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Tax return data that rolls over from AE/AO to MYOB Practice

When you move a tax return from MYOB AE/AO to MYOB Practice, some data gets rolled over to help you get started with completing the return.

Individual

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Data from Contacts information

  • Name

  • Date of birth

  • Addresses

  • TFN/ABN

  • Agent Name

  • Contact Name

  • Agent ABN

  • Agent Number

Data rolled over when moving returns from MYOB AE/AO to MYOB Practice

  • Rental property

  • Motor vehicle expenses

  • P2 Description of main business activity

  • P3 Number of business activities

  • P5 Business name of main business and ABN

  • P6 Business address of main business

  • Depreciation worksheet rolls over into Assets

Data rolled over from the previous year's return in MYOB Practice

Assets

Multi property rental schedule

  • Name Of Property

  • Address Line1

  • Address Line2

  • Suburb/Town

  • State

  • Postcode

  • Ownership Percentage

  • Date property first earned rental income

Losses

  • Primary production losses carried forward from earlier income years

  • Non-primary production losses carried forward from earlier income years

Business and professional items

  • P2 Industry Code:

    • Description of main business

  • P5 Business name of main business and ABN

  • P6 Business address of main business

    • AddressLine1

    • AddressLine2

    • SuburbTown

    • State

    • Postcode

Work related self education expenses workpaper

  • Self Education reason

  • Category A expense descriptions

  • Category B expense descriptions

  • Category C expense descriptions

Motor vehicle expenses workpaper

  • Make model

  • Date of purchase

  • Year purchased

  • Registration number

Company

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Data from Contacts information

  • Organisation name

  • TFN/ABN

  • Postal address

  • Phone number

  • Business address

  • Contact Name

  • Agent details

    • Agent Name

    • ABN

    • Agent Number

    • Postal address

    • Phone number

    • BSB

    • Account number

    • Name

Data rolled over from the previous year's return in MYOB Practice

Front cover

  • Item 1 Ultimate holding company name and ABN or Country Code

  • Item 1 Immediate holding company name and ABN

  • Item 3 Status of company

Public officer details

  • Family name

  • Given name

  • Telephone area code

  • Telephone number

Losses schedule

  • Label U: Tax losses carried forward to later income years

Interest and Dividend schedule

  • Individual name

  • Non-individual investor name

  • Address

  • TFN

  • ABN

  • Date of birth

Franking account worksheet

  • The Balance amount will rollover if the Closing Balance is not negative.

Payment summary schedule

  • Payer's name

  • Payer trading name

  • ABN

  • WPN

Dividend received worksheet

  • Company name

  • Dividend deduction description

Interest received worksheet

  • Financial institution name

  • Account number

  • Interest deductions description

Trust

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Data from Contacts information

  • TFN

  • Name of Trust

  • ABN

  • Current postal address

  • Electronic funds transfer (EFT)

  • Tax agent details

Data rolled over when moving returns from MYOB AE/AO to MYOB Practice

Front cover

  • Full name of the trustee to whom notices should be sent – Individual Name

  • Full name of the trustee to whom notices should be sent – Non-individual Name

  • Full name of the trustee to whom notices should be sent – ABN

  • Contact phone number

  • Item G2 - CBC Reporting entity

  • Family trust election status – income year specified of the election

  • Interposed entity election status – earliest income year specified

  • Is the trust a charity

  • If the trust is a managed investment trust, has the trustee made an election into capital account treatment?

  • Significant global entity

Business items

  • Item 37 Business name of main business

  • Item 38 Business address of main business

  • Item 39 Opening stock

Non-individual PAYG payment summary schedule

  • Trading name

  • Individual names

  • Payers ABN

Rental schedule (Property details)

  • Street name Line 1 and 2

  • Suburb

  • State

  • Post code

  • Acquired date

  • Acquired amount

  • Date property first earned rental income

Losses schedule (Part A Losses carried forward to later income year

  • Part A 1 - Tax losses carried forward to later income years

  • Part A 2 - Net capital losses carried forward to later income years

Dividend received worksheet

  • Company name

Interest received worksheet

  • Financial institution name

  • Account number

  • Interest deductions description

Some fields do not rollover, and we're working on it.

  • Tick

    Type of trust

  • Tick

    The Description of main business activity is incorrect populating the industry code

  • Tick

    Opening stock.

  • Tick

    Title and suffix

Partnership

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Data from Contacts information

  • TFN

  • Name of Partnership

  • ABN

  • Current postal address

  • Electronic funds transfer (EFT)

  • Tax agent details

Data rolled over when moving returns from MYOB AE/AO to MYOB Practice

Front cover

  • Full name of the trustee to whom notices should be sent – Individual Name

  • Full name of the trustee to whom notices should be sent – Non- Individual Name

  • Full name of the trustee to whom notices should be sent – ABN

  • Contact phone number

  • Interposed entity election status – earliest income year specified

  • Description of the main business activity

  • Industry code

  • Consolidation status

  • Significant global entity

  • Item G2 - CBC Reporting entity

Business items

  • Business name of main business

  • Business address of main business

  • Opening stock

Rental schedule (Property details)

  • Street name Line 1 and 2

  • Suburb

  • State

  • Post code

  • Acquired date

  • Acquired amount

  • Date property first earned rental income

Dividend received worksheet

  • Company name

Interest received worksheet

  • Financial institution name

  • Account number

  • Interest deductions description

Non-individual PAYG payment summary schedule

  • Trading name

  • Individual names

  • Payers ABN