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Importing MYOB Ledger data into a tax return

This support note applies to:

  • AE Assets Live (AU)

  • AO Tax (AU)

  • AE Workpapers (AU)

  • AE Statutory Reporter (AU)

  • AE Tax Series 6 & 8 (AU)

  • AE Tax (AU)

Article ID: 38571

In MYOB Ledger you can retrieve ledger data from the Client Accounting module that maps to the tax return.

 This function is only available if:

  • You have a licence to use Client Accounting.

  • A new Tax Return exists for the current client for the current tax year.

  • The Form Type of the Tax Return is: Company, Individual, Partnership, Trust.

  • The Tax Return status must be “In Progress”.

  •  The Tax Return amendment is not lodged.

  •  The user has the appropriate security rights to access this function.

For details on how to import MYOB Ledger data into a tax return refer to one of the following Online Help topics:

Accountants Enterprise: Import Ledger Data

Accountants Office: Import Ledger Data