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New Zealand only

MYOB Practice Tax allows you to file tax returns using Inland Revenue's new gateway filing service. With a streamlined user experience, better navigation and more screen space, you can do taxes anywhere, at any time, and even faster than before.

Take a sneak peek

Watch a video on how to set up and prepare tax returns in MYOB Practice.

Preparing to upgade

Make sure you've synced your AE/AO contacts into MYOB Practice and that you have your tax agent IRD number and client list number on hand.

To set up your practice for MYOB Practice Tax, you'll first need to add your tax agencies into your MYOB Practice settings. You'll only need to do this once per agent so that we can connect to Inland Revenue to file tax returns and download your client's Inland Revenue transactions.

See how it's done. Check out our course on setting up Tax in MYOB Academy.

There's a few things you'll need to do before you can upgrade to MYOB Practice Tax:

  1. Activate MYOB Practice.
  2. Turn on contact sync by activating the MYOB Contacts Migration service on your server.
  3. Install MYOB AE/AO version 5.4.36.
  4. Talk to your MYOB Sales Specialist about when's the best time to upgrade for your practice.

What's next?

The next step to getting started with MYOB Practice Tax is to upgrade your desktop Tax software.

This will bring across agency details for all your agents and client tax settings. Once the upgrade is complete, you can start reconciling, preparing tax notices and tax returns straight away. You don't need to configure any agent settings or client settings.

Once you've finished upgrading, you might want to check all your client's details have come across to MYOB Practice Tax.