Tax return workflow

Click the links to find out the getting started steps. You need to do this only once and then you're ready to move the tax return.

• Getting started with MYOB Practice Tax

  • MYOB Practice Tax videos - AU

  • Adding a tax agent or a BAS agent in ATO agent settings

  • Authorise MYOB to lodge on behalf of the agent

  • Setting up task permissions

  • Activate Assets online

  • Permissions for tax-related tasks - AU

Moving a tax return online is easy. Learn how to move and prepare tax returns.

• Creating a tax return online - AU

• Preparing tax returns

• Individual tax return - AU

  • Pre-fill data from ATO (individual tax returns only) - AU

  • Sharing spouse information between tax returns - AU

  • Rolling over assets from a tax return (individual tax returns only) - AU

  • Item IT5 - Net financial investment loss - AU

  • Item IT6 - Net rental property income or loss - AU

  • Creating an amendment - Individual returns - AU

• Company tax returns - AU

  • Calculating the loss carry back offset (2021 Company tax return) - AU

  • Research and development tax incentive schedule – AU

• Partnership and Trust tax returns - AU

• Tax workpapers and schedules - AU

  • Deductions and motor vehicle expenses - AU

  • Income details schedule - AU

  • Rental property schedule and sharing between tax returns - AU

  • Business workpaper - Non Primary Production - AU

  • Business workpaper - Primary Production - AU

  • Reconciliation Statement - AU

  • Small business income tax offset - SBITO - AU

• Completing tax returns
  

  • Compliance - AU

  • Validate, review and approve a tax return - AU

  • Printing an estimate and tax return, including workpapers and schedules - AU

  • Sending a tax return for client review - AU

  • Lodging a tax return - AU

  • Validation errors in MYOB Practice tax - AU