Changing PTS filer to IR3 in AO tax management

Batsman
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New Zealand
Batsman
Cover User

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Changing PTS filer to IR3 in AO tax management

I have changed the filing status from PTS to IR3 in AO database & refreshed but it doesnt change in tax management (in classic)

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MYOB Staff Post kaybonzon
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MYOB Staff Post
New Zealand
kaybonzon
MYOB Staff Post

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Re: Changing PTS filer to IR3 in AO tax management

First check that it has updated in AO Classic Clients module > Tax tab > Return Type field (this should now show as IR3), if so the Tax return may have been previously opened and retained the PTS return type.  

To update Return Type within the Tax return:
1. Open Return Preparation for the applicable client.

2. Once Tax return is open, select Taxation > Change IRD type. The Change IRD Type window opens.

3. Change to IR3 using the Change to: field.

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