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Preparing for the new financial year in MYOB AO

This support note applies to:

  • AO Document Manager (AU)
  • AO Practice Manager (AU)
  • AO Workpapers (AU)
  • AO Tax (AU)
  • AO Classic Tax (AU)
  • AO Classic General Ledger (AU)
Article ID: 37958

Prepare for a new financial year by reviewing your database. It will put you in the best situation for the busy tax peak period ahead.

Check the links below for pre-installation checks on your software.


ATO has retired ELS, so everything is on the Practitioner Lodgment Service (PLS).

Do these pre-installation checks before installing tax for the new financial year.

Practice Manager

The AO Practice Manager year-end process are optional, so you can choose whether or not to perform each routine.

Document Manager

Preparing for the new financial year in Document Manager by adding a new year, category and filing cabinet.

Client Accounting

Before you begin preparing your client accounts for the new year, How do I roll over a general ledger? so that prior year closing balances carry forward to the new year.

If you use Client Accounting, you should also Completing the period.

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