Skip to content

Sending a tax return to a client

Before you can file a tax return, you need to get your client to approve the return. You can send a tax statement (previously called tax summary) to your client using the portal, or manually by downloading a copy of the tax statement or tax return and sending via email, post, or other means.

When you send the tax statement to your client, it will include the associated workpapers and schedules, and the IR833 attachment, in the document.

Sending returns via the portal and having your client approve via portal automatically updates the return status to Ready to file. Otherwise, you need to update the status manually.

If you use the portal, you can also upload and send multiple documents to a client in bulk. For example, if you want to send a set of financial reports with the tax statement, save the reports to your computer, then attach them to the portal task when you send the tax statement.

To send a tax statement via the portal, you need to have created the client portal.

About digital signatures

A digital signature is a legally-binding way to electronically sign a document, and is covered by:

MYOB has explicitly sought approval from government bodies that our clients deal with (ASIC, ATO and IRD) to ensure there are no issues with our digital signing method.