Setting up your client's Compliance settings - NZ

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

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Do not delete this page - MYOB Practice navigates to it from within the product

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the title of expandable: 'To change a client's email address in AE/AO'

New Zealand only

Update – 19 July: We're investigating an issue where there's sometimes an error when saving compliance settings for new clients. Learn more.

Before you can prepare a tax return, tax notice or reconcile data for a client, you need to configure their compliance settings.

If you've upgraded from Tax in MYOB AE/AO, then we've imported your client's tax settings into MYOB Practice. Settings you change here will apply to MYOB Practice only.

A client must be a Tax client to prepare tax notices and retrieve Inland Revenue data for them.

Year-based compliance details

The Agency, Return required and Extension in the Year-based compliance details section roll over from the previous tax year. The other year-based options will reset to the default. It's a good idea to check all compliance settings before you start a tax year.

You can also use the Compliance settings to check a client's IRD number. To view the IRD number in the Compliance settings page, select a client on your client sidebar, and click the Settings icon () on the top right of the page.