Breadcrumbs

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 agency details will have been migrated for you during installation. You will need to review your agency details to ensure they match the information registered at the IRD.

Each client is linked to their relevant tax agency on the Client page > Tax tab.

Agencies are set up and maintained by your system administrator using the Maintenance - Agency Details page where you can:

  • Add new agencies

  • Update the details for an agency

  • Delete agencies

  • Set practice and partner default agencies for the practice and partners.

 

To open the Maintenance - Agency Details page

  1. Go to Maintenance > Maintenance Map.

  2. On the TASKS bar, click Tax.

  3. Click Maintain Agencies. The Maintenance — Agency Details page appears displaying the list of all agencies defined for your practice.

To add an agency

  1. Open the Maintenance — Agency Details page.

  2. On the TASKS bar, click Add agency. The Maintain Agency Details window appears.

  3. Enter an Agency name. This is a mandatory field and must be unique within your practice. The agency name is limited to a maximum of 40 characters.

  4. Complete the rest of the details as required. For information on how to complete the fields, see Completing the Maintain Agency Details information.

  5. To save the changes and close the window, click OK.

To update agency details

  1. Open the Maintenance — Agency Details page.

  2. Click the agency you want to update to select it.

  3. On the TASKS bar, click Edit agency. The Maintain Agency Details window appears displaying the information for the selected agency.

  4. Overtype the information as required to update any values.

  5. To save the changes and close the window. click OK.

To delete an agency

  1. Open the Maintenance — Agency Details page.

  2. Click the agency you want to delete to select it.

    You cannot delete an agency if it is defined as the default agency for either the practice or a partner. You must make another agency the practice/partner default before deleting.

  3. If the agency is active (a No is displayed in the Inactive column), update the agency details and set the Inactive field to Yes.

  4. On the TASKS bar, click Delete agency. A confirmation window appears.

  5. To delete the agency, click Yes.

To set the default agency for a partner

  1. Open the Maintenance — Agency Details page.

  2. On the TASKS bar, click Set partner default agency.

  3. The Partner default agency window appears displaying a list of partners and their default agencies.

  4. Review the agency for each partner.

  5. If you want to change any of the defaults:

    1. Click on the agency you want to change.

    2. Click to open a drop-down list of agencies and select the agency you want as the default.

  6. When you have set the default agencies for all partners, to save the changes and close the window, click OK.

To set a default agency for the practice

  1. Open the Maintenance — Agency Details page.

  2. On the TASKS bar, click Set practice default agency. The Practice default agency window appears.

  3. Click on the agency to open a drop-down list of agencies and select the agency you want as the default for the practice.

  4. To save the changes and close the window, click OK.