Names and Addresses in tax returns
A padlock symbol in the return
This symbol indicates that the client data has been selected from details entered into AO. If the padlock is present and the details need to be updated this must be done in AO from where the details flow to the tax return. To display any updated information that does not show in the open return click View > Refresh.
Client data derived from AO
The fields include:
Current client name,
Current postal address, refer to expand-Overseascountrynamesforindividuals.
Home address, refer to expand-Overseascountrynamesforindividuals.
ABN, TFN, ACN,
Date of birth,
Client Name and Postal address on the previous tax return are derived from AO. Click the ellipsis to choose different details.
Business address of the main business is derived from AO. Where available click Amend Address to enter an address.
Tax Agent declaration details
These are derived from details recorded in Tax:
if the Return Properties > Staff tab shows no agent, lodgment will use the default agent for the practice recorded under Utilities > Control Record.
if the Return Properties > Staff tab shows an agent, lodgment will use that agent rather than the default for the practice as recorded under Maintenance > Agent > Properties.
Client details from other tax returns
Client details can be provided by selecting another tax return of the same year for details such as:
Ultimate Holding Company;
Spouse Details (Form I),
Member Details (Form MS);
Beneficiary or Partner Details for Distribution Statements (Form T and P) etc.
Click [F10] to select the relevant return from those in the current year ledger.
Fields open for data entry
Any field that you can type text into is ‘open’. These include:
Fund Auditor (Form MS);
Full name of the trustee to whom notices should be sent (Form T);
Full name of the partner to whom notices should be sent (Form P);
Business Name at Item P6 (Form I).
Details open for data entry include:
Trustee or Director’s Declaration (Form MS).
Title on Front Cover and Declarations, is selected from a list acceptable to the ATO.
A padlock symbol in the return
The padlock symbol indicates that the client data has been selected from Practice Manager. If the padlock is present and the details need updating this must be done in Practice Manager from where they will flow through to the tax return. To display any updated information that is not showing in open return click View > Refresh.
Client data derived from Practice Manager
This will include:
Current client name
Current postal address, refer to expand-Overseascountrynamesforindividuals
Home address, refer to expand-Overseascountrynamesforindividuals
ABN, TFN, ACN
Date of birth
Client Name and Postal address on the previous tax return are derived from Practice Manager. Select the ellipsis to choose different details
Business address of the main business is derived from Practice Manager. Where available click Amend Address to enter an address.
Tax Agent declaration details
The agent declaration details are derived from details recorded in Tax:
if the Return Properties > Staff tab shows no agent name, lodgment will use the default agent for the practice as entered under Utilities > Control Record.
if the Return Properties > Staff tab shows an agent name, lodgment will use that agent rather than the default for the practice. These agent details are entered under Maintenance > Agent > Properties.
Client details selected from another tax return
Client details can be provided by selecting another tax return in the same year for details such as:
Ultimate Holding Company;
Spouse Details (Form I);
Member Details (Form MS);
Beneficiary Details (Form T);
Partner Details (Form P), etc.
Click [F10] to select the relevant return. It must be in the current year ledger.
Fields open for data entry include
Any field that you can type text into is ‘open’. These include:
Fund Auditor (Form F);
Full name of the trustee to whom notices should be sent (Form T);
Full name of the partner to whom notices should be sent (Form P);
Business Name at Item P6 (Form I).
Details open for data entry include:
Trustee or Director’s Declaration (Form MS).
Title on Front Cover and Declarations, is selected from a list provided by the ATO.
In 2007 and earlier
Tax return data entry shows changes including:
Newly created returns take data from Practice Manager.
The names and addresses on the front covers of an unlodged return are updated from Practice Manager details each time the return is opened.
Tax Return Front cover details are editable, but changes do not update Practice Manager.
During return data entry, lists of client data are provided from Practice Manager for Select Address, Select Employee, Select Extra Field.
Parameter Tables
AE Tax only
The parameter tables are used in estimate calculations for resident and non-resident individuals, minors and trustees. The following links shows where in the parameter tables you can find the rates, offsets, thresholds, percentages and so on.
How to access the Resident Tax Rates:
Click Maintenance > Parameter Tables.
For the relevant income year select Master Individual Table > Properties > Resident Tax Rates
Resident Tax Rates include:
General Tax Rates and Income Thresholds, resident and non-resident individuals, and resident and non-resident minors under Div 6AA.
Dependant Offset Details - Offset, ATI and Reduction percentage for:
Spouse,
Child/housekeeper, Housekeeper,
Notional Dependants
Other
Income Test Thresholds - Dependency offsets, employee share schemes, Commercial business losses thresholds.
Senior and pensioner Offset (SAPTO) - The categories of Pensioner Offset codes.
The Properties option for each code provides the Offset information and combined taxable income.Low Age Government Pensioners Offsets - The categories of Low Age Government Pensioners Offset codes.
Zone Offsets - Amounts and Offsets for Zone and Overseas forces:
Special and Ordinary Zone A
Special and Ordinary Zone B
Remote area allowance
Overseas Forces
Other Offsets tab - Tabs provide the details of offsets, thresholds and reduction rates for:
Government Co-contributions, Super contributions for spouse2017, Low Income Earners, and Medical Expenses;
Private Health insurance income ceilings and maximum tax offsets;
Other offsets rates for life assurance and friendly society bonuses, and infrastructure borrowing.
