This page lists improvements released for all areas of MYOB Practice.
For improvements made to MYOB Practice in previous years, see What's new in MYOB Practice.
For MYOB and Inland Revenue (IR) outages affecting us, see the status hub.
If you can't find one of these features or enhancements in MYOB Practice, clear your browser's cache and refresh the MYOB Practice tab. If you still can't see it, your practice may not have access to that feature.
9 January - Focus on information in schedules with a cleaner interface
When you open a schedule, it'll expand to fill the whole browser tab. Other settings, menus and the client sidebar will be hidden. You'll see the client name, client code and IRD number above the schedule.
New navigation menus
We've changed some of the menu items in the top navigation bar as part of our new and improved experience. There are no changes to the functionality of the software, just a fresh new name.
Contacts is now called Clients with a submenu of Client list and Portal list.
Transaction processing is now called Client files with submenus for Online files and Desktop files.
Compliance is now called Tax and has a drop-down for Compliance list, Tax notices and Data reconciliation.
Improved tax return navigation experience
The navigation panel is moved from the right of the page to the left.
The navigation panel will highlight which section and subsection you're in to help you quickly scan the list of sections and see where you’re located.
Each section of the navigation panel has its own scroll bar, instead of the one scroll bar for the whole panel. When you scroll one section, the other sections will no longer be scrolled out of view.
The Tax workpapers & schedules and IR attachments sections in the navigation bar are renamed and combined into an Attachments and schedules section and divided into subsections for each of these types of attachments.
You may notice some other changes to the navigation bar order to create a consistent experience.
When you scroll through a tax return, the section header will remain at the
top of the page so that you always know which section you’re in.
When you open a tax return, the Contacts side menu will be hidden to let you focus on the tax return. You can always show the side menu again by clicking Open side menu (the > greater than symbol) or by pressing the square bracket ([) keyboard shortcut.
Transfers out are easier to work with
When you add transfers out to a tax return, they'll be shown in the tax statement separately to the Payments and transfers section.
Easily identify attachments, workpapers and schedules
You'll see a unique identifier beneath the name of the attachment, workpaper or schedule on the panel next to the return if there are multiple attachments, etc. of the same type:
An IR833 will show address line 1.
The Business income statement will show the type of business.
The Rental income statement will show the full address.
Easily know when a tax notice has sent
When you send a tax notice to your client, you'll see a new Sending status in the opened tax notice and the list of all notices. You'll also see a message explaining that the email is queued to send and that sending can take up to 30 minutes.
When sending completes, the status changes to Sent.
If you can't see the Sending status, try clearing your browser's cache.
More ways to add comments to tax returns
In September we introduced the ability to add comments to the Compliance list page.
Now you can also add comments when you open an individual tax return from the Compliance list page. You can add and view the comment from the Data reconciliation, Tax return or Documents sub tabs.
Comments are synced between an opened tax return and the Compliance list views.
Learn more about adding comment.
Make notes about tax returns and share your thoughts with your colleagues
You can add comments to tax returns to track and share information with other users in your practice. Learn more about adding comments.
Improvements to working with workpapers and schedules
When you enter data in a workpaper or schedule and the changes are automatically saved, you'll see a message saying "Autosaved. Close browser tab when done." This helps you know that it's safe to navigate away from the page without losing data.
Your browser tab title shows the name of the workpaper or schedule that's opened, along with initials to help identify the client or contact (for example, AR). This makes it easier to switch between tabs without gettings lost when you have multiple MYOB Practice tabs open. Previously, all MYOB Practice tabs had the same title.
The workpaper or schedule name will remain displayed at the top of the page if you scroll down the page. This makes it easier to remember which workpaper or schedule you're in if you switch to another tab or window and then return to the workpaper or schedule.
IR1261 Overseas income schedule filing requirements update
When filing an IR1261 Overseas income schedule with an IR3 individual tax return:
you'd get error 2370 if overseas income and overseas tax credits claimed were both nil
you couldn't claim tax credits and also file the IR1261 if the income was 0.00 or a loss.
