MYOB Practice Tax 2021.0a (5.4.39) install guide—Accountants Office (Australia)

1. Check that your computer meets the system requirements.

2. Ensure that you have MYOB Logins configured for your practice. See Logging into MYOB AO.

3. This installation creates and configures a new tax ledger for the coming year. You must prepare your current tax ledger for rollover to the new ledger. Run the Bulk Return Edit (see Preparing for end-of-year tax installation) to mark returns that are to be excluded from the new ledger.

4. Backing up the MYOB AE or AO database data, using Maintenance > Backup > Back Up Now (if you're upgrading MYOB AO).

5. Make sure you understand how your system is configured. You need to know if you are installing on a:
   

   • Standalone computer or Terminal Server network

   • Client Server network or Peer to Peer network
     See What is my system setup? if you are unsure of your system setup.

6. For information on the new registry setting, see What is Enable Linked Connections?

7. Disable your anti-virus / malware program before running the install.

8. Ensure your regional settings for format and location are set to Australia or New Zealand (depending on your location).

9. Make sure that you have internet access.

10. Allow sufficient time for installation. It may take more than an hour to complete.

11. To ensure that your database is upgraded correctly, you MUST reboot the computer which has your existing MYOB AO database.

12. Make sure that your Windows login has administrator rights when performing the installation.

13. The installer requires a minimum of 4GB of free disk space on the local disk of your server.

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.

1. Download the MYOB_PracticeTax_2021.0a Lite file from my.MYOB.

2. Exit all programs and reboot the computer you are going to install MYOB AO on to ensure a clean environment.

3. Log on to the computer as the administrator.

4. 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.

5. Read the Licence Agreement carefully, select I have read and accept the licence agreement then click Next.

6. 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.

7. 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.

8. 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.

9. If you disabled your anti-virus/malware programs before you installed MYOB AO, re-enable it before continuing.

10. 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.

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.

Auto update

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).

Checking the version numbers

1. Open MYOB AO.

2. Select Help > About from the menu bar.
   The install version should be 2021.0a.
   The version number should be 5.4.39.41.

3. Click the Plugins button to access the version number of individual products.

Wherever possible it is a good idea to restart the server after the installation is complete. This will also restart any MYOB services for the PLS.