Workpapers for individual / client without software

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Workpapers for individual / client without software

How do I create electronic workpapers for an 'individual' client? In client configuration all the products require me to select a type of file but this is an individual which would have prefill and receipts? So can workpapers only be created if the client has some sort of software? what if they use a paper cashbook?

Thanks!

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Re: Workpapers for individual / client without software

Hi @emma91

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge. If you do have enquires don't hesitate to post them so the MYOB Community can assist.

So we can investigate further for you would you mind confirming what MYOB software you are using?

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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Re: Workpapers for individual / client without software

Just started using MYOB AE

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Re: Workpapers for individual / client without software

Hi @emma91

 

Thanks for the info.

 

WorkPapers is not really designed for "day-to-day" book-keeping.  It's designed for review, verfiication and substantiating balances from an underlying Ledger (such as AccountRight, Essentials etc)

 

It's best to process Ledgers in a product such as AccountRight so that you can then link these values to Workpapers for review.

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
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Re: Workpapers for individual / client without software

Its just I've come from using another electronic workpapers software and so if a client has a business which they have myob and we use workpapers for, then I want to do their individual tax return using electronic workpapers too for their prefill, rental property etc which they just have paperstatements for and not a software program as it is not necessary, I cannot use electronic workpapers? See previously we could set up a workpaper project for any entity and attach the workpapers into the system to reference. So for any individual I will still have to use a  paper file? It just seems silly to me but I guess MYOB will only support themselves.

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Re: Workpapers for individual / client without software

Hi Emma,

 

2 options:

1) if you already have the Workpaper for the business, then into WorkPapers you can link in a copy of the individual return and associated documents as 'non account specific' workpapers.  In this way the reviewer is approving the whole job

 

2) you can have a workpaper for a non accounting job (ie tax returns or consulting jobs).  To create you just link to a 'dummy' MAS/AO/Account ledger which will have no entries.  Might be worth a trial and see if will work for you.

 

There are a couple of really good training videos on WorkPapers via www.myob.com.au/ttt as well.

 

Hope this helps.

 

Regards,

 

Ned Appleton
Client Manager

MYOB Australia Pty Ltd
E ned.appleton@myob.com  |   M  0407 121 213

Ned Appleton

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