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Importing from Accounts into a tax return

This support note applies to:

  • AE Tax Series 6 & 8 (AU)
Article ID: 28982

In MYOB Accountants Enterprise (AE) Tax you can import values from an AE Accounts ledger into the tax return.

To import values from the Accounts ledger, open the tax return and from the Utilities menu, select Import from Accounts.

The system collects and totals the relevant entries in Accounts for the period, and includes them directly in the business income and expenses section of the tax return.

Any values already entered directly in these fields or posted from attached schedules are overwritten during this process.

Information transfers as below:

Company return

  • Income tab.
  • Financial tab.

Trust return and Partnership return

  • Income tab.
  • Other Information tab.
  • Business & Professional tab.

Individual return

The values for an individual return are imported in regard to the Business items tab:

  • Business income - Business items tab P8.


To import data from Accounts to Tax
  1. Open the Tax return for the relevant year and from the Utilities menu, select Import from Accounts. The Import from Accounts window opens showing the categories of information to import.
  2. Review the categories and values and click OK. The values are imported into the tax return.

    Deselect any category if you do not wish to import all the information shown.
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