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Removing duplicate entries from Tax reports in Accountants Enterprise Practice Manager

This support note applies to:

  • AE Tax Series 6 & 8 (AU)
  • AE Tax (AU)
Article ID: 34778

In MYOB Accountants Enterprise (AE) when you print reports from the Tax Reports Only list you may experience duplicate line items appearing in the report.

The duplicates appear because these reports retrieve the data directly from the tax database and there is no filter for on the Form Type field; for example I,P,T,C,F.  This results in the report showing an entry for each item included for the client, tax return, BAS, IAS etc.

To eliminate the duplicate records, add the Form Type field and apply the required filter to the report.

To apply the Form Type filter
  1. Open AE and click the Reports button. The Reports tab opens with the list of reports in the Tasks panel.

  2. Click Tax Reports Only in the Tasks panel. The reports appear in the right-hand pane.

  3. Select the required report and click Edit. The Report properties appear.

  4. Click the Report fields and formatting tab. The fields in the report appear.

  5. Select Form Type and click on the Run Report Settings tab. The report settings appear.

  6. Type the following in the Filter column for the row entitled Form Type and press ENTER: in (I,P,T,C,F). The filter is applied.  When you run the report only records for tax returns are included and this removes the duplicate records due to form types other than tax returns.

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