Use this feature when you need to work on returns away from the office, on your stand-alone computer or laptop; or when you need to e-mail a return to MYOB Customer Service in support of your tax query.
When you export a return it is locked and the padlock symbol indicates to other staff that it cannot be worked on. When you import it, the old return will be unlocked and the database updated with any changes made while it was off-line.
Follow the steps to export returns, including for MYOB investigation. A batch may consist of a single return.
- Open the Tax – Client Search Homepage.
Highlight the relevant return.
Select Export from the Tasks bar. The Export Returns dialog opens.
On the Export panel select only the following checkboxes:
Send as e-mail attachment - When exporting is complete an e-mail opens with the export file attached. Enter the addressee’s email address, the subject line and your message.
Export Return details - This checkbox is mandatory and is set for you.
On the Selection panel, the radio buttons allow you to determine the range and sorting order of the returns being exported. The options include:
Batch- This is the default for exporting and is recommended. These instructions set out the batch process for one or more returns to be included in the export file.
Click Browse to select the destination for your exported returns. The Current path identifies the destination, for example:
(AE, Series 6 & 8) H:\Sol64\TA\Sol63\Export
Click OK. When exporting by batch, the index of all returns in the database is opened. When the export is initiated from the Tax – Client Search Homepage, the cursor is on the return highlighted on that Homepage.
To build the batch:
Highlight a return and click Select. Refer to Export batch from index.
Repeat until the batch includes all returns necessary. Returns you have selected display a green tick on the far left-hand side. If you want to export all the returns you have worked on within a certain date range, you may also do this by selecting the Audit Updates button.
Select Audit Updates.
Enter the date range. The default date range is from the Tax Preparation Audit Trail. Refer to Tax Preparation Audit Trail.
Click OK. The database is interrogated so that all returns that have been changed during the specified period are ticked to be included in the export file. Refer to Export: audit updates.
Click OK. The prompt to Overwrite or Append displays.
Click Overwrite to clear the export file and replace whatever was there with the new selection of returns.
Alternatively, click Append to add to and preserve previously exported returns.
Follow the prompts to address your email.
- Click Utilities > Export.
- Follow the instructions from Step 4. above To export returns from Practice Manager or MYOB AO.
Export options when setting up a new remote ledger
Unless you are setting up a new remote tax ledger, it is not necessary, nor advised, to export Control Information.
In MYOB AE, the defaults are Export Return details and Export Tax Tracking History.
If required, these options are selected at Step 4. above (the Export process):
What happens when selected...
Export control information
Exports the control record details, agent's details, standard answers and user details.
ONLY tick this checkbox if you are setting up a brand new remote tax ledger and transporting data between it and the Practice ledger.
Include user profiles (AE)
Exports the user’s configuration. See User Preferences.
Include client details (AO)
Exports the client (billing entity) details for the return. If the client details are changed, on importing the exported return, the contacts database will be overwritten with the changes.
Export tax tracking history
This allows transfer of the full Tax Tracking (TTS) Event:Step history for the exported Return.
If this option is selected on export, then any TTS history in the destination database is subsequently overwritten with what is contained in the export file, for each Return involved.
If this option is not selected on export, any Event:Step history in the destination database, is retained. Excluding the Event:Step history is useful if you are performing the export in a Tax year other than the current.