Myob AE Trust Tax Return - delete beneficiary
Looking to tidy up and remove old beneficiaries in trust tax return in AE. Getting error "This schedule is linked to a beneficiary details (g) worksheet. You must remove beneficiary details schedule no. 01 before deleting this schedule" Unable to locate this schedule. Also tried clearing every field but this is not clearing the record. Any assistance in how to remove a beneficiary from 2024 trust tax return would be appreciated.
MYOB AO (AUS) moving from own server to cloud
We are considering moving our Myob Ao software currently hosted in our own server to the cloud. Does anyone has any comments, pros and cons? I have read Myob articles in their knowledge base section and would be interested in your experience in transitioning to the cloud. We are licensed for 3 users. Thanks.
CMN.ATO.GEN.XBRL03 & CMN.ATO.GEN.XBRL04 Individual Tax Return 2024
Does anyone know the magic hack to fix these ATO rejections in an individual tax return. Ive read back through other posts and tried the suggestions but nothing helps me. Errors Code: CMN.ATO.GEN.XBRL03 Fields: Summary: A field contains invalid data (such as letters in numeric or date field). Details: The value specified for an item does not match the item type (value = "1 return was lodged", item type = null, uniqueID = ) Code: CMN.ATO.GEN.XBRL04 Fields: Summary: A mandatory field has not been completed. Details: No value is assigned to an item.
Activity Statement - New Process (feature request)
Can MYOB please add some additional functionality to the Tax/Compliance area. Family Group is a useful sort method, then by client name. Does anyone review that list in full alphabetical list? Also, what is the recommended way to filter by period so that you can see (for example) Activity Statements for Q2 of a financial year. Under current set up, you can only filter by whole financial years.
Start your chat from MYOB Practice
Have questions? We're just a chat away! Our Live Chat feature is now available for Practice customers Open MYOB Practice, click the help icon (?) in the left menu bar and selectLive chatfrom the menu. Check out the article Practice live chat (myob.com) for more informationUnit Trust Validation Error
Hello, trying to validate a 2024 unit trust tax return and it's bringing up a validation error TRT 433088 Type of trust must be a deceased estate - Code 059. It is not a deceased trust and all labels describing trust type (U), tax payable (N) and beneficiary codes (35) are correct, with none indicating a deceased estate is involved
