Just these help pages, not phone support or the product itself
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New Zealand only
When you come aboard for the first time, you'll receive the message: We've got 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.
You'll see this message again at the beginning of every tax year, dependent on your clients' balance month, so you can create tax notices for multiple clients, in one go.
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 and you don't get a reminder to send the tax notice, click the Mark as Not required button displayed at the top of the page when you click in to the tax notice from the list view.
You can also change the status of multiple tax notices in one go. From the Tax notices list view, select the checkbox next to each tax notice that you want to change the status of, and select a new status.