Make tax less taxing with the all new AO Tax Manager

Better, easier tax management

Tax management is often a long and slow process, with multiple opportunities for error. Managing the tax notice process from start to finish has just become much easier. No more large paper reports, no more endless checking and re-checking, no more worrying about missed notices or last minutes changes. Have peace of mind that you’re on top of your clients’ tax obligation with AO Tax Manager

Stay on top of clients’ obligations

The all new AO Tax Manager makes it easy to stay on top of your clients’ tax obligations. Through paperless workflows and links to up-to-date IRD data, AO Tax Manager gives you the peace of mind that client payments are accurate and on time – every time.

Paperless tax management

AO Tax Manager has digital dashboards to make it easy to view your tax management data. With AO’s drag and drop functionality you can sort, filter and group at the click of a button.

You can also view data by partner, manager, agency, family group or any other column. Drill down on a client to amend figures, change provisional tax, update losses, add comments or flag a tax notice which you can assign to a specific employee for review.

With no need to continually re-check data for IRD discrepancies, missed notices, or last minute changes to draft notices – your practice is one step closer to being completely paperless.


By matching the data in AO Tax Manager with that held by the IRD, these alerts ensure your client’s tax payments are accurate and paid on time. With AO Tax Manager alerts, you can stay on top of:

  • Balance date and account balance discrepancies
  • Inconsistencies in GST settings
  • Previous payments still unconfirmed
  • Accounts "on hold" at the IRD
  • Transactions on unfinished returns
  • AO Tax Manager also flags payable amounts that may have changed before the due date, so you can be 100% sure your tax notices are accurate before sending them.

Automatic data transfers

Built to match the latest IRD transactions and specifications, AO Tax Manager links directly to the IRD so you know your data will always be up to date. This allows simple, automated reconciliations and vastly reduces data entry – but you still maintain control of your data.

AO Tax Manager pulls daily feeds of tax transactions and balances directly from an online service, so you can keep on top of outstanding balances and pro-actively minimise your clients’ interest and the risk of penalties.


Accurate assessment

AO Tax Manager handles your assessment process seamlessly. For clients with a data match to the IRD, assessments are automatically accepted, which means no need to re-key data. It highlights IRD assessments that are inconsistent with the filed amounts which you can then accept or reject with a single click, or attach a note.

Filing Statistics

AO Tax Manager makes it simple to review the progress of your compliance work. View exactly what your filing percentages are at any time of year, what agency list a client belongs to, along with clients who have exemptions or aren’t required to file tax at all.


Streamlined Tax Notice Processing

Gone is the need to print Tax Payment Calculation Reports as you can check, update and approve figures directly in the system. All your comments, amendments and approvals are automatically stored in the system and searchable for future reporting.

You can process by family group or partner, assign tasks to staff members or work collaboratively inside the product. You can print final notices either individually or in bulk - the choice is yours.

Upgrade to MYOB AO today.

Get in touch with your sales specialist to see how MYOB AO can take your practice to the next level.

Training and support for upgrading and operating the new AO is