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MYOB Practice help centre

 

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MYOB Practice Tax (AU) 

MYOB Practice Tax is your online solution for preparing and lodging your tax returns and activity statement.

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MYOB Practice Tax (NZ) 

MYOB Practice Tax is packed full of tools to help your practice take care of your client's tax obligations.

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Transaction processing

Transaction processing gives you an overview of the status of client files, create new files, and coding reports.

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Portals

 Portals enable you to share documents securely and keep your clients up-to-date.

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Documents

Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere

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Corporate Admin (AU only)

MYOB Corporate admin reduces risk, streamlines and automates your corporate services workflows and connects with your clients for fast approval and electronic signatures.

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Tasks

Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.

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Advisory

MYOB Advisor uses the power of artificial intelligence to translate data into written insights into your client’s business and offering guidance on how to improve it.

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Clients and Contacts 

Learn how to create clients and contacts, add associations and linking an online file to a client.

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