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https://help.myob.com/wiki/x/rwnOB
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New Zealand only
MYOB Practice can create tax notices for your clients, but you need to initiate this process. You'll know it's time to create tax notices when you see the following message at the top of the page: We've got data for (X) clients. Do you want to create their tax notices? Create now. You'll see this message again at the beginning of every tax year or when you add new clients.
When you click Create now, your clients' IR data is downloaded and all provisional tax notices and terminal tax notices are created for your tax clients for the current period. For example, if you click Create now on 1 April 2022, tax notices are created for the tax year-end 2023.
Important timeframes for creating tax notices
The month in which you see the message to Create now depends on each client's Balance month in Compliance settings. The messages is displayed at the beginning of the month after the Balance month, in preparation for the upcoming tax year.
The Balance month also determines when the message to Create now expires. It's displayed for one month. After the month following the Balance month has passed, it will no longer be displayed and the option to create the tax notices will no longer be available.
Make sure you're familiar with your clients' Balance month and click Create now when the message is displayed, before the month passes.
- Go to Compliance > Tax notices. If tax notices are ready to be created, you'll see a message at the top of the page with the option to Create now.
- Click Create now. The tax notices are created for the current period.
- 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.
- If you've changed the GST taxable period, Balance date or Extension in your client's Compliance settings, this won't update existing tax notices. To fix this issue, follow these steps and contact support.
- If you've upgraded from MYOB 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 - NZ or Terminal tax notices - NZ 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.
After you've made all required adjustments to a tax notice, you can also update the status of tax notices in bulk.
To update the status of tax notices in bulk
Updating the status in bulk
You can update the status of multiple tax notices in bulk from the Tax notices list view (the view you see before clicking in to an individual tax notice). You can update the status to Not started, In progress, In review, Ready for client, Sent, Paid or Not required.
So if you have a lot of tax notices that you don't need to prepare or send, you can update their status to Not required in one go without having to open the tax notice first.
Some tax notice statuses can't be changed to certain other status options in the Mark as drop-down. For example, you can't change a Paid status back to Not required. A confirmation window will tell you if any tax notices you've selected cannot be updated to the new status you've selected.
The Basis value displays the status of the tax return that's used as the basis for the tax notice. That status will be Not Started, Draft, Approved, Filed or Assessed.
Draft could be In progress, In review or Ready for client.
Approved could be Pending client signature, Ready to file or Rejected.
To update the status in bulk:
From the Tax notices All clients view, either select individual tax notices or select them all in one go:
To individually select the tax notices you want to change in bulk, select the checkbox next to each tax notice for which you want to change the status.
To select all the tax notices, select the Client name checkbox at the top of the list.
If you've got more than 40 outstanding tax notices, you'll need to scroll down to load more tax notices. MYOB Practice only loads 40 at a time to avoid long load times.
Once all the tax notices are loaded, select the Client name checkbox again.
To confirm that all tax notices are selected, compare the Outstanding status number to the number of items selected displayed at the top of the list.
When you select the checkboxes, the Mark as options appear above the list of tax notices.
Select a new status from the drop-down and confirm you want to change the status in the confirmation window.
The confirmation window tells you if any tax notices you've selected can't be updated to the new status you've selected.
Updating the status individually
You can only update the status of an individual tax notice that you've clicked and opened from the Tax notices list view.
So if a tax notice isn't required for a client and you don't want to get a reminder to send the tax notice, click the tax notice and click the Mark as Not required button on the top of the page.
Or you could click Next at the top of the page and select a status.
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