Change entity type in Systems Release

Contributing Cover User AnthonyD100
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Change entity type in Systems Release

Hi 


I have set an entity up as a company however it is really a Superfund 

 

How can I change this?

 

Thanks 

Anthony

10 REPLIES
MYOB Staff Post VanessaZac
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Re: Change entity type in Systems Release

Hi @AnthonyD100

 

Thanks for the post.

 

If you go to the Return Properties of this particular return (top right hand corner) within Tax you can change the form type of return under the General tab.  Make sure the status of your return is 'in progress'. 

 

Cheers,

Vanessa
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Contributing Cover User AnthonyD100
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Re: Change entity type in Systems Release

Thank you for the reply 

 

But can you please give me more detail e.g. how to get to return properties

 

Thanks 

 

Anthony

MYOB Staff Post VanessaZac
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VanessaZac
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Re: Change entity type in Systems Release

Hi @AnthonyD100

 

The Return Properties button is along the top toolbar in the far right hand column. 

 

I've attached a snip of the icon - hope that is helpful.

 

Cheers,

Vanessa
Practice Solutions
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Return Properties button.JPG
Contributing Cover User AnthonyD100
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Re: Change entity type in Systems Release

Are you talking about MAS or SQL Tax?

 

The client reports (financial statements) in MAS are set as a company but need it to be set as a superfund 

 

Can you please give more detail (e.g. step by step)

MYOB Moderator MattN
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Re: Change entity type in Systems Release

Hi @AnthonyD100

 

To change the Entity Type in MAS, please see the following Knowledge Base Article:

 

KB 27187 : How do I change the Entity Type in MAS?

 


cheers,

Matt
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Contributing Cover User AnthonyD100
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Re: Change entity type in Systems Release

I get an error when I click on the link

 

Can you please provide me with the details via email

 

 

MYOB Moderator MattN
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Re: Change entity type in Systems Release

Hi @AnthonyD100

 

The Knowledge Base information is only available to clients with an active support agreement for the relevant product.  This particualr knowledgebase article is available for clients with MAS.

 

Depending on what account you are currently logged into my.MYOB, that will determine what articles you have access to.

 

The email address you are logging into the forum as - is this a work or a personal email address?  you need to log into my.MYOB as a user in an account that has access to these products to see the article. Check with other users in your practice to see who has acces to the link (you can copy and paste the link, and that will prompt a login, if the user is not already logged into my.MYOB)


cheers,

Matt
Practice Solutions Product Specialist
MYOB Australia Pty Ltd
Contributing Cover User AnthonyD100
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Re: Change entity type in Systems Release

Its a work email

 

I don't want to sound rude but it can't be that hard to change an entity type 

 

Can you not just tell me how to do it?

 

It should be pretty easy and it seems stupid to go to everyone in the office to see who can open the link 

Trusted Partner JamesD
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Re: Change entity type in Systems Release

I cannot see the link either - is it moved perhaps?

 

When I went to search through the Knowledge Base, it seems to an incorrect link as well now - has the KB moved?

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