As a Practice administrator in MYOB Practice, you can assign permissions to manage which users perform some tax-related tasks including lodging, unlocking and approving tax returns.
First you enable the tax permissions you want to use, then you assign the permission to a user.
Tax permissions
These are the permissions available to you to restrict tax-related tasks:
Compliance Administration – Lets you choose users that can lodge tax returns.
Compliance Approval – Lets you choose users that can unlock and approve tax returns.
Unless your practice has enabled the restricted permissions for those tax-related tasks, all users will have permission to do these tasks.
A Practice administrator can also perform all the tasks covered by these permissions. Learn about other permissions not related specifically to tax.
Enable permissions
Enabling restricted roles for tax tasks
As a Practice administrator, you can turn on restricted permissions for tax-related tasks. Only the users you give roles to will be able to complete the tasks. Before assigning a role to the user, you must turn on the restrictions.
On the left of MYOB Practice, select Settings (the cog).
Under Access management, select Permissions.
Select the permission and, in the panel on the right, click Edit permission.
Select Restricted role.
Click Save.
After you've turned on both permission restrictions, all users except Practice administrators will be restricted from lodging, unlocking and approving returns.
You can turn off these restrictions at any time. If you turn them off, all users will be able to lodge, unlock and approve tax returns.
Assign permissions to users
For details, follow the steps for assigning permissions to users.