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This page lists improvements made to MYOB Practice in previous years.
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For improvements made to MYOB Practice in the current year, see What's new in MYOB Practice.
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For tax issues, see also the known issues page.
If you can't find one of these features or enhancements in MYOB Practice, clear your browser's cache and refresh the MYOB Practice tab. If you still can't see it, your practice may not have access to that feature.
2023 improvements
In-product help
MYOB Practice in-product help is here!
Learn about the workflows by watching a video, reading our Help pages, or taking a quick tour without having to leave the product.
You'll see this banner on the following pages in MYOB Practice
Transaction Processing
Contacts
Portals
Use the toggle button (up arrow) on the top right of the panel to close the window if you no longer need it.
Partner Hub improvements
To find the Partner Hub, select Practice (the stack of three squares) on the left side of MYOB Practice.
6 December
Reward preferences in Partner Hub
You now view and edit your reward preferences from Partner Hub instead of through my.myob. This lets you control more in one location, from MYOB Practice.
23 February
Improvements to finding your way around the Partner Hub
We've added a new navigation bar to the top of the Partner Hub, so that you can easily find everything you need to know about the Partner Program and your team activity.
Contacts and other improvements
4 October
Import contacts in bulk
Quickly add multiple contacts by downloading a CSV template, entering their details, and import the CSV into MYOB Practice. Learn more about importing in bulk.
26 September
Link a client file to multiple practices
When a client invites you to work on a file, accepting their invitation takes you to a new page where you can select which practice or practices you want to link to the file.
11 May
Find clients that staff are working on
In the Contacts list, you can now filter to see the clients that staff are working on.If you’re using MYOB Practice and not AE/AO, you can now also assign the staff to clients in MYOB Practice.
If you use AE/AO with MYOB Practice, you can still assign staff in AE/AO that will appear in MYOB Practice.
Learn more about assigning staff to clients.
8 February
A better look and feel
We’ve improved the visuals in MYOB Practice. You may notice a difference in the colours, buttons and other areas. These changes improve accessibility, making MYOB Practice easier to read and work with.This just changes the way things look; you don’t have to learn anything new and the way you work won’t change.
Tax improvements
15 December
New navigation menus
We've changed some of the menu items in the top navigation bar as part of our new and improved experience. There are no changes to the functionality of the software, just a fresh new name.
Contacts is now called Clients with a submenu of Client list and Portal list.
Transaction processing is now called Client files with submenus for Online files and Desktop files.
Compliance is now called Tax and has a drop-down for Compliance list, Tax notices and Data reconciliation.
11 December
Improved tax return navigation experience
The navigation panel is moved from the right of the page to the left.
The navigation panel will highlight which section and subsection you're in to help you quickly scan the list of sections and see where you’re located.
Each section of the navigation panel has its own scroll bar, instead of the one scroll bar for the whole panel. When you scroll one section, the other sections will no longer be scrolled out of view.
The Tax workpapers & schedules and IR attachments sections in the navigation bar are renamed and combined into an Attachments and schedules section and divided into subsections for each of these types of attachments.
You may notice some other changes to the navigation bar order to create a consistent experience.
When you scroll through a tax return, the section header will remain at the
top of the page so that you always know which section you’re in.When you open a tax return, the Contacts side menu will be hidden to let you focus on the tax return. You can always show the side menu again by clicking Open side menu (the > greater than symbol) or by pressing the square bracket ([) keyboard shortcut.
16 November
Transfers out are easier to work with
When you add transfers out to a tax return, they'll be shown in the tax statement separately to the Payments and transfers section.Easily identify attachments, workpapers and schedules
You'll see a unique identifier beneath the name of the attachment, workpaper or schedule on the panel next to the return if there are multiple attachments, etc. of the same type:
An IR833 will show address line 1.
The Business income statement will show the type of business.
The Rental income statement will show the full address.
19 October
Easily know when a tax notice has sent
When you send a tax notice to your client, you'll see a new Sending status in the opened tax notice and the list of all notices. You'll also see a message explaining that the email is queued to send and that sending can take up to 30 minutes.
When sending completes, the status changes to Sent.
