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Features in Practice Manager / AO for Tax

These notes describe features that apply generally to Tax data.

To set the Tax Returns due for Lodgment as your default view
  1. In Practice Manager, select View > Display Options from the main menu.

  2. Select Homepage View from the Default View drop-down options. The Standard Homepages field is enabled.

  3. Select Tax Returns due for Lodgment from the Standard Homepages drop-down options.

  4. Click OK. The next time you login to Practice Manager, the Tax Returns due for Lodgment will display.
Finding Clients and Contacts

The function to search on the Find Clients or Find Contacts page has been enhanced to include retrieving clients or contacts by tax data. For example this type of search will allow to filter for clients according to tax data such as taxable income.

Following are the steps to follow to use this new search:

  1. Open the Find Clients or Find Contacts homepage (AE) / page (AO).

  2. At the New Search field, select New search from lists.

  3. Check that the Search for field is blank (as shown here). Then click the Search button.

  4. The Select Report screen opens. Scroll to the list of Tax Reports only for any tax year from 2012 onwards.
  5. Highlight the report you would like to search and click OK. The Select Field list opens.

  6. Enter the value that the search should use to determine a match from your Tax clients. In this example ‘>50000’ is entered for Taxable income.

  7. Click OK to run the search.

  8. When complete the Find Client page lists the Tax clients that match your search criteria.

Tax Tasks

The Tax tasks vary according to the data displayed. These include:

Symbols used for the client tax returns
  •  – the latest version of this return is still in AO Classic format. Opening this return converts and imports the return into MYOB AO.
  •  – a copy of this return has been exported. This return is normally unlocked by importing the copy into the Tax ledger.
  •  – this return is ‘completed’, meaning it has passed [F3] Validation and is therefore a candidate to be output to the file for transmission to the ATO.
  •  – indicating this is the original version of an amended return.
  •  – indicating this is an amended version of an amended return.
Changing the display

Changes to the display can be reused by selecting Save homepage from the Tasks bar.

Columns may be rearranged by drag-n-drop and resizing. The right click menu offers selections to make what is displayed more suitable to your purpose.

Right click menu

The right click menu allows you to restrict the data displayed:

  • Partner, Manager and Employee — include only returns for clients assigned to a particular Partner, Manager or Employee who is logged in. To verify the client assignment select Return Properties from the Tasks bar and open the Staff Tab.

    (AO) Clients are assigned a Partner on the client’s Responsibility tab.

    (AE) Clients are assigned a Partner on the client's Responsibility tab in Practice Manager.

    (Series 6 & 8) Clients are assigned a Partner on the Contacts > Matters > Attribute Tab.

  • Practice — include all the returns which have been created for the practice regardless of client assignment.

  • Agent — include returns for one or more agents selected.

  • Range — include returns that are:

    • Overdue,

    • Due in 30 days,

    • Due in 60 Days,

    • Due in 90 Days,

    • Not Lodged,

    • Lodged Late,

    • Lodged on time,

    • Not required,

    • Lodged, or

    • All (no range filtering is set).

  • Range — include Activity Statements due:

    • September Quarter,

    • Due in 30 days,

    • Due in 60 Days,

    • Due in 90 Days,

    • Not Lodged,

    • Lodged Late,

    • Lodged on time,

    • Not required,

    • Lodged, or

    • All (no range filtering is set).

  • Current Year — include returns for the current year.

  • Prior Year — include returns for the prior year.

On the right click menu the options to Export to Excel and Print Preview are also provided.

Company/Fund right click menu

This right click menu allows you to restrict the data according to:

  • All  to include Forms C, F and MS in Company/Fund Tax Payable. 

  • Company — to include only Form C in Company/Fund Tax Payable. 

  • Fund  to include Forms F and MS in Company/Fund Tax Payable.

Field chooser

The Field Chooser enables you to add columns to the table by dragging a data name from the Field Chooser into the table. The columns available will vary according to the type of data displayed.

To remove a column from the grid drag it out of the grid and it will appear in the Field Chooser again.

The values for Company, Department and Office are added on the client’s Responsibility tab.

Sorting and grouping columns

Click any column heading to sort, alphabetically or numerically, according to the values in the column. Click more than once to switch between ascending and descending order.

To group a column, drag a column heading to the grey area above the list (the Sort Bar). This will group the display by the type of data in that column. For example, drag the column heading ‘Form Type’ to see Company returns together followed by Fund returns and so on. The grouping is removed when you drag the column name from the Sort Bar to the table again.

On Returns Due for Lodgment, the Field Chooser now includes selection Not Required. This is intended to assist you to determine which of tax returns have been marked as ‘not required this year’ using Update return not required task in the Tasks bar.

Filtering the tax data

Filtering restricts the number of returns listed. Filtering may be applied to one or more columns.

To apply a filter:

  1. Click into the Filter row immediately below the column heading.

  2. In the open data entry cell click the arrow and select a value from those listed. Alternatively, type a known value.

  3. Press [Enter] to apply the filter.

  4. The Filter value will appear in the cell.

  5. To retain the filter you have applied, select Save homepage under TASKS.

To change the filter applied you must first remove all filters already applied:

  1. Click the 

    icon in each column where a filter is applied. This will clear all filters and restore the full set of data.

  2. Repeat the steps set out above to apply a filter.

Tasks bar

The Tasks bar always offers:

  • Reset - restore the display to the default view, and

  • Save - keep the changes just made to the display.

For specialised tax screens the Tasks bar differs. For a description of tasks offered:

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