Tax Letter Mergefields 2023 | MYOB Practice Support

These tables list in alpha sequences the Letter Writing merge fields available in Tax (in MYOB AE, for SQL users of Tax):

(AE Tax) Also refer to Tax mergefields for details of practice text letter equivalents.

Taxpayer/return details

ABN	Taxpayer ABN
Addr_Line_1	1^st line of address (Street name and number)
Addr_Line_2	2^nd Line of Address (Street name and number)
Addr_Line_3	3^rd line of Address (Town/State/Postcode)
Assessment_Payable_Date	Date Income Tax Assessment due and payable
Client_Code	Client Code of the Return
Co_Est_Tax	Estimated Tax Payable/Refundable per Company Return
DOB	Taxpayer Date of Birth
Email	Taxpayer email address
Employee	Name of the Employee attached to the Return
Est_Fund_Tax	Estimated Tax Payable/Refundable per Superannuation Fund Return
Est_IT_Tax	Estimated Tax for Individuals and Trusts
First_Names	Taxpayer First name and middle names
Form_Type	Form type
Initials	Taxpayer Initials
Invoice_Amount	Invoice amount
Net_Refund	Net Refund is the amount refundable as entered in the Assessment Details dialog.
Refer_to (Series 6 & 8)	Used for the name of the Contact person of the client, e.g. where the client is ABC Pty Ltd, you would put Refer_to as Fred Smith, so you know who to talk to, or address letters to. The Refer_to value is entered on the Attributes tab for Contacts sites, and on the Extra tab for Practice Manager Client Compliance (CC) sites. For Practice Manager users the Refer_to is entered on the Extra tab.
Return_Due_Date	Date Main Return type (I, P, T, C, F) due for lodgment
Return_Lodged_Date	Date Main Return type (I, P, T, C, F) lodged
ReturnCode	Return Code of the Return
Salutation	Salutation
Surname	Individual Taxpayer Surname/Entity Taxpayer Name
Tax_assessed	Tax assessed per the Assessment
Tax_Level	Tax level of the Taxpayer
Tax_Return_Year	The year of the Return
Taxable_Inc	Taxable income Main Return Type (I, P, T, C, F)
TFN	Tax File number for the Return
Title	Taxpayer Title

Tax Agent details

Agent_Code	Code used to identify Tax Agent attached to the return
Attch_Agent_Name	Name of the Tax Agent attached to the return
Ctrl_Agent_Name	Name of the Tax Agent held in the Control Record
Manager_Name	Name of the Manager attached to the Return
Partner_Name	Name of Partner attached to the Return
Tax Contact	Name of the Tax Contact attached to the Return

Annual BAS or IAS

Ann_BAS_Amount	Net amount payable/refundable on Annual BAS
Ann_BAS_Due	Due Date for Annual BAS
Ann_BAS_End	Period End Date for Annual BAS
Ann_IAS_Amount	Net amount payable/refundable per Annual IAS
ANN_IAS_Comm_Rate	Commissioner’s Rate per Annual IAS
Ann_IAS_Due	Due Date for Annual IAS
Ann_IAS_End	Period End Date for Annual IAS

