How do I manage a new client who has prior year tax returns ? (AU)

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

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When creating prior year returns for a new client you must roll forward those returns singly.

If your new client needs returns for prior years in which you used MYOB AO

To generate a tax return for the year prior to one already created

For example, a return for 2012 when a return for 2013 has already been created.

Add the new client. Creating a client
Create the 2012 return.Creating a return
Complete and lodge from 2012 as necessary. As this return has missed the end of year rollover a 2013 copy of it will not be in the returns listed on the Client’s Tax returns tab.
Click Create return on the Tasks bar and create the 2013 return.
When the 2013 return opens, the RSD (rollover) menu allows you to roll the data from the lodged 2012 return into 2013.

You should start at the earliest year. If you create the client and return for 2011, you must then create the return in the 2012, open it an roll it into 2012. Then create the 2013 return, open it and roll it into the 2013 ledger.

To generate tax returns for years prior to 2010

Create the client in MYOB AO Classic.
Complete all prior year returns in MYOB AO Classic.
Create the client in MYOB AO.
Create the 2010 return in MYOB AO.
Complete the remaining prior year returns as described above for MYOB AO

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