Getting started 

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

• Getting started with MYOB Practice Tax (AU)

• Tax returns

Sales 

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

• Preparing a tax return

• Data reconciliation

Purchases

• Generating coding reports
• Review online files

Banking

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

• Create client portals
• Help for your clients

Reporting

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

• Send documents for digital approval
• Share a document

Payroll

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

• Dividends
• Importing your Corporate Compliance data

Inventory items and services

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

• Send a task reminder
• Delete a task

End of period tasks

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.

• Prepare an advisory report
• Advisory reports and charts

Business settings 

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

• Syncing your contacts
• Linking an online file to a client

Users

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

• Send a task reminder
• Delete a task

Accounts list

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.

• Prepare an advisory report
• Advisory reports and charts

Importing and exporting data 

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

• Syncing your contacts
• Linking an online file to a client