Changing the tax agent in bulk for returns using System Release or Practice Manager

This support note applies to:

AE Practice Manager (AU)
AE Tax (AU)

Article ID: 29505

In MYOB Accountants Enterprise Tax (AE Tax), you can change the tax agent for selected returns all at the same time.

There are different procedures depending on whether you use Practice Manager or AE Tax via System Release.

To change the tax agent in bulk via System Release

In System Release, start AE Tax. The Select return window appears.
Got to Bulk Return edit.
Click the Return area to change ellipses [...] button. The Select Area to Change window appears.
Select Agent and click Select. The Bulk Return Edit window appears.
In the Select by area, choose either:
- Batch to select returns individually.
- Range to select returns by a group. If you select Range, the Index checkbox becomes active and lets you select an index sequence. The Range option doesn't let the tax agent to be changed on locked returns.
Deselect Edit individually. The Override all checkbox becomes active.
Select Override all. The message 'Warning: all selected Returns will be updated to the same value' appears.
Click OK. The Bulk Return Edit window appears.
If you selected Batch:
1. Click OK. The Select Returns for Update window appears.
2. Toggle the returns you want to change and click OK. The Edit Agent window appears.
If you selected Range:
1. Select the option you want to change the return by and click OK. The Edit Agent window appears.
2. Click the Agent ellipses [...] button and select the Tax Agent. The agent is displayed in the Agent field.
Click OK. The Record Selection window appears.
Click OK. The Updating Returns window appears. The system starts processing and the Agent code for the selected returns is changed.

To change the tax agent in bulk via Practice Manager

In Practice Manager, go to Maintenance > Maintenance Map. The Maintenance Map tab appears.
Select Tax from the Tasks panel.
Click Administration. The Tax [xxxx] window appears. [xxxx] is the current tax year.
Go to Maintenance > Bulk return edit. The Bulk Return Edit window appears.
Click the Return area to change ellipses [...] button. The Select Area to Change window appears.
Select Agent and click Select. The Bulk Return Edit window appears.
In the Select by area, choose either:
- Batch to select returns individually.
- Range to select returns by a group. If you select Range, the Index checkbox becomes active and lets you select an index sequence. The Range option doesn't let the tax agent to be changed on locked returns.
Deselect Edit individually. The Override all checkbox becomes active.
Select Override all. The message 'Warning: all selected Returns will be updated to the same value' appears.
Click OK. The Bulk Return Edit window appears.
If you selected Batch:
1. Click OK. The Select Returns for Update window appears.
2. Toggle the returns you want to change and click OK. The Edit Agent window appears.
If you selected Range:
1. Select the option you want to change the return by and click OK. The Edit Agent window appears.
2. Click the Agent ellipses [...] button and select the Tax Agent. The agent is displayed in the Agent field.
Click OK. The Record Selection window appears.
Click OK. The Updating Returns window appears. The system starts processing and the Agent code for the selected returns is changed.