However, there are some situations where you should be allowed to do these things. Inland revenue (IR) have updated their filing requirements, so we've removed error 2370 and made the Tax credits claimable amount editable in the Overseas income summary section of the schedule.
Updates to Transaction Data Service (TDS)
This new model improves the way that data is retrieved so that it can happen faster. There's nothing you need to do to enable this and there are no changes to your workflow.
We're releasing this update to different groups of customers over the coming weeks.
Improved tax return header
We've improved the header area at the top of tax returns. Most of the changes were made to display the information in a way that uses less space, so that you see more of the tax return by default. Here's what's changed:
Replaced the big Data reconciliation, Tax return and Documents tiles with smaller tabs.
Open the Tax return tab by default.
Moved the status indicator (for example, In review) next to the tax return title.
Raised the position of the period a little higher.
On the right of the page, aligned the buttons and help link with the header.
The header will remain displayed when you scroll the page.
Example of the new header.
Tax return schedules are easier to read
We've removed the dollar symbol from all schedules to improve readability. Now only tax statement column headings display a dollar symbol.
Pre-populated Portfolio investment entity (PIE) data
IR3NR, IR4, IR6 and IR7
PIE income will now pre-populate into all tax returns if Inland Revenue holds a PIE certificate for the client, regardless of whether the income is a profit or loss. This means the PIE schedule will no longer roll over detail from a previous year.
PIE income can't be filed if the tax credits are negative, so you may need to remove any negative PIE for these return types.
Tax compliance for 2023 is here!
You've got all the latest updates you need for the new tax year, including:
rolling over tax return and compliance settings data from the previous year
residential property income
IR3 – Overseas income
IR3NR – Jurisdiction of tax residency
IR8 – Māori authorities
IR9 – Clubs or societies
other changes and resolved issues.
Learn more about all the details.
Manage your practice’s tax-related roles
You can now turn on and off tax-related roles for your practice. These roles let your practice decide which staff can approve, unlock and file tax returns. Previously, you needed to contact MYOB to enable these roles. Learn more about enabling tax roles
Student loan notices
Individuals only. NZ tax residents only.
The MYOB Practice Tax notices page now supports interim student loan notices in addition to the usual provisional tax notices. Having separate notices for student loans and provisional tax is helpful because the two types of notices may have different due dates. Interim student loan notices replace the need for voluntary adjustments in a provisional tax notice.
More Use of money interest (UOMI) calculation methods for terminal tax notices
You can automatically include the UOMI calculation from the tax return, or select a date range to use for calculating expected UOMI for returns. You may want to use these methods if UOMI from IR isn't available because the return isn't yet assessed.
Enhancements when adding a section (in a tax return)
We've made improvements when adding a section; you'll be able to add or delete sections as required. This will reduce any error 21 XML rejections from the IR that have been occurring due to a blank record.
Partner Hub improvements
Reward preferences in Partner Hub
You now view and edit your reward preferences from Partner Hub instead of through my.myob. This lets you control more in one location, from MYOB Practice.
To find the Partner Hub, select Practice (the stack of three squares) on the left side of MYOB Practice.
Improvements to finding your way around the Partner Hub
We've added a new navigation bar to the top of the Partner Hub, so that you can easily find everything you need to know about the Partner Program and your team activity.
Contacts and other improvements
Link a client file to multiple practices
When a client invites you to work on a file, accepting their invitation takes you to a new page where you can select which practice or practices you want to link to the file.
Find clients that staff are working on
In the Contacts list, you can now filter to see the clients that staff are working on.
If you’re using MYOB Practice and not AE/AO, you can now also assign the staff to clients in MYOB Practice.
If you use AE/AO with MYOB Practice, you can still assign staff in AE/AO that will appear in MYOB Practice.
Learn more about assigning staff to clients.
A better look and feel
We’ve improved the visuals in MYOB Practice. You may notice a difference in the colours, buttons and other areas. These changes improve accessibility, making MYOB Practice easier to read and work with.
This just changes the way things look; you don’t have to learn anything new and the way you work won’t change.
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