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https://help.myob.com/wiki/x/IwNXAw
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We only receive IR data and create tax notices for tax clients.
Won't need to change anything. If they do, these tax settings won't sync back to desktop
If you've come from desktop AE/AO, all your compliance settings are migrated also.
Settings you change here will apply to MYOB Practice only. If these settings need to be replicated in AE/AO if you require them to be updated in desktop also.
Compliance settings
To edit Compliance settings
Select a client on your client sidebar, and click the Settings icon (
) on the top right of the page.- Under Compliance settings, click Edit. The fields in the Compliance settings become editable.
Edit the required fields:
- Tax client—answer Yes if you'll be filing this client's tax return and/or you want to receive IR data for this client.
- IRD number—the client's 9-digit IRD number.
- Balance month—the last month in your client's accounting year.
- GST taxable period—how often you file your GST returns.
- Entity details—entity-specific settings.
For Year-based compliance settings, select the year you want to view the client's tax settings.
- Edit the required fields:
- Return preparation date—select the return preparation date. Leave this field blank if you want to use the tax return approval date.
- New provisional taxpayer—if this is a new provisional taxpayer, answer Yes and enter the start date of taxable activity.
- Agency—select the tax agent you want to use to file the tax return.
- Return required—answer No if a tax return is not required to be filed this year.
- L letter—answer Yes if this client has been issued an L letter.
- D letter—answer Yes if this client has been issued a D letter.
When finished, click Save.
Tax notice settings
The tax notice settings ..... Tax notices in the next period will be created using the provisional tax option you've specified in these settings.
Current year tax notices = can't be edit here, only for context. Need to edit in tax notice itself (click the icon purple)
The Delivery preference dictates how you will send tax notices to your client. If you choose portal, when you click Send to client from within a tax notice, you'll have the option to create a task for your client.
To update the provisional tax option
Select a client on your client sidebar, and click the Settings icon (
) on the top right of the page.- Scroll until you see the Tax notice settings, then click Edit.
- To change the provisional tax option for the current year, click Edit to open the tax notice.
- To change the provisional tax option for the following year, select the provisional tax option from the drop-down. Tax notices created for the following year will have this option selected by default.
- If you want to pool instalments, select Tax pooling. This sets the provisional tax notices to Not required, so you won't receive any tax notice or payment alerts for the client, for the tax year.
- Click Save to save your changes.
To update the tax notice delivery preference
Select a client on your client sidebar, and click the Settings icon (
) on the top right of the page.- Scroll until you see the Tax notice settings, then click Edit.
- Under Delivery preferences, select either:
Send task to client to send tax notices to your client via the client portal.
This client must have a portal to select this option.
Send manually if you want to manually download tax notices to provide to your client via other means.
- Click Save to save your changes.
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