

To view the affected contacts, click Review now.

Unlinked contacts

Linking an ASIC contact to MYOB Practice streamlines your data entry so you can keep your records and ASIC's up-to-date. When anyone makes a change to the contact details with ASIC, we'll let you know, so you can update your records accordingly. You only need to link each contact once.

An identifier is the client's date of birth, ABN or ACN. This helps you differentiate between contacts with the same name or identify contacts with an incorrectly entered date of birth, ABN or ACN.

To link a contact

Click + Link new or existing contact. The field becomes editable.
Choose the contact you want to link:
- To link an existing contact
  1. Enter the name of the contact in the field. As you type a list of contacts appears.
  2. Select the right contact and press ENTER.
- To create and link a new contact
  1. Click Create contact to create the contact in MYOB Practice. The Create contact window appears.
  2. Fill in the contact details and click Save.
  The MYOB Contact name, identifier and (if applicable) client code appear in the relevant fields.
Repeat steps 1 and 2 until all contacts are linked.
Click Finish.