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Setting up and getting started with MYOB Practice Compliance

Before you start working in Practice Compliance, you need to complete some setup tasks. This page gives you all the information you need to get up and running and learn all the things you can do in Practice Compliance.

Accessing Practice Compliance

  • directly from your browser by visiting partner.myob.com.

  • by clicking the cloud on the toolbar of your MYOB AE/AO desktop software.

Before using Practice Compliance, these are some of the important setup tasks you need to complete.

Connect your contacts from AE/AO to Practice Compliance

  • Contacts sync enables the connection between AE/AO and Practice Compliance. Any changes made in AE/AO will automatically sync to MYOB Practice Compliance. Make sure Contact Sync is enabled and working.

Give permission for Practice Compliance users

  • Give permissions for users on what tasks they can do in Practice Compliance. This will let you restrict some actions that users can perform. Learn how to assign Roles and permissions

Start using tax returns

To start lodging/filing tax returns, there are certain tasks you need to do.

Set up lodgement/filing settings

When you are ready to lodge/file a tax return, make sure the connection to ATO/IR is approved.

Other tools for collaborating in Practice Compliance

Portals

  • Portals let you share documents securely and keep your clients up-to-date. Learn all about Portal.

Tasks

  • Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal. Learn all about Tasks.

Documents

  • Storing documents in Practice Compliance is a powerful way to keep important client documents together and accessible from anywhere. Learn how to manage Documents

Client files

  • The Client files pages give you an overview of the status of client files and lets you launch into more details, and create new files. Learn how to view your Client files.

Need more help?

  • Take our free online courses.

  • In Practice Compliance, click the Help button (?) in the left menu bar, select Log a support case and complete the Support request form.