MYOB AO install guide—2023.0 (Australia)
Release date—27 June 2023
Prerequisites
It is important that before you install AO Tax 2023.0 you prepare your data so that the best possible result is achieved during the year-end and rollover of your client’s information from 2022 to 2023.
The year-end routine runs automatically as part of the installation.
The returns that are not to be rolled forward to 2023, such as returns for clients for whom you no longer act, need to be flagged in AO Tax 2022. These returns will remain intact in 2022 and any other prior years.
This step is important for accurate statistical reporting done by the practice, such as the Lodgment Monitoring program and 85% on-time lodgment requirements.
It is important to note that you don't have to Exclude from Rollover returns that:
have not been completed and lodged in 2022 or
were marked Final on the front cover of the return.
The Exclude from Rollover checkbox is found on Return Properties > PAYG/Lodge under the Current Year section.
Setting the Exclude from Rollover checkbox on this tab excludes this return from rollover.
To exclude a batch of returns from rollover use the Bulk Return edit routine.
The Bulk Return edit procedure is:
Select Maintenance > Bulk Return edit.
At the Return area to change field:
Click the ellipsis button.
Highlight the Exclude from rollover flag entry.
Click Select
Deselect Edit individually.
Select Override all to apply the change to each selected return.
Click OK to close the warning message dialogue.
Click OK at the Bulk Return Edit main window. The Select Returns for Update index listing all returns on the system opens.
Highlight and select each return to be included in the batch.
If you sort the list of returns by Return Code, type the code and press Enter to move to that return. Alternatively, if you sort the list by TFN, key the TFN, with or without spaces, and press Enter. Then click Select.
Each return that has a green tick is included in the batch.
Click OK. The Edit Rollover flag window opens.
Select the Exclude from Rollover checkbox and click OK. The program will tick the checkbox in the Return Properties > Lodgment tab for each of the returns in the batch.
Adding a new client return for prior years
After rolling 2022 into 2023, any new client return added to 2022 will not be in 2023.
If you create a client return in 2022, you must also create one in 2023. Then, when you open the 2023 return, the RSD (rollover) opens and details from the 2022 year will roll into 2023.
Upgrading Accountants Office
You must run the installation on the computer that will store your MYOB AO database. If you have a network this is usually your server. See What is my system setup? for more information on your system setup.
Download the MYOB AO 2023.0 (5.4.47.186) - Lite Install file from my.MYOB.
Exit all programs and reboot the computer you are going to install MYOB AO on to ensure a clean environment.
Log on to the computer as the administrator.
Select the region that applies to you so the correct software for your region is installed and click Next. The Welcome - Licence Agreement window opens.
At the bottom of the installer screen there are links to the Release Notes.
Read the Licence Agreement carefully, select I have read and accept the licence agreement then click Next.
Click Upgrade now to start the installation.
The installation may take more than an hour to complete. Ensure that you have allocated enough time for the installation.
When the MYOB AO installation is complete, click Finish.
If you’re using a proxy server you don’t need to change the ClientFrameWork.exe.config file in the server Deploy folder see Proxy Server Information.
If you are prompted to restart your computer, make sure the Restart now checkbox is selected before clicking Finish.
Restarting each computer after completing the installation will help to avoid any issues using your MYOB software. See What is Enable Linked Connections and Open File - Security Warning for more information.
- If you disabled your anti-virus/malware programs before you installed MYOB AO, re-enable it before continuing.
If you have a network setup and you are running MYOB AO on more than one computer, perform a Workstation installation to update the local deploy folder.
Instructions on how to log into MYOB AO are launched in a browser window or see Logging into MYOB AO.
An upgrade can either be done by Auto update when you open MYOB AO or you can run a Manual update.
There are changes to workstation installations as part of this release, refer to workstation install changes for further information.
If you see this screen, automatic workstation updates have been disabled for your practice, so you should run a Manual update on your workstation.
If you see this screen when you open MYOB AO, automatic workstation updates are enabled at your practice:
Click Yes to update your workstation automatically.
Click No and you will need to run a Manual update (see below).