If you can't see the Sending status, try clearing your browser's cache.
4 October
More ways to add comments to tax returns
In September we introduced the ability to add comments to the Compliance list page.
Now you can also add comments when you open an individual tax return from the Compliance list page. You can add and view the comment from the Data reconciliation, Tax return or Documents sub tabs.
Comments are synced between an opened tax return and the Compliance list views.
Learn more about adding comment.
27 September
Make notes about tax returns and share your thoughts with your colleagues
You can add comments to tax returns to track and share information with other users in your practice. Learn more about adding comments.
31 August
Improvements to working with workpapers and schedules
When you enter data in a workpaper or schedule and the changes are automatically saved, you'll see a message saying "Autosaved. Close browser tab when done." This helps you know that it's safe to navigate away from the page without losing data.
Your browser tab title shows the name of the workpaper or schedule that's opened, along with initials to help identify the client or contact (for example, AR). This makes it easier to switch between tabs without gettings lost when you have multiple MYOB Practice tabs open. Previously, all MYOB Practice tabs had the same title.
The workpaper or schedule name will remain displayed at the top of the page if you scroll down the page. This makes it easier to remember which workpaper or schedule you're in if you switch to another tab or window and then return to the workpaper or schedule.
15 August
IR1261 Overseas income schedule filing requirements update
When filing an IR1261 Overseas income schedule with an IR3 individual tax return:
you'd get error 2370 if overseas income and overseas tax credits claimed were both nil
you couldn't claim tax credits and also file the IR1261 if the income was 0.00 or a loss.
However, there are some situations where you should be allowed to do these things. Inland revenue (IR) have updated their filing requirements, so we've removed error 2370 and made the Tax credits claimable amount editable in the Overseas income summary section of the schedule.
14 August
Updates to Transaction Data Service (TDS)
Inland Revenue (IR) have made changes to the TDS model. This changes the way that receiving your client's data works when the data is refreshed automatically or when you click Refresh IR data.
This new model improves the way that data is retrieved so that it can happen faster. There's nothing you need to do to enable this and there are no changes to your workflow.
We're releasing this update to different groups of customers over the coming weeks.
3 August
Improved tax return header
We've improved the header area at the top of tax returns. Most of the changes were made to display the information in a way that uses less space, so that you see more of the tax return by default. Here's what's changed:Replaced the big Data reconciliation, Tax return and Documents tiles with smaller tabs.
Open the Tax return tab by default.
Moved the status indicator (for example, In review) next to the tax return title.
Raised the position of the period a little higher.
On the right of the page, aligned the buttons and help link with the header.
The header will remain displayed when you scroll the page.
Example of the new header.
12 July
Quickly see the most relevant tax returns
The Compliance list Period filter defaults to the current financial year.
30 May
Tax return schedules are easier to read
We've removed the dollar symbol from all schedules to improve readability. Now only tax statement column headings display a dollar symbol.Pre-populated Portfolio investment entity (PIE) data
IR3NR, IR4, IR6 and IR7PIE income will now pre-populate into all tax returns if Inland Revenue holds a PIE certificate for the client, regardless of whether the income is a profit or loss. This means the PIE schedule will no longer roll over detail from a previous year.
PIE income can't be filed if the tax credits are negative, so you may need to remove any negative PIE for these return types.
12 May
More data in spreadsheet exports
The IRD number and other contacts information is included when you export compliance data to a spreadsheet.
2 April
Tax compliance for 2023 is here!
You've got all the latest updates you need for the new tax year, including:rolling over tax return and compliance settings data from the previous year
rate changes
residential property income
IR3 – Overseas income
IR3NR – Jurisdiction of tax residency
IR8 – Māori authorities
IR9 – Clubs or societies
other changes and resolved issues.
Learn more about all the details.
31 March
Manage your practice’s tax-related roles
You can now turn on and off tax-related roles for your practice. These roles let your practice decide which staff can approve, unlock and file tax returns. Previously, you needed to contact MYOB to enable these roles. Learn more about enabling tax roles
27 February
Student loan notices
Individuals only. NZ tax residents only.
