It is now time to move your tax online and start using Tax in Practice Compliance.
Why use Tax in Practice Compliance?
Easy to use: Modern, clean design and is quick to learn. Works for any size team, with no limit on the number of tax returns.
Work anywhere, anytime: Use from any device that has an internet connection—no need to be on the office network to connect.
No extra cost: Tax in Practice Compliance is included in your existing AE/AO subscription. MYOB reserves the right to vary the fee in the future with reasonable notice as specified in the Practice Compliance terms and conditions.
Instant update and new features: Updates and bug fixes happen automatically.
Continuous improvement: New features are added often. You can keep using AE/AO or both platforms as you like
Your data is safe: All servers that store the data are located in Australia. Our data storage & privacy procedures for Practice Compliance, conform to the current AU Privacy Act. We are compliant with APES 305 Terms of Engagement.
We're ISO 27001 certified, which is an internationally recognised standard on how to manage information security. We've undergone an independent audit to achieve this certification, ensuring the security of our customers' data.Client Accounting in MYOB Practice Compliance: We’re in the Early Access Program. Let us know if you’re interested in joining.
Workflows in Practice Compliance
Completing and lodging tax returns is similar to what you're already doing in MYOB AE/AO Tax, but we've reimagined some workflows.
Adding more statuses to tax returns: There are more statuses for a tax return; the review and approval process is now visible, so you can track the progress of tax returns.
Improved return rejection handling: Click the rejection error in the return to take you to the field affected. You no longer need to figure out the ATO rejection message. Also, use the navigation pane to find the errors in the return or the schedule/worksheet
Integrating with client portal and digital signatures: The client portal is built in, allowing you to send multiple documents along with the tax returns directly to clients from within the workflow, collect digital signatures, and easily collaborate online.
Linking documents for your client: Easily link a copy of your client's documents so you can access them from within the tax return.
ATO prefill within the tax return: Use the ATO prefill from within the tax return and access the prefill document without having to leave the window.
Lodging different return types: You can lodge most return types (excluding SMSF returns), and some you should continue to prepare in AE/AO. You can read all about it here.
Ready to make the move?
Good news—most tax return types you use in AE/AO are already available in Practice Compliance, and we’re continually adding even more features to make your online experience better and more efficient.
Check our help page to decide which return types or workflows are best suited for Practice Compliance.
Start using Tax in Practice Compliance
You don’t need to download anything extra. If you use tax in AE or AO, just follow a few quick setup steps to get started.
Your AE/AO is on the latest version, so all features are enabled.
The AE/AO integration type is PMPlus.
Add the tax agent in Practice Compliance so you're ready to lodge.
Choose a client that is best suited. See this help page for more information.
Move your first return from AE/AO to Practice Compliance for your existing customers to roll over prior year data. For new customers, create a new tax return in Practice Compliance.
Your questions answered
If I use the online tax software, does that mean I won’t be able to use AE or AO for tax?
You can choose to use MYOB Practice Compliance or AE/AO for tax work, giving you flexibility in how you prepare and lodge returns. As you get used to the new software, it’s easy to shift more of your work online, while smoothly introducing new ways of working with Practice Compliance.What will I see in MYOB AE/AO once I move a return online?
We'll list the tax returns that have been moved online (with a little cloud icon in the column beside each tax return) so you can access all your clients' returns in one place.
If we start a return in AE/AO, but want to use the online version, can you convert to online once the desktop has been started?
You can't convert a return to online. You'll need to delete the return in AE/AO and move it to Practice Compliance. We will also roll over some fields.Where do I enter the new client details, and what about clients who are no longer with the practice?
You still need to use MYOB AE/AO to maintain your client's details, such as adding a new client, editing their details. If you've closed a client in AE/AO, their details will not show in Practice Compliance.Are the returns compliant with the TPB Code of Conduct?
Yes, the returns available in Practice Compliance are compliant with TPB and the software is registered with the ATO.Can I do the same tax return workflows from AE/AO in Practice Compliance?
We recommend certain client types for whom you can start using Practice Compliance. Check our help page to decide the best-suited clients to move online.
We're focusing on making the tax return preparation efficient and helping manage your practice's lodgement program.
Need help?
We're here to make your transition to Practice Compliance smooth and straightforward.
Discover step-by-step guidance, practical tips, and all the answers you need to start using tax online.—so you and your team feel supported every step of the way.
Onboarding guide - This guide helps you get set up with Tax.
MYOB Academy - Learn how to prepare and lodge tax returns in Tax. Complete our learning path in MYOB Academy.
YouTube videos - Check out our YouTube playlist
Help pages - If you're looking for detailed instructions, you can read through our help pages as needed.