Preparing a tax notice

https://help.myob.com/wiki/x/vwK0Aw

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

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.

This message appears at the beginning of the tax year, dependent on your client's balance month, allowing you to create tax notices in bulk for the period.

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 prepare a tax notice

Go to Compliance > Tax notices and find your client's tax notices in the list.
Click the tax notice you want to edit. The tax notice opens.
Make the required adjustments in the tax notice page. See Provisional tax notices or Terminal tax notices for information about completing the fields.
Once you've made all required adjustments, click Next at the top of the page and select either:
- Send for review, if you want to send the tax notice to be reviewed by another member in your practice, or
- Mark as Ready for client, if you're ready to send the tax notice to your client.

To mark a tax notice as Not required

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.