Moved Office

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Experienced Cover User melissapgp
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Moved Office

Hi MYOB Community,

 

We have recently moved office locations and our postal address has changed. Has anyone dealt with changing client's postal address's on the Tax Agent Portal in bulk? The Tax Agent portal said we could request a report through MYOB with our client's postal adresses? (some clients activity statements are posted directly to them so we don't want to change thoes addresses). We can't find any ELS report requests for a list of client addreses. Has anyone dealt with bulk postal address changes? Any advice?

 

- We want to change every clients Income Tax postal adDress

- We to change some clients Activity statement postal adress (hoping to locate a report with current addresses so we know which clients to change)

- We want to change every clients FBT postal adress

 

Please HELP!!

 

 

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MYOB Moderator MattN
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Re: Moved Office

Hi @melissapgp

 

Thanks for your post, and welcome to the MYOB Community - we hope you find it a great resource!

 

Let me apologise for the length of this reply - want to try and cover this off with as much detail as possible.  I will answer this in a few sections, so bare with me.

 

Firstly, make sure you have updated your "Agent" and "Practice" address details in Utilities > Control Record and any Agents in Maintenance > Agents.

 

 

1.  Returns that you have not already prepared, or lodged

In this scenario, any new returns you create will include the new address is listed in the above Control Record, or Agent record (when you select to use the Practice Address as the postal, instead of the client's address.

 

As always, if you want the postal address for a particular return to be the clients, simply click the "Use client address" and select Y.

 

2.  Returns that have already been lodged with the ATO, and you have received the NOA/Refunds etc

For returns that have already been lodged, and the NOA's or other notices have already been sent by the ATO, then there is nothing to do - unless you are expecting more correspondence in relation to this form.

 

In this case, you wil need to submit a CU form to update the postal address with the ATO for that client - or alternatively, use the ATO portal to make the change.

 

3.  Returns you have lodged, but have not yet received any notices from the ATO for

In this case, there is nothing you can really do - the address the ATO will send the correspondance to is the Postal address that was submitted with the return.  You could attempt to lodge a CU form, but based on when the form is processed by the ATO, and when they receive the CU, or when the post is despatched, it can be difficult to manage.

 

This is where Australia Post's Mail Redirection comes in.

 

Hope this helps to clear things up a bit.

 

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
Contributing User sogaard
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Re: Moved Office

decided your problem? just want to know what to advise you to do if the problem persists.
Experienced Cover User melissapgp
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Re: Moved Office

Thank you for your detailed reply, much appreciated.

 

We ended up pestering the ATO for a few weeks and they ended up doing a bulk address change for us. Took awhile to find the right person.

 

We really needed a bulk address change. There are Div7a's, Incorrect Income letters and so much more that come in the mail and we couldn't wait until we completed clients NOA's. With over 1,400 tax clients we couldn't complete individual CU forms either, would just take too long.

 

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