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Preparing tax returns

Tax returns are prepared using the MYOB AE Tax Return System and the MYOB AO Classic Return Preparation module. You can access this within MYOB AE/AO from any of the following areas:

  • Find Tax Clients page

  • Tax Notices page

  • IRD Data page

  • Tax Manager window.

To open the tax return for a client from the Find Tax Clients, Tax Notices or IRD Data page

  • Click the Return Name for the required client.


OR
  • Select the required client and click Return preparation on the Tasks bar.

To open the tax return from the Tax Manager window

  • Click Return preparation on the Tasks bar.

Related topics

Monitoring return filing statistics

Finding tax clients that have missed a payment

Working with IRD Data downloads

Working with Agencies

Related topics