Getting started with MYOB Practice Tax (AU)

https://help.myob.com/wiki/x/Q4cEB

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MYOB Practice Tax (AU) lets you prepare and lodge tax returns online. With a streamlined experience, you can access your tax software anywhere, anytime.

To start using Practice Tax (AU), you'll need to perform some one-off tasks. This will enable your practice with collaboration tools with your clients such as client portals, digital signatures, and our latest Documents features.

Some of these steps are done in MYOB AE/AO, and some in MYOB Practice. You'll only need to do this once before moving your first tax return.

MYOB AE/AO desktop

Make sure:

Your AE/AO version is up to date. Check our releases page to find out what the latest version is. To find your version, go to Help>About.
Enable Assets online: By enabling Assets online, you can view your assets in MYOB Practice. You'll need this to create your depreciation worksheets and soon you'll be able to integrate it into the tax return.

MYOB Practice Tax

If you haven't accessed MYOB Practice before, it is easy to do so.

You can:

Click the Live (blue cloud) icon located on top of your AE/AO menubar.
Open an internet browser and type partner.myob.com and enter your my.myob login details.

Once you're in MYOB Practice:

Add an agent
Setup your client portal.
Setup Document profiling for Tax.

If you're already lodging from MYOB AE/AO, the software ID generated in there will be the same for MYOB Practice Tax, and you don't need to do register the ID again with the ATO. If you need to register the softwareID, see Authorise MYOB to lodge for you

Table of contents

MYOB Practice Tax (AU) videos

MYOB Practice Tax (AU)

Getting started with MYOB Practice Tax (AU)

Tax returns

Compliance page
Compliance workflow and status

Deleting a tax return

Assets

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