Client List on PLS

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Experienced Partner JPH
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JPH
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Client List on PLS

How do I request a client list using PLS?  We don't lodge via ELS anymore. What is the process?

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MYOB Staff Post ilmar
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ilmar
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Re: Client List on PLS

Hi @JPH

 

At this stage Client Lists are still requested and received through ELS. The process to do this can be found via the following article, KB0018183 - Importing the ATO Client List report.

 

Client list reports will be implemented into PLS in a future release,


Cheers,

Ilmar
AU Tax Support
MYOB Australia Pty Ltd
GeorgieGirl
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GeorgieGirl

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Re: Client List on PLS

Hi

 

Now that we have swithced to PLS how do we request and Receive a client list. I am unable to go so under agent reports.

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