This support note applies to:
- AO Tax (AU)
- AE Tax (AU)
In MYOB Accountants Office (AO) and Accountants Enterprise (AE) Tax the 85% Lodgment Benchmark function was released in Tax 2013. To ensure that this feature is effective, you need to ensure that all tax clients in your database have the following details:
- An assigned Tax Agent in the Return Properties and
- Lodgment Due Date.
These instructions will guide you to the solutions and processes required to achieve this.
Assigning a Tax Agent
Prior to any tax return being processed the tax agent needs to be assigned and should appear in the tax return properties in the Staff tab. Please use the appropriate process to assign a Tax Agent.
Lodgment Due Date
See Lodgment Benchmark for more information.