AE Tax

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Sharon75
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AE Tax

A client's ITR has been setup as a company instead of a partnership.  How do I change it?  Have looked in Properties and ITR type Company is greyed out and cannot be changed.

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MYOB Staff Post ilmar
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Re: AE Tax

Hi @Sharon75,

 

Welcome to the MYOB community forum, we hope you find it a useful resource!

 

There are a couple of ways to change the return/form type and will depend on what type of integration AE Tax uses for the practice, however based on our records the integration used in your practice is series 6/8.

 

I recommend you try follow the knowledge base article 23984 - How do I change a return type in Accountants Enterprise Practice Manager when running Compli... - which will explain to you in detail how to change the return type through the attributes section in contacts profile for the client.

 

If there are any issues I suggest giving our support team a call on 1300 555 666 where we can step you through the process,


Cheers,

Ilmar
AU Tax Support
MYOB Australia Pty Ltd
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