The workstation updates for all MYOB AO products are combined into one file for this installer. The file is located at \MYOBAO\AOSQL\WorkstationInstall\setup.exe.
After the server installation, a manual workstation update should be performed on all workstations that you want to have access to the latest MYOB AO products, in the following instances:
if you’re installing MYOB AO on a new workstation for the first time.
if the workstation link is not operational.
if the automatic update can’t proceed and you’re prompted to run a manual install.
Instructions
Ensure that you have read the information in General preparations.
Log into the workstation as administrator.
Navigate to \MYOBAO\AOSQL\WorkstationInstall\setup.exe on your server or computer where the server installation was performed.
Double-click setup.exe. The Licence Agreement window opens.
Read and accept the Licence Agreement by selecting the I have read and accept the licence agreement checkbox.
Click Next. The Ready to Install window opens.
Click Install Now. The Installation Progress window opens.
If you receive the message, If you receive an “Open file security” warning message when opening MYOB Accountants Office Workstation, it is recommended that you restart your computer, click OK.
On completion, the Installation Complete window opens.
Click Finish. The workstation installation is complete.
If you're licensed for Document Manager, see the steps below:
You’ll be prompted for the following information once the main installation of MYOB AO is complete:
Select the Is this server the File Store Server? checkbox, then click Finish
If you have already have Document Manager on your server, you will see this screen. Select Reinstall and click Next.
The repair is complete. If you don’t already have it, you will be prompted to install Adobe iFilter version 9.0 x64.
Select the checkbox and click Finish.
The PDF iFilter ensures that PDF documents will be indexed and therefore searchable in Document Manager.
Install the document file store on a different server:
Deselect the Is this server the File Store Server? checkbox, and click Finish to complete the installation.
Run the Configuration tool on your chosen server from C:\MYOB\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe or C:\MYOBAO\AOSQL\Knowledge Management\Document Manager\Server\Utility\DM_Config.exe.
Read and accept the Licence Agreement.
Select the SQL Server instance that contains your MYOB Accountants Enterprise database.
Enter the location and details of the port number for your Document Manager document file store and indexing service.
Follow the onscreen instructions to complete the installation. If you don’t already have it, you will be prompted to install Adobe iFilter version 9.0 x64.
Click Next through the installer screens until it completes.
The PDF iFilter ensures that PDF documents will be indexed and therefore searchable in Document Manager.
Run a workstation install on each workstation that uses Document Manager. The file is located at C:\MYOBAO\AESQL\WorkstationInstall\setup.exe.
You’ll only need to do this the very first time. On successive upgrades, the workstation update will occur automatically when you access MYOB AO.The Adobe PDF iFilter installer will open, click Next through the next few screens until the install is complete.
If you're licensed for Corporate Compliance, see the steps below:
If you use Corporate Compliance integrated with Practice Manager, you can upgrade Corporate Compliance using this combined installer.
If you use Corporate Compliance as a standalone version and not integrated with Practice Manager, use the standalone installer available on my.MYOB.
Once the main installation of MYOB AO is complete, the post-installation configuration of Corporate Compliance starts automatically. You’ll be prompted for the location of the:
electronic lodgment files
backup files.
Follow the on-screen instructions to complete the installation.
Post-installation
Open MYOB AO.
Select Help > About from the menu bar.
The install version should be 2023.0.
The version number should be 5.4.47.186.- Click the Plugins button to access the version number of individual products.
Product | Version Number |
|---|---|
| AO Tax | 2023.0 (for a 2023 tax return) 2022.4 (for a 2022 tax return) |
Client Accounting | 5.4.47.186 |
Practice Manager | 5.4.47.186 |
Document Manager | 5.4.47.186 |
Corporate Compliance | 3.2.0.58 |
| (AU) Tax Homepages | 7.0.24.186 |
Statutory Reporter Formats Go to Maintenance > Maintenance Map > Client Accounting > Practice Report Settings > About in the Tasks bar on the left. | Definition version 48 |
If you are prompted, reboot your computer after completing the installation to avoid any issues using your MYOB software. See What is Enable Linked Connections? and Open File - Security Warning for more information.