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:

Display all the tax clients for a tax year in your database. This defaults to the current year when you open the page.
Search for and display a subset of tax clients that match the name, code or IRD number you specify.
Filter the list of tax clients to display only those that match the information you require.
Customise the layout of the information to suit the way you like to work. Change the information displayed on the list by sorting, adding, removing and changing the order of the columns in the list.
Group the results so that tax clients with the same information are listed together.

Once you have found the client you are interested in, you can quickly access the following areas of MYOB AE/AO for the client:

Tax Manager — click the IRD Number for the required client.
Return preparation — click the Return Name for the required client to open their tax return in the Return Preparation module.
Client’s Tax tab information — click the Client Code for the required client to open their Client page Tax tab.

To view a list of your tax clients

On the toolbar, click the Tax button. The Find Tax Client page appears and lists all the tax clients for a tax year in your database. This defaults to the current year when you open the page.