Use Tax to prepare and lodge tax returns online. With a streamlined online experience, you can access your tax software through your browser anywhere, at any time. To get started, you'll need to perform some one-off tasks.
Moving your returns from MYOB Accountants Enterprise or Accountants Office to MYOB Practice Compliance? We'll guide you through some extra tasks you'll need to do in your desktop software.
Check the What's new page for all the latest features. For example, info on tax changes.
MYOB AE/AO desktop
Make sure:
Your AE/AO version is up-to-date. Check our releases page to find out what the latest version is. To find your version, go to Help > About.
Contact Sync is enabled: By syncing your contacts, you can access and sync your client's contact data from MYOB AE/AO in MYOB Practice.
Set correct permissions: Give permissions to the users who can move returns online.
Tax in MYOB Practice Compliance
If you haven't accessed MYOB Practice Compliance before, it's easy! You can:
Click the MYOB Practice (blue cloud) icon in the menu at the top of MYOB AE/AO.
Open an internet browser, type partner.myob.com and enter your my.myob login details.
Once you're in MYOB Practice Compliance, you'll need to:
Add an agent if you want to start lodging from Tax.
Set up your client portal to collaborate and share documents securely with your clients.
Setup Document profiling for Tax to use our latest online documents storage.
If you're already lodging from AE/AO, the software ID generated in there will be the same for Tax in Practice Compliance, and you don't need to do register the ID again with the ATO. If you need to register the softwareID, see Authorise MYOB to lodge for you
What's next?
You are all ready to move your first tax return online.