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Can I customise tax statements and tax returns?

The tax statement is currently not customisable. However, but we plan to give you the ability to edit the footer of Tax Summary templates in the future.

Tax returns are not customisable.

Our tax summaries are one page. Why does the new one stretch to two pages?

The tax statement (tax summary) produced by MYOB Practice Tax includes more detail than the tax summaries produced in AE/AO Tax, and will always include a place for the client to sign. It's designed for ease of viewing from the client's point of view.

The length of the tax summary also depend on your client’s details, as some tax statements can fit all the contents in a single page, but others who have income, deductions or many values other categories may overflow to the next page.

Tax notices

Can I prepare and send tax notices in bulk?

Not yet, but we aim to have this feature available in the first quarter of 2021.

 

Data reconciliation

Can I reconcile multiple transactions at once?

Yes. You can reconcile two or more transactions. They can be different types.

How can I view missed payments?

There are 3 ways:

In tax notices via Missed payments report

In Data rec.