The MYOB Practice Tax notices page now supports interim student loan notices in addition to the usual provisional tax notices. Having separate notices for student loans and provisional tax is helpful because the two types of notices may have different due dates. Interim student loan notices replace the need for voluntary adjustments in a provisional tax notice.
19 January
More Use of money interest (UOMI) calculation methods for terminal tax notices
You can automatically include the UOMI calculation from the tax return, or select a date range to use for calculating expected UOMI for returns. You may want to use these methods if UOMI from IR isn't available because the return isn't yet assessed.
Enhancements when adding a section (in a tax return)
We've made improvements when adding a section; you'll be able to add or delete sections as required. This will reduce any error 21 XML rejections from the IR that have been occurring due to a blank record.
2022 improvements
NZ tax
20 December
Use of money interest (UOMI) calculation for terminal tax notices
In addition to terminal tax notices including UOMI from Inland Revenue (IR) when a tax return is assessed, an extra calculated amount is now included by default. This amount covers the interest from the date IR has calculated interest up to the terminal tax payment due date.
You can override or exclude the UOMI amount. You can also select another date to use for the extra interest amount or exclude the extra interest amount.The UOMI calculation applies to all tax years. If you need to change terminal tax notices before the 2022 tax year, which have passed their due date, check and correct the calculation if necessary.
Use of money interest (UOMI) rates updated
We've updated the UOMI calculation in tax returns and tax notices to use Inland Revenue's (IR) latest interest rates. To learn more about the rates and the date that they come into effect, see the IR website.
Contacts
1 December
Group your clients and contacts
If you only use MYOB Practice, you can now group:individuals
companies
trusts
other organisations.
When you've created a group, you can search for members using their group name and navigate between them more easily. Each client and contact can belong to multiple groups. Learn more about groups.
If you use MYOB AE/AO, you’ll be able to see your family groups from the desktop software in MYOB Practice through contact sync.
November 2022
General
11 November
Less disruption and waiting, more productivity and efficiency!
MYOB Practice got a speed boost. We think you’ll notice improvements in a few different places, including tax rollover and upgrades completing within 10 to 20 seconds, and some key pages loading faster. Load times are halved in some cases, helping you stay in the flow while you work.
October 2022
Partner Hub
25 October
Added referrals and active files to Overview page
As part of our updates to the Partner Program, you can now earn points through referrals and active client files. The points you earn from referrals and active files are now visible in the Overview page of the Partner Hub. We've also improved the Activities summary area on the Overview page so that it's clearer to see the activities that earn you points and a summary of your practice's progress.
Contacts
25 October
Add and view salutations for your clients and contacts
If you only use MYOB Practice, you can now add salutations for your clients. Go to Contacts > Contact list and select a client by clicking anywhere in the client row to view their details on the same page. On the right side, you can edit the client and add their preferred name or title in the Salutation field.
If you use MYOB AE/AO, you’ll now see the salutation when you look at a client in your Contact list and in Client details.
NZ tax
24 October
Tax returns can be made Ready to file in bulk
You can change the status of multiple tax returns at the same time from Pending signature to Ready to file.
Filing in bulk was previously mostly useful if you used portal in MYOB Practice to automatically move returns to a Ready to file status. This change makes it easier to file tax returns in bulk if you’re not a portal user.
Learn more about updating the return status.
17 October
Calculate the use of money interest (UOMI) amount
IR3, IR3NR, IR4 and IR6 only, 2022 tax year onwards
Tax returns now include a UOMI calculator that you can use to work out the amount for you. You can change the calculation parameters to change how the UOMI amount is calculated, or completely override the calculation to enter your own manually calculated UOMI amount.
If you previously entered a manually calculated UOMI amount, you can still view it for your reference. But if you want to include the UOMI amount in the tax statement, you need to use the new UOMI calculator fields.
Learn more about entering data in a tax return.
4 October
Resolved issue with Compliance settings data failing to save
We've changed the requirements for compliance settings so that you only need to enter the current year. Learn more about the resolved issue.
September 2022
NZ tax
21 September
The Tax notices page spotlights the most urgent tax notices
The All clients view of the Tax notices page will be filtered to show the tax notices that are due next. This helps you see the most relevant upcoming tax notices straight away.
