Just these help pages, not phone support or the product itself
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Don't have this feature? Talk to your Account Manager about upgrading Tax for your practice.
New Zealand only
When you come aboard for the first time, you'll receive the message: We've downloaded IRD data for (X) clients. Do you want to create their tax notices?
When you click Create now, all provisional tax notices and terminal tax notices will be created for your tax clients, for the current period, once their IR data is downloaded.
We only create tax notices for tax clients.
If you can't find a tax notice for your client, check that they're a Tax client in their Compliance settings.
At the end of every financial year, tax notices will automatically be created for tax clients for future years. This is based on each client’s balance month, which you can change in their Compliance settings.
If you've changed the GST taxable period, Balance date or Extension in your client's Compliance settings after their tax notice has been created, please contact support to have these values updated in the tax notice.
Working with tax notices after upgrading
If you've upgraded from AE/AO Tax to MYOB Practice Tax, your tax notice preparation could be streamlined.
If your client's 2019 or 2020 tax return has already been filed or assessed in AE/AO, then their tax notices are prefilled with the filed or assessed tax return values in MYOB Practice. This means that no additional work is required by you.
If this client's 2019 or 2020 tax return has not been filed or assessed in desktop, then you have the flexibility of manually entering the tax return values.
To update the status of a tax notice to Not required
If a tax notice isn't required for this client, click the Mark as Not required button at the top of the page, so you don't get a reminder to send the tax notice.