Using MYOB AE/AO Tax
Welcome to the Accountants Enterprise (AE) and Accountants Office (AO) Tax Help.
If you're not already on the latest version of Tax, you can download the release and the installation guide from the my.myob website.
To check your version of Tax, open any tax return in the latest Tax year available to you. From within the return, follow the menu path Help > About and note the Version number.
Once you're installed and ready to go, you may want to set up your Tax Agent and Lodgment details. Here's some helpful topics to get you started:
| For information on... | Refer to... |
|---|---|
| Navigating in Tax | Navigating in Tax |
| Finding Tax returns and forms | Tax Client - Search |
| Setting up your agent details, Lodgment, Security and more | Setting up Tax |
| Practitioner Lodgment Service (PLS) | Practitioner lodgment service (PLS) |
| Entering data into a Tax return | Income tax returns |
| Preparing and completing tax forms and schedules | Completing forms and schedules |
| Reports available from the Reports menu | Reporting from Tax |
| Entering your client's tax details and preferences | Customising Return Properties |