At the start of each month, the From date will be set to the 1st of the current month, and the To date will be set to the 15th of the next month (or the next closest working weekday). For example, on the 1/10/22 the tax notices are filtered to show those due between 1/10/22 to 15/11/22. Learn more about finding and filtering tax notices.
15 September
Add comments in the Data reconciliation All clients view
You can add comments to an entry in the All clients view of the Data reconciliation page. This can help you keep track of Data reconciliation work at a higher level than the individual transaction level. You could previously only add comments to transactions when you opened the Data reconciliation entry.
Learn more about adding comments to a Data reconciliatoin entry.
7 September
Delete MYOB assessment transactions with a $0.00 value in Data reconciliation
If you don't receive an IR tax return assessment because it has a $0.00 value, you previously couldn't delete the related MYOB assessment transaction in Data reconciliation, although you could delete all other transaction types with a $0.00 value. Now you can delete MYOB assessment transactions with a $0.00 value so you don't end up with unreconciled transactions that are no longer needed. Learn more about deleting a transaction.
August 2022
NZ tax
18 August
Add comments in Data reconciliation entries
You can add comments to transactions when you open a client’s Data reconciliation entry. Learn more about adding comments to a Data reconciliation entry.
12 August
Improved tax notice updates when settings change
If you change the GST taxable period, Balance month or Extension in your client's Compliance settings, we’ll automatically recreate future-dated tax notices to use the new due dates. You previously had to use a workaround to update the dates.
Sent or Paid tax notices in the same tax year will become read only and you’ll only be able to change their status from Sent to Paid.
8 August
Download a convenient tax calculator
You can download a spreadsheet to help you easily calculate your client's tax. Learn more about the tax calculator.
July 2022
NZ tax
29 July
Creating new tax returns rolls over data
Creating tax returns in MYOB Practice rolls over details from the previous year's tax return, if you already have a return in MYOB Practice.Learn more about what data is rolled over and not rolled over, and your different options for creating a return.
22 July
Tax notices are automatically created
MYOB Practice will automatically create tax notices for all your clients 3 months before they're due. You don’t need to do anything to create the notices. But if you prefer, you can also create an individual client's tax notices for the entire tax year. Learn more about preparing a tax notice.
Soon we’ll also be improving updates to tax notices when settings change. If your client has a change of balance month, GST taxable period, or extension, the future tax notices will be automatically updated to the new due dates. We’ll let you know when this features is available.
Portal
21 July
Save time when managing your tasks
We’ve redesigned tasks so that you can select up to 100 tasks to complete and reopen in one action. You can also now sort tasks by client and due date so that you quickly find the most relevant tasks. Learn more about tasks.
20 July
Improved task reminders
We’ve improved the interface for Tasks so that it’s clearer that you’re sending your clients a reminder, not a new task. Your clients will also be sent improved email reminders that clearly show they’re task reminders, not new tasks. Learn more about sending a task reminder.
NZ tax
14 July
More data included in Data reconciliation exports
Extension of Time data is now included when you export Data reconciliation transactions to a spreadsheet. Learn more about exporting Data reconciliation data to a spreadsheet.
6 July
MYOB Practice checks your data’s accuracy
When you’re working in MYOB Practice, you can have a high level of confidence that your client’s tax data is correct. Background processes in MYOB Practice ensure that the data’s aligned with the data that comes from IR. If something does go wrong, we’ve improved the error messaging for the TDS data feeds and IR data refresh to help you understand the issue.Learn more about refreshing IR data about receiving your client’s IR data.
June 2022
NZ tax
21 June
Use a 50/50 split for provisional tax instalments
You can now select whether a client is eligible to pay provisional tax in two equal instalments instead of the usual three instalments. This will calculate provisional tax using a 50/50 split and will be reflected in the tax return and tax statement. If you select this option, it will only be reflected in existing tax notices, returns and statements if they are in progress and aren't locked.
This option is only valid to use for one year for eligible clients. In the client's subsequent tax years, we’ll automatically change the two instalments to three instalments.
Previously, you had to use a voluntary adjustment to allow a 50/50 split.
