This support note applies to:
- AE MAS (AU)
- AE Tax (AU)
MYOB Accountants Enterprise (AE) Tax allows you to import values from AE Management Accounting System (MAS) ledgers. This process transfers the values from the Trial Balance in your general ledger to the relevant items in the tax return.
The process of importing overwrites values already in the tax return for the relevant fields.
|Tax Return Type||Fields|
|Trust and Partnership Tax Return|
The values for an individual return are imported in regard to the Business items tab. During the import you have a choice of where to import the data into the tax return, either Business income or Professional services income.
To perform the transfer of values from MAS into AE Tax select the tax return without opening it. How you achieve this depends on how you access your tax returns. Click the following link for your relevant access method:
|If you access your Tax returns..||Do this...|
|via System Release|
|via Accountants Enterprise|
- Follow the menu path: Reports > Integration > MAS Integration. The Warning window appears advising that any existing values in the tax return relating to areas to be imported via this process will be overwritten.
- Click OK. The Select folder window opens.
Double-click the S6client folder. The Select item window appears.If you are importing for an Individual return, the Select Method window appears with the options of Business income and Personal services income. Select the required option and click OK. The values are imported into the tax return and the message "Balances transferred" appears.
Click the required MAS ledger and click Select. The values are imported into the tax return and the message "Balances transferred" appears.
If your MAS ledger resides in a different folder, select the relevant folder containing the MAS ledger
Click OK. The selected return appears.
- Open the tax return and review the values.