In this article
This guide supports your transition from Tax in MYOB Accountants Enterprise (AE) or Accountants Office (AO) to the cloud-based Tax in MYOB Practice Compliance, and answers key questions to help you move confidently.
Whether you’re new to preparing and lodging tax returns in Practice Compliance, or have used it previously, rest assured the online experience reduces rework today, and sets up the foundations for your compliance workflows tomorrow.
1: Tax in MYOB Practice Compliance
At-a-glance: Tax in MYOB AE/AO tax vs Tax in MYOB Practice Compliance
Feature | Tax in MYOB AE/AO | Tax in MYOB Practice Compliance |
Handle tax needs for every client seamlessly | Yes | Yes |
Submit returns directly online through the ATO | Yes | Yes |
Integrated digital signing | Yes | Yes |
Speed up processes with pre-filled returns and statements | Yes | Yes |
Track work progress and manage tasks with built-in workflow tools | Yes | Yes |
2: Set up Tax in MYOB Practice Compliance
Now that you’re ready to begin using Tax in MYOB Practice Compliance, there are a few technical setup steps you need to make before you get started.
This guide is the clear path for you to follow.
Your steps to get started:
To access Tax, make sure you’ve completed the quick setup steps. This takes a few minutes and there’s a simple overview below, with video walkthroughs to follow.
1. Install the latest version of Tax
Go to my.myob then download and install the latest version of Tax in MYOB AE/AO Tax from the Downloads page.
2. Activate MYOB Practice Compliance
Firstly, check if the activation has already been completed, click the cloud icon.
If MYOB Practice Compliance opens in a browser, the activation is already done. If not, the system will guide you through the necessary step.
In MYOB AE/AO select Maintenance Map > Maintenance > Online.
Click the Activate on the Go button > Yes to continue.
You can activate this at any time.
Once active, to access MYOB Practice Compliance , use the cloud icon in Tax in MYOB AE/AO or go to a new browser, enter partner.myob.com and login with your my.myob credentials.
3. Sync your contacts
To start working in MYOB Practice Compliance, sync your client contacts from MYOB AE/AO. We’ve made this easy for you with our contact migration sync feature. You can activate this at any time, and it will work in the background.
Help article: Syncing your contacts
Step 4. Give your team permission to move returns online
Set up your task permissions in MYOB AE/AO to allow team to prepare and lodge your tax returns online and undo any tax returns rolled online by mistake.
Help article: Setting up task permissions
Step 5. Set up your Tax agent
Set up your Tax agent in MYOB Practice Compliance to start lodging tax returns online.
Help article: Adding a tax agent or a BAS agent in ATO agent settings
Step 6. Give your team online tax permissions
In MYOB Practice Compliance, all users can access the Compliance page, but you'll need permission to approve and unlock returns, and to lodge returns.
If you have applied Team Security to restrict access to clients in AE or AO, this security will flow through to clients in Tax in MYOB Practice Compliance.
Help article: Roles and permissions for tax-related tasks
Step 7. Set up client portals (Optional)
The portal in MYOB Practice Compliance is a secure online space to collaborate with your clients. You can share documents such as tax returns with your clients so they can digitally review and approve.
Follow these steps in MYOB Practice Compliance:
Set up your Practice Portal.
Create a Client Portal for each client individually.
Set up your Practice Portal
Before you can create portals and tasks for your clients, you'll need to do a one-time setup for your practice.
Set up your client portals
Once you’ve set up your practice portal, you’ll need to set up a portal for each of your clients individually. Either do this on behalf of your practice or train your team members to do this on behalf of their clients.
Help articles:
Step 8. Move your tax return online
With the setup complete, your practice can now move tax returns from Tax in MYOB AE/AO, to Tax in MYOB Practice Compliance.
When you move a tax return online, we'll roll over your client's data from the previous period tax return to save you time on data entry.
And as you start preparing the tax return online, the tax return progress status will update in Tax in MYOB AE/AO.
3: Prepare your first return in Tax in MYOB Practice Compliance and further learning
Now that you’ve done your technical setup, you can start to prepare and lodge your tax returns in Tax in Practice Compliance.
You can begin to prepare and lodge a return online in less than 30 * seconds and only three steps:
Select Client/Return in AE/AO desktop
Double-Click and choose "Move this return Online"
Click the 'Open Return' button to launch Tax in MYOB Practice Compliance.
For more information on how to move a tax return online, watch the demo here.
*On average, it takes 30 seconds to migrate a return online. Most are completed within 50 seconds.
Data that rolls over from Tax in MYOB AE/AO to Tax in MYOB Practice Compliance:
When you move your tax returns from MYOB AE/AO to Tax in MYOB Practice Compliance, key data will automatically roll over to save you time.
This includes client and agent details, depreciating assets, rental properties and more.
Find a detailed list of exactly what rolls over for each return.
For a complete list of all the workpapers and schedules available online, see more information here.
Your turn to put this into Practice:
You don’t need to retrain; the layout and flow will feel familiar so why not:
Try it on your next return: Pick a return for this tax year, roll it over, and you’ll be prompted to lodge it through Practice Compliance.
The data is automatically sent across, the steps will feel familiar, and you’ll see how progress updates and validations reduce rework straight away.
Run both systems side by side: Continue using Tax in AE/AO while you get comfortable online. Many practices start with basic individual returns before moving to more complex returns.
Self guided learning
We’ve got you and your team covered. Whether you’re after a refresher or a full walkthrough before you get started.
We have a few ways for you to learn:
Self-guided MYOB Academy Learning Path
We’ve created a learning path that will get you and your team up and running with Tax in MYOB Practice Compliance. You and your team can work independently and at your own pace.
Make sure to set a date of completion though!
MYOB Academy: Getting started with Tax in MYOB Practice Compliance
Duration: 45 minutes
YouTube Playlist
We’ve also created a YouTube playlist of videos, which you can use as a refresher or as a guide to get set up.
4: Implement and monitor
You’re on your way to preparing and lodging tax returns via Tax in MYOB Practice Compliance
Remember it doesn’t end here.
Depending on the size of your practice you may want to implement Tax in MYOB Practice Compliance in smaller groups or teams. That way it will be easier to gather feedback, test and learn before switching the entire practice.
If you’re part of a team encourage feedback and consider any additional resources, training or changes that may be needed.
And remember to keep up to date with the latest changes with what's new in Practice Compliance.