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Activity statements and tax

Do you see Tax or Activity statements in the top menu bar?

  • Tick

    Tax: You're on the Early Access Program (EAP) and can prepare tax returns (including activity statements) in MYOB Practice.

  • Tick

    Activity statements: You're not in the EAP or you're an MYOB Partner.

This page lists all the activity statements and tax returns for your clients, letting you manage all your forms in a single place.

Here's what you can do:

  • View the forms for one client or all your clients.

  • Filter to restrict the forms listed and find forms quickly.

  • Check the status of the forms to track your work

  • Add or delete activity statements and tax returns.

  • Export the list in to Excel to help with reviewing.

View all clients or a single client

To view tax returns and activity statements, click Tax or Activity statements on the top menu bar.

  • For all your clients, select All clients on the sidebar

  • For one client only, select a client name on the sidebar.

Filter the list of forms

The filtering options are slightly different when selecting a single client or all your clients.

  • From the single client view, you can filter the forms by Period and Type.

  • From the All clients view, you can use filters to search by a particular client, Partner, Staff member, Family group, Period, and Type.

To clear all filters, click Reset.

If you use AE/AO, you'll need to manage partnersstaff , and family groups in AE/AO.

Check statuses

The status column shows the different statuses of your tax return or activity statement. This is a good way to keep track of their progress through the workflow.

Status

Description

All unlodged

Lists all tax returns or activity statements

Not started

Tax returns or activity statements you haven't started working on.

In progress

Tax returns or activity statements that you're currently working on.

In review

Tax returns or activity statements to be reviewed by yourself or someone in your practice.

Ready for client

Tax returns or activity statements reviewed, approved, and ready to send to clients

Pending signature

Tax returns or activity statements sent to the client and awaiting their signature.

Ready for lodge

Tax returns or activity statements are all approved, signed, and ready to lodge to ATO.

Rejected

Tax returns or activity statements have been lodged to ATO and were rejected.

Lodged

Tax returns or activity statements are lodged successfully to ATO

Add and delete forms

Export to a spreadsheet

Want a handy way to make and share notes and comments while reviewing? You can export tax return and contacts data together into an XLSX file to open it in Microsoft Excel.

Exporting is done from the Compliance page, so you can filter which compliance data is exported. For example, filter and export tax returns or activity statements for each partner or staff member to check their work.

The export displays data in the columns as they appear in MYOB Practice (and any filters you've applied). You may also see some data displayed differently. For example, the Period field in MYOB Practice will display as Period start and Period end columns in Excel.

  1. Go to the Compliance page. This can be for one client or all clients view.

  2. You can export all the data from this page or use filters to customise the data you want.

  3. To use filters when exporting data:

    1. Select All unlodged if you want to export all the compliance forms. To export the forms for certain statuses, select the one you want. For example, Ready to lodgeLodged.

    2. Select the name of the Partner or Staff member from the drop-down.

  4. Select the Export (XLSX) button located on the top right of the Compliance page.
    The XLSX spreadsheet file is downloaded to your browser's download location, using the file name format YYYY-MM-DD_MYOB_ComplianceList.xlsx.

    Disclaimer

    Please note that the data you’re exporting may include individuals’ personal information. You should take steps to keep that information secure.

Add, view or delete comments on tax returns or activity statements

You can add comments about tax returns or activity statements for other users to view. For example, if you want to flag something for review.

You can add and view comments from a couple of places on the Compliance page, and the comments are synced between these places:

  • on the Compliance page, from the overview list of all tax returns and activity statements

  • by opening a tax return or activity statement from the Compliance page. You can add and view the comment from the Assets, Tax returns or Documents sub tabs.

    Comments option above the Assets, Tax return and Documents tabs.

Comments aren't synced between different tax periods.

An icon indicates whether a tax return or activity statement has any comments:

  • No comments: a speech bubble outlined in purple.

  • Comments: a solid purple speech bubble.

If you're on the Compliance page, the icon will be in the Comment column. If you've opened the tax return or activity statement, the icon will be on the top right of the page.

Information about the time, date and author of the comment is included with each comment, and you can also add text formatting. There’s no limit to the number of comments you can add.