About Practice Compliance
MYOB Practice Compliance helps accountants and bookkeepers manage client compliance work online.
Use it to work with clients, review client files, manage supported tax and compliance tasks, and keep track of key practice information. It brings common client workflows into one place, so your practice can stay on top of work and move faster.
What you see in MYOB Practice Compliance depends on your practice setup. Some features are available to MYOB AE/AO users, while others are available to Partner Program members without MYOB AE/AO.
How Practice Compliance works with your practice
The workflows available to you depend on your practice setup, the systems your clients use and the Practice Compliance capabilities you have access to.
If you use MYOB AE/AO, you can continue using your desktop workflows while using Practice Compliance for selected online work, including client files, documents, activity statements and tax returns. You can move more work online over time, at your own pace.
If you don’t use MYOB AE/AO, you can manage your practice’s client records and online compliance work in Practice Compliance, including client files, portals, tasks, documents, activity statements.
Together, these workflows helps you manage client compliance work from setup to lodgement.
Prepare and lodge activity statements and tax returns
You can lodge activity statements in Practice Compliance whether or not you use MYOB AE/AO. Tax return lodgement is currently available only to practices that use MYOB AE/AO
(AU) Complete and lodge activity statements, and tax returns for your clients.
(NZ) Bring your compliance, tax notice and data reconciliation workflows online.
Manage client accounting data (Australia only)
Bring client accounting into a consistent workflow for compliance work. Import client data, map it to a standard chart of accounts, then use it to prefill, reconcile and prepare workpapers, and financial reports.
Use it to review and work with client accounting information without moving between disconnected tools.
Review client files and accounting work
Manage client files and accounting work from one place. View and connect client files, check work that needs attention, create or upgrade files and prepare advisory reports.
This helps your practice prioritise work and stay across client activity.
Add and update client assets
Manage your asset register in the browser for MYOB Ledger, MYOB Business and AccountRight online files. Including asset details, asset classes, financial years and available reports.
Share documents and complete client tasks
Share documents, request information and manage client tasks from one secure workspace. Track approvals, signatures, notes and due dates, while giving clients secure portal access to the work they need.
