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Maintenance Map > User Defined

  • Extra Lists


You cannot:
  • Tick/untick the Allow Multiple checkbox

  • Add a new value to a list

  • Delete values from a list

  • Change the data type.

  • Extra Fields

  • You cannot change the data type.

Client > Associated tab

  • When adding a director or shareholder to a Company, the relationship details for Tax and Corporate Affairs cannot be entered in MYOB AO. These must be entered in MYOB AO Classic by selecting Edit additional relationship details to open the AO Classic Client > Relationships screen. You will be prompted to do this with the following message:

    INSERTIMAGE AO-GS-additional-relationship-details.PNG 

  • You cannot delete an association from a client if:

  • There are no other existing associations between the same contacts in MYOB AO


and
  • The associated contact has a Director, Shareholder or Tax Return relationship with the current contact in MYOB AO Classic.

Maintenance Map > Internal > Departments

  • New Department Codes are limited to 4 characters

  • You cannot delete Departments

  • You cannot change Department Codes.

Maintenance Map > Internal > Offices

  • New Office Codes are limited to 4 characters

  • You cannot delete Offices

  • You cannot change Office Codes.

Functionality not available in Tax Manager

The current release of MYOB AO Tax Manager does not include the following features.

Maintenance Map > Security

  • Tax Manager details cannot be secured at the client level.


You can secure Tax Manager so that a specific employee does not have any access but once an employee is granted access, they will be able to view Tax Manager details for all clients.
This does not affect the existing password functionality in AO Classic Return Preparation.

Tax > Tax notices

  • Tax notice templates are designed for the IRD 901DL pre-printed stationery. There is no specific tax notice template to print on plain paper.

  • Student loan interim repayments are not calculated for the penultimate year (two years ago). For example, 2014 interim student loan based on 2012 terminal.

  • Student loan interim repayments for a six monthly provisional tax payer is aligned to the income provisional due dates instead of the standard student loan due dates.

 

 
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