Compliance

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

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

This feature is available for clients who are in the beta program. If you're interested in joining the beta program, contact your account manager

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

Compliance is all about smart new workflows that will pre-fill your tax return, manage assets, add workpapers, documents to your trial balance accounts.

The Compliance page lists all the activity statements and income tax returns for your clients.

Viewing and filtering

To view tax returns and activity statements:

for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.
for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

You can also filter by period, type of tax return and status. To clear all filters, click Reset.

Adding and deleting

Click Add form to add a new activity statement. Adding a tax return is coming soon!
Click the ellipses at the end of the line and select Delete to delete a tax return or activity statements.
Click Back to the old system if you want to complete any FBT returns and any activity statements created prior to October 2019 with In Progress status.

Tax returns and activity statement are grouped by different statuses:

Status	Description
All unlodged	Lists all tax returns or activity statements
Not started	Tax returns or activity statements you haven't started working on.
In progress	Tax returns or activity statements that you're currently working on.
In review	Tax returns or activity statements to be reviewed by yourself or someone in your practice.
Ready for client	Tax returns or activity statements reviewed, approved, and ready to send to clients
Pending signature	Tax returns or activity statements sent to the client and awaiting their signature.
Ready for lodge	Tax returns or activity statements are all approved, signed, and ready to lodge to ATO.
Rejected	Tax returns or activity statements have been lodged to ATO and were rejected.
Lodged	Tax returns or activity statements are lodged successfully to ATO

What's next?

Learn about:

Related topics

Compliance

Tax returns

Activity statements and FBT returns

Preparing FBT returns

Welcome!

Let's get familiar with completing your activity statements and tax returns in the cloud.

We've made things simpler

Enter data once and we take care of the rest! Enjoy smart new workflows to complete:

activity statements
company tax returns
partnership tax returns
trust tax returns
fund/self managed super fund returns.
simple Individual tax return (without ledger attached)

Other benefits

Have your forms pre-filled.
Instantly access linked source documents within the workflow.
A smoother process saving you time to spend how you like!

Get all the benefits of working online

Watch this short video to see the benefits.

You'll enjoy the compliance features

Check out the features

Manage assets.
Group your accounts.
Prepare and lodge activity statements, tax returns and associated schedules.
Rollover forms from MYOB AE/AO.
Use workpapers to:
- reconcile and substantiate the trial balance
- automatically generate tax adjustments.