Clients Tax returns

Partner Taniac
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Partner
Australia
Taniac
Partner

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Clients Tax returns

With AO Tax, is the simple way to be able to see which tax clients have not yet lodged for a particular year.

1 REPLY
MYOB Staff Post ilmar
10 Posts
MYOB Staff Post
Australia
ilmar
MYOB Staff Post

10Posts

7Kudos

3Solutions

Re: Clients Tax returns

Hi @Taniac,

 

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

 

There are a couple of ways to list which clients are not yet lodged for a particular year,

 

1. Tax client search list in AO
2. Complete/ not lodged report

 

The first option above is available through the calculator icon (Tax) in AO (see below),

 

taxclientsearch.JPG

 

 

For this example the 2017 tax year is selected which will list all returns for the 2017 tax year, however you can filter the list under the status column to either 'in progress' or 'not started'. The returns then listed can then be exported to excel (highlighted icon under tasks on left hand panel) if you require to adjust the list more.


The second option is a MYOB generated default report which is accessible through AO Reports, for this example we will use Tax2017 Tax reports only (see below),

 

AOreports.JPG

 

Select the Reports icon highlighted above and it will take you to the screen where you can select the relevant year for the default tax reports.

 

You will also be able to create new/customise existing reports in this section to suit your requirements.


Cheers,

Ilmar
AU Tax Support
MYOB Australia Pty Ltd
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