Assigning a tax agent to a single tax return

This support note applies to:

• AO Tax (AU)
• AE Tax (AU)

In MYOB Accountants Office (AO) and Accountants Enterprise (AE) Classic Tax you may be required to assign a tax agent a tax return.  The instructions will step you through is process for a single tax return.

From within the tax return

• Click the Return Properties icon on the toolbar. The Return Properties window appears.
•  Click the Staff tab. The details of this tab appear. 
• Click the ellipsis [...] button at the Agent field. The Select Agent window appears.

You will see the ellipses will be greyed out if the status of your tax return is Completed or Lodged.

• Highlight the required agent and click Select. The Return Properties window appears.
• Click OK. The return appears.