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Validate, review and approve a tax return

To complete a tax return once it's populated with all the necessary data, you need to validate, review and approve the return.

Approving a tax return is the same as completing the tax return in MYOB AE/AO.

  1. Validate – Check the tax return against the ATO's records.

  2. Review – Get the tax return reviewed by someone in your practice.

  3. Approve – When all the information is correct, approve the tax return. This will lock the tax return and ready for your client's signature.

Validate a tax return


Validating individual returns

We've implemented the ATO's validation rules in MYOB Practice. You can check and fix validation errors in MYOB Practice tax when preparing an individual tax return to avoid rejections from the ATO. It's just like what you may remember from MYOB AE/AO when you press F3.

This process is much quicker than ATO's validation and can be performed even if the ATO systems are down or busy.

The ATO may perform additional validation at the time of lodgment (for example, validating the date of birth), which may lead to the return being rejected. These validations are in addition to the rules the ATO has given us.

For now in other return types, we're checking the validation against the ATO's records.

  1. On the top right of the Tax return page, click Validate. The data is checked against the ATO records and rules.

    To validate, the status of the tax return needs to be In review or In progress.

  2. If you see an error or warning message at the top of the page, use the information in the message to fix the issue. See Validation errors in Practice Tax (AU) to fix errors.
    If there are multiple errors or warnings, use Show allPrevious and Next to see the other errors and warnings.

Validation error examples

  1. Click the expand error icon () to see the name of the schedule and field that has an error. For example, This error can be found in Interposed entity election or revocation.

  2. Go to the schedule and find the field and delete the numeric characters from the field. Then validate to make sure the error is gone.

Review a tax return


To help with reviews, you can add comments to a tax return.

  1. On the top right of a Tax return, click Send for review. The status changes to In Review.

    The status changes to help you know where you are in the workflow. It doesn't send anything for review, you actually need to ask someone to review it.

  2. Ask someone in your practice to review the Tax return.

Approve a tax return


When you approve a tax return, it's locked and you can't make any more changes.

  1. Review the data in the Tax return.

  2. To request changes:

    1. Click Send for rework. The status changes to In Progress.

    2. Ask the appropriate person in your practice to make the changes.

    3. Review the changes.

  3. To approve the data, click Approve all. The status changes to Ready for client review.

    If you approve a return that has validation errors or hasn't been validated, you'll see a message to warn you, with an option to continue or go back and validate.

    Return validation message