ETP and Lump Sum Offsets - Tabs are provided for:
ETP
ETP Death Benefit Payments to Dependants and Non-dependants
Taxable Component of Lump Sum
Super Death Benefits to Dependants and Non-dependants
SIS Taxable Components
SIS Death Benefits to Dependants
HECS-HELP and SFSS - Income ceiling and percentage of repayment of loans for:
HECS - HELP repayment rates, and
Student Supplement Loans (SFSS) repayment thresholds and rates
Medicare Levy:
Medicare and Surcharge levy rates and thresholds
Low Income Thresholds for single and married taxpayers and Phase in limits, and additional child increments.
SAPTO thresholds
Levy Surcharge Thresholds
For non-residents, the only rebate rate applicable is for ETP and Lump Sum Offsets.
CDS to VPM code mapping index
AE Tax only
This index displays the address and number types that have been mapped to VPM.
Altering Column Widths
Type: Either an address or a number
Normalised: Will display a tick if the address or number has been normalised for integration with the VPM database
CDS Code: Address or number type code as shown on the CDS database
CDS Description: Address or number description as shown on the CDS database. The Normalise routine will create unique CDS address and number types to remove duplicates where the same type has been used more than once for a particular Contact. Where these types have been created, the description will be ‘Added by System’.
VPM Type: This displays the address/number type code as used in the VPM database.
This normally will be the same as the CDS type code, but can be different if so desired. Refer to: Set VPM Type
Employee: This displays the VPM address/number type that will integrate to the Employee on CDS. Also read: Set VPM Type
Normalising multiple types: you may select more than one item at a time to Normalise. Hold the Shift key down and click on the items you wish to normalise. Each item will remain highlighted as it has been selected. Refer to Normalise Tables.
Additional Options
The right click provides additional functionality on this index. These are:
Standard selection: Choose this option to select all address/number types on the index
De-select all: Choose this options to de-select all address/number types on the index
You are advised not to change this setting except on the direction of a MYOB consultant. Any errors made in association with VPM integration, will require restoring data to a back up taken prior to the integration being changed. This may result in loss of data.
Profiles mapping index
AE Tax only
This index is accessed by pressing the Map button from the Integration tab when you select the integration type to be either:
Profiles
Profiles and VPM or
Non-MYOB
This index should be completed with advice from your MYOB consultant.
Set VPM Type
AE Tax only
This routine is used to map VPM address and number types to your CDS address and number types.
There are two stages to this process. These are:
Normalise a CDS address or number type (see Normalise Tables) and
Set the VPM type.
The Clear button will remove a VPM Type from an address/number. Use this function if you wish to remove a VPM Type.
Setting the VPM type
Once you have normalised the address/number type you wish to map (it will have a tick in the Nml column), click Set and the Set VPM type window displays.
CDS Code: This shows the CDS code that you are going to map.
VPM Type: This will default to the same code as used in CDS. Enter the VPM code you wish CDS to map to.
Also use for Employee:
This routine allows you to map the CDS address / number type, for employee use. CDS allows you to store multiple address and number types against an employee. The VPM database allows only one address and up to four numbers to be stored against an employee. VPM's four numbers are predefined and are as follows:
Telephone
Fax
Mobile
Email
If you are mapping an address, click [F10] or the arrow button to open the selection list. The option are address or none. Select address then click OK to save.
If you are mapping a number, again press the[F10] key or select the arrow button to open the selection list. The option are Telephone, Fax, Mobile, Email or None. Make a selection then click OK to save.
Once saved, the address / number will be shown in the Employee column of the CDS to VPM code mapping index.
You are advised not to change this setting except on the direction of an MYOB consultant. Any errors made in association with VPM integration, will require restoring your data to a data back up taken prior to the integration being changed. This may result in loss of data.
Normalise Tables
AE Tax only
This routine is used during the installation of integration between CDS and VPM and is normally performed by your MYOB consultant.
The VPM database will only store unique codes and can therefore only store one of each type of address or number against each contact. CDS however, permits duplicates and these must be removed prior to integration with VPM. This is achieved by the normalise function.
For example:
Prior to integration with VPM, a CDS contact had 3 addresses of type BUSINESS attached. The Normalise routine will remove the duplicates by using the following address types:
BUSINESS
BUSINESS1
BUSINESS2
Refer to:
CDS to VPM mapping index
Set VPM Type
You are advised not to change this setting except on the direction of an MYOB consultant. Any errors made in association with VPM integration, will require restoring data to a data back up taken prior to the integration being changed. This may result in loss of data.
From 1 July 2012 if your individual client has an overseas address for service of notices or as the home address, you will need to adhere to the list of acceptable Country names provided by the ATO when completing income tax returns. In many cases the addresses already recorded in your data base will be valid and no further action will be required.
On the return front cover, MYOB Tax provides a list of country names that will validate at the ATO. At the Overseas country field in the Postal or Home address click [F10] to select the country name.
For example, if you key your client’s overseas home address as South Korea, [F3] validation will generate V1221. To find the name the ATO will accept and validate for South Korea:
At the Overseas country field open the list of countries,
Type ‘South Korea’ into the Search field and click Search.
On the list of matching entries highlight the country and click Select.
Long country names are truncated to meet ELS requirements.
From 1 July 2012 if your individual client has an overseas address for service of notices or as the home address, you will need to adhere to the list of acceptable Country names provided by the ATO when completing income tax returns. In many cases the addresses already recorded in your data base will be valid and no further action will be required.
On the return front cover, MYOB Tax provides a list of country names that will validate at the ATO. At the Overseas country field in the Postal or Home address click [F10] to select the country name.
For example, if you key your client’s overseas home address as South Korea, [F3] validation will generate V1221. To find the name the ATO will accept and validate for South Korea:
At the Overseas country field open the list of countries,
Type ‘South Korea’ into the Search field and click Search.
On the list of matching entries highlight the country and click Select.
Long country names are truncated to meet ELS requirements.