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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 any of the following areas:

  • Find Tax Clients page

  • Tax Notices page

  • IRD Data page

  • Tax Manager window.

To open the tax return
  • To open for a client from the Find Tax Clients, Tax Notices or IRD Data page:
    1. Click the Return Name for the required client, or
    2. Select the required client and, on the TASKS bar, click Return preparation.
  • To open the tax return from the Tax Manager window, on the TASKS bar, click Return preparation.
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