This support note applies to:
- AO Tax (AU)
- AE Tax Series 6 & 8 (AU)
- AE Tax (AU)
In MYOB Tax you have the option to remove the Tax File Number (TFN) when printing the return. This can be very useful in protecting your clients identification especially if the return needs to be reviewed or sent to an external third party.
These instructions will step you through editing the properties of a pre-existing print job so that you can select this print job as it is needed on a case by case basis.
Perform the following instructions from within any current year tax return.
Follow the menu path: Utilities > Practice default options > Print options. The Print tax form options window opens.
Highlight a print job that is not used (example: Review) and click Properties. The Print Options window opens.Ensure that you are not selecting your default print job. This print job is denoted with an assigned green tick. You should select a print job that is not used at all or very infrequently.
Click the Attributes tab.
Select the Hide TFN checkbox. A tick appears in the nominated checkbox.
Click OK. The Print tax form options window appears.
Click Close. The tax return appears.
If you want to hide TFN in an estimate, contact our support team so we can step you through the process.
You can't hide TFN if you have the one-click estimate ticked in the Control record > Defaults tab.
Perform the following instructions from within the return you wish to print.
Follow the menu path: Reports > Print Return. The Print Form window appears.You will notice that in the Print job field, the "default" print job automatically populates.
- Click the ellipses [...] button at the Print job field.The Print tax form options window opens.
Highlight the print job that has the attribute to "Hide TFN" selected.This is the print job selected in the instructions for Editing the properties of a Print Job at Step 2 (example: Review).
- Click Select.The Print Form window appears and the nominated print job now displays in the Print job field.
- Click OK.The Print window appears.
- Click Print.The tax return prints without displaying the TFN throughout the return
Follow the menu path: Reports > Print Return.When printing the Activity Statement from Return > Print Schedule you will not be able to hide the TFN as it does not use any print job when printing.
- In Form type drop-down menu, select the activity statement (BAS, IAS or GA).
- Make sure that the Print job that has the attribute to "Hide TFN" is selected.
- Enter the number of copies at the ATO Schedules field and click OK.
MYOB INTERNAL STAFF ONLY
Hiding TFN when printing with One Click Tax Estimate (AE Sites Only/Internal Only)
In System Release, open the Tax Calculator for the year that you want to exclude TFN.
Select Utilities> Control Record
Tick Exclude TFN and click OK.
Check the estimate to make sure TFN is not printing.