Performing an Integrity Check

This support note applies to:

• AO Tax (AU)
• AE Tax Series 6 & 8 (AU)
• AE Tax (AU)

These instructions require technical expertise

Make sure you know what you're doing and are using one of the products listed. If you're not sure, ask your IT professional or MYOB.

Prior to installing the first full release of MYOB Accountants Enterprise (AE) and Accountants Office (AO) Tax for the new year, you need to perform an I ntegrity Check on your current data. This ensures that any orphaned records are deleted from the Tax System. 

Orphaned records refers to records(s) of data that no longer have connection to other data or tables. For example, a deletion of a tax return has not removed data from all tables or when a tax return is created it has not updated all of the tables.

For example, prior to installing Tax 2017, perform the Integrity Check in the Tax 2016 ledger.

Ensure all users are logged out of Tax whilst performing this routine.

To run the Integrity Check - Current Year

1. From within AE/AO, follow the menu path: Maintenance > Maintenance Map. The Maintenance Map homepage now appears.

   

   If you use Contacts with AE Tax Series 6 or Series 8, to access the tax ledger follow the menu path: Tools > AE Tax > Settings.
2. In the Tasks pane select Tax. The Tax tab now appears.
3. Click Administration. The Tax 201X window now appears.
4. From the Utilities menu select Integrity check. The Integrity Check window appears.
5. Select the Index check and Validate alternate indices options. The options are selected.
6. Click OK. The Print window appears.
7. Click Preview. The Integrity Check window appears.
8. Click Report and repair. The Integrity Check - Indexes results report displays.
9. Click Close. The Print window appears.
10. Click Preview. The Integrity Check window appears.
11. Click Report and repair. The Integrity check - validate A3 and A4 report result displays.
12. Click Close. The Select return window appears.

Both Indexes and validate A3 and A4 reports displays the issues found and repaired during the integrity check. This includes issues such as orphan and duplicate records. However there are instances where system cannot rectify the issues find during the integrity check which reports as "user to fix", user needs manually delete/edit these returns.