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Roles and permissions for tax-related tasks

As an Administrator in MYOB Practice, you can use roles and permissions to manage which staff perform some of the tasks related to tax compliance. These tasks include lodging, unlocking and approving tax returns.

Tax roles

These are the tax roles available to you to restrict tax-related tasks:

  • Compliance Administration – enable this role to choose the staff that can file tax returns

  • Compliance Approval – enable this role to choose the staff that can unlock and approve tax returns.

Unless your practice has enabled the restricted roles for those tax-related tasks, all staff will have permission to do these tasks.

Enable roles

Assign staff to roles

If you use MYOB AE/AO, roles that you assign in MYOB Practice don't sync back in AE/AO.

If you need to add a new staff member, add them in AE/AO. Then you can assign the staff role in MYOB Practice for them.

More details on role restrictions