Overview
Tax Manager is a tool to assist you manage your client’s tax position. You can use Tax Manager to: list all your tax clients view a summary of a client’s tax...
Working with tax clients
The Find Tax Clients page is the starting page for working with your tax clients. This page provides a list of your tax clients and a bunch of options: Displ...
Client Page Tax tab
The Tax tab is used to manage tax settings for the client and allows you to review and set tax details for the client. Only settings that are applicable to t...
Working with Tax Manager
Tax Manager opens on a client by client basis. A new window opens for each client, and you can have multiple Tax Manager windows open at any point in time. T...
Managing tax notices using the Tax Notice page
The Tax Notices page provides a quick way to: manage your tax notices find all the tax clients in your database with tax payments due in a selected month You...
Preparing a tax notice for a client
When you have Tax Manager open for a client, you can: review the client’s Tax Notice details update the status of the tax notice preview and print the tax no...
Working with tax calculators
Tax Manager includes four calculators you can use to determine your clients tax obligations in different scenarios. The calculators are: Quick tax calculator...
Preparing tax returns
Tax returns are prepared using the MYOB AE Tax Return System and the MYOB AO Classic Return Preparation module. You can access this within MYOB AE/AO from an...
Finding tax clients that have missed a payment
The Missed Payments page provides a list of all the clients in your practice who have missed their payments within a specified date range. To assist you revi...
Working with IRD data downloads
IRD transactions for all clients in the practice are downloaded directly from the IRD web services on a nightly basis, using the IRD login details stored in ...
Viewing alerts that apply to clients
The Alerts page provides a list of all clients that have alerts. It displays clients in present, past, and future years. If a client has more than one alert ...
Working with agencies
MYOB AE/AO allows you to define an agency for each agency list associated with your practice. If you have converted your system from MYOB AO Classic, your ag...
Workstation connection issues
Tax Manager Service is a Windows Service Application running on the server that your MYOB AE/AO application is installed on. If MYOB AE/AO is unable to acces...
Tax notice merge fields
The following merge fields are available for the various sections of a tax notice: Header Merge field Description <<20 March 2014>> Current system date. <<Ad...
Monitoring return filing statistics
The Filing Statistics page provides a quick way to: monitor the filing of returns throughout the practice help ensure you achieve your 100% filing targets by...
Getting started with Tax Manager
Getting started with Tax Manager Accountants Enterprise only Tax Manager provides you an interactive way to manage your client’s tax information on the scree...