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Creating clients and contacts

The way you create clients and contacts differs whether you use AE/AO or not.

If you

Once you've got your clients in MYOB Practice, you need to set up their tax-related Compliance settings. If later on you need to change these tax-related settings, you can update them directly in the MYOB Practice Compliance settings.

I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can't create or edit contact and client details directly in MYOB Practice.

I'm a Partner program member (not an AE/AO user)

When you take on a new client, you can create a client record for them in MYOB Practice, so their information and file details are all within easy reach. The database consists of clients and contacts, all of whom have some level of interaction with your practice.