Business Activity Statement - quarterly

Prior year Qtr 4	Current Qtr 1	Current Qtr 2	Current Qtr 3	Amount shown at
BAS_PY_Q4_1A	BAS_Q1_1A	BAS_Q2_1A	BAS_Q3_1A	GST on Sales at Item 1A
BAS_PY_Q4_1B	BAS_Q1_1B	BAS_Q2_1B	BAS_Q3_1B	GST on Purchases at Item 1B
BAS_PY_Q4_1C	BAS_Q1_1C	BAS_Q2_1C	BAS_Q3_1C	WET Payable at item 1C
BAS_PY_Q4_1D	BAS_Q1_1D	BAS_Q2_1D	BAS_Q3_1D	WET Refundable at Item 1D
BAS_PY_Q4_1E	BAS_Q1_1E	BAS_Q2_1E	BAS_Q3_1E	LCT Payable at Item 1E
BAS_PY_Q4_1F	BAS_Q1_1F	bAS_Q2_1F	BAS_Q3_1F	LCT Refundable at Item 1F
BAS_PY_Q4_3	BAS_Q1_3	BAS_Q2_3	BAS_Q3_3	GST Net at Item 3
BAS_PY_Q4_4	BAS_Q1_4	BAS_Q2_4	BAS_Q3_4	PAYG Withheld at Item 4
BAS_PY_Q4_5A	BAS_Q1_5A	BAS_Q2_5A	BAS_Q3_5A	PAYG Income Tax Instalment at Item 5A
BAS_PY_Q4_5B	BAS_Q1_5B	BAS_Q2_5B	BAS_Q3_5B	PAYG Income Tax Variation Credit at Item 5B
BAS_PY_Q4_6A	BAS_Q1_6A	BAS_Q2_6A	BAS_Q3_6A	FBT Instalment at Item 6A
BAS_PY_Q4_6B	BAS_Q1_6B	BAS_Q2_6B	BAS_Q3_6B	FBT Variation Credit at Item 6B
BAS_PY_Q4_Amount	BAS_Q1_Amount	BAS_Q2_Amount	BAS_Q3_Amount	Net amount payable/refundable
BAS_PY_Q4_Comm_Rate	BAS_Q1_Comm_Rate	BAS_Q2_Comm_Rate	BAS_Q3_Comm_Rate	Commissioner’s Rate
BAS_PY_Q4_Due	BAS_Q1_Due	BAS_Q2_Due	BAS_Q3_Due	Due Date
BAS_PY_Q4_End	BAS_Q1_End	BAS_Q2_End	BAS_Q3_End	End Date
BAS_PY_Q4_Start	BAS_Q1_Start	BAS_Q2_StarT	BAS_Q3_Start	Start Date
BAS_PY_Q4_VAR_Rate	BAS_Q1_VAR_Rate	BAS_Q2_VAR_Rate	BAS_Q3_VAR_Rate	Varied Rate

Instalment Activity Statement - quarterly

Prior year Qtr 4	Current Qtr 1	Current Qtr 2	Current Qtr 3	Amount shown at
IAS_PY_Q4_4	IAS_Q1_4	IAS_Q2_4	IAS_Q3_4	PAYG Tax Withheld at Item 4
IAS_PY_Q4_5A	IAS_Q1_5A	IAS_Q2_5A	IAS_Q3_5A	PAYG Income Tax Instalment at Item 5A
IAS_PY_Q4_5B	IAS_Q1_5B	IAS_Q2_5B	IAS_Q3_5B	PAYG Income Tax Variation Credit at Item 5B
IAS_PY_Q4_6A	IAS_Q1_6A	IAS_Q2_6A	IAS_Q3_6A	FBT Instalment at Item 6A
IAS_PY_Q4_6B	IAS_Q1_6B	IAS_Q2_6B	IAS_Q3_6B	FBT Instalment Variation Credit at Item 6B
IAS_PY_Q4_Amount	IAS_Q1_Amount	IAS_Q2_Amount	IAS_Q3_Amount	Net amount payable/refundable
IAS_PY_Q4_Due	IAS_Q1_Due	IAS_Q2_Due	IAS_Q3_Due	Due Date
IAS_PY_Q4_End	IAS_Q1_End	IAS_Q2_End	IAS_Q3_End	End Date
IAS_PY_Q4_Start	IAS_Q1_Start	IAS_Q2_Start	IAS_Q3_Start	Start Date

FBT Tax Returns

FBT_Inst_Paid	Fringe Benefits Instalments paid per Fringe Benefits Tax Return
FBT_Payable	Fringe Benefits Tax payable per Fringe Benefits Tax Return
FBT_Rebate_Due	Fringe Benefits Tax Rebate amount per Fringe Benefits Tax Return
FBT_Refundable	Refund of Fringe Benefits paid per Fringe Benefits Tax Return

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