Development possibility for AE PM & Tax ?

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Experienced Partner
21 Posts
Experienced Partner
Experienced Partner




Development possibility for AE PM & Tax ?

We've just upgraded to Tax 2015 from the beta - and had the complete "all in one" package of upgrades - went with out a hitch. Well done.


When a client is closed in AE PM would it be possible (or is it possible) for AE PM to put a tick into the "Exclude from Rollover" box in the Return Properties - PAYG/Lodge tab - it is often overlooked by my team - obviously if we are closing the client we do not contemplate doing their return in the next year. Similarly, if the client is re-opened in AEPM the tick could be removed. This will help keep my database to a manageable size.


I have previously seen in the instructions that the tax returns will not be rollover if they are not "completed" in the last year - I have found that actually all returns (front covers anyway) rollover unless we delete the blank return or activate the "exclude" tick box -no matter what stage the previous year is in. As a result we have over 10,000 front covers a year rolling forward - we only have around 6,000 active clients. There was no option to exclude them with this years upgrade as the software took care of it.

MYOB Moderator
742 Posts
MYOB Moderator
MYOB Moderator




Re: Development possibility for AE PM & Tax ?

Hi @John17D


Thanks for your suggestion - I will submit it through to Product Development for you as an enhancement request.


The following KB's have some info about the Year End Processes to help manage your return list.


KB 36384: How do I list my closed clients that have a 2014 return and flag them to be excluded from ...(Video included)
KB 29489: How do I exclude returns from rollover? (Video included)


Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd

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