Learn more about payable provisional tax notices, or set it up now in the year-based Compliance settings section of Client settings.
8 June
Filing tax returns is faster and more convenient
You can file tax returns in bulk! Select all the returns you want to file from the Compliance list and click File to send them all to IR.
Learn more about filing a tax return.Export Data reconciliation transactions to Excel
You can export MYOB and IR transaction data from Data reconciliation to an XLSX spreadsheet file. This can be a handy way to review the data, and to make and share notes and comments. You can filter that data before exporting.Learn more about exporting Data reconciliatoin data to a spreadsheet.
Partner Hub
1 June
Share your practice's Partner Program tier
In the Partner Hub, you can now download your status badge with your practice's Partner Program tier. Add the badge to your website, email signature or social media to showcase your tier. Learn more about downloading your status badge.
May 2022
Partner Hub
26 May
View the status credits you've earned from events
If your practice has earned status credits from attending an event, you can now see this under Program Activities. To see more detail and check who has registered for an event, click View Team Progress History and select the Events tab. Learn more about viewing team activities.
NZ tax
25 May
Display the Data reconciliation entry you’re looking for faster
When you open a Data reconciliation entry, the entry that opens will now be for the most logical period based on where you open the entry from. Previously, when you opened a Data reconciliation entry, it would always open the latest period for the client and you’d often have to navigate to another period.
Learn more about Data reconciliation individual client entries.
19 May
Quickly and easily see which Data reconcliation entries have alerts
The Data reconciliation list is sorted to display entries with alerts at the top of the list by default.
Partner Hub
16 May
MYOB can provide you with targeted support more easiliy
Your Client ID is displayed in the menu when you click the Your Profile button (your initials on the bottom left of the page) in the left menu bar. MYOB support may ask you for your client ID when you contact them for help.
NZ tax
10 May
Control how attribution of income/loss is distributed
In an IR7 partnership or look-through company return, you can edit the automatically calculated income/loss attribution values. Editing the value lets you specify the amount to be allocated, which is useful if the distribution isn't percentage based. Learn more about editing income/(loss) attribution.
Portal
9 May
Improvements for Client Portal
Your clients can now upload multiple documents in one process. When clients do this, you'll receive one email notification for all the documents they've added in one upload.
Partner Hub
5 May
Program Activities added to Overview page
On the Overview page, you can now view a summary of your team’s activities and the amount of status credits they've earned. To see more detail of your team’s progress, click View Team Progress History to view their progress on certifications and the status credits they’ve earned during promotions. Learn more about viewing your team activity.
NZ tax
28 April
Refresh data for all tax types
Individuals only
The Refresh IRD INC data button in Data reconciliation is now the Refresh IR data button. You can use it to refresh data for all four tax types (Income tax, Tax credits, Student loan and Working for families). The previous button only refreshed data for income transactions.
27 April
Better visibility on the period in which a Data reconciliation transaction took place
When viewing the Data reconciliation page in All clients view, each period is now displayed as its own row in the list of entries. Previously, each client’s entry displayed as one combined range of periods.
You can use new Period from and Period to drop-down lists to filter the entries by a period range or by a single period, to help you find the entry you’re looking for.
You can also click a column header to sort the list of entries. For example, if you want to see all the entries with alerts at the top of the list, click the Alerts column header. If there are multiple entries for one client, these rows will always be displayed next to each other, to make it easier to see which entries belong to each client.
Learn more about Data reconciliation.
22 April
Easily create the right schedule or workpaper
If a section of the Compliance list > Tax return page has a related schedule or workpaper, you can click a link to add the schedule or workpaper directly from that section of the tax return.
19 April
Display local date and time
Timestamps will be based on your system's local date and time, and will use a consistent format. You'll notice these changes in timestamps throughout your compliance work. For example, in the timestamps of filed returns.
13 April
Find unreconciled transactions from different periods more easily
When you open a Data reconciliation entry with unreconciled transactions, an alert at the top of the page displays the number of unreconciled transactions in each period, for each tax type.
Click the expand icon (down arrow) to display the full alert.
More flexibility in how to view IR statement transactions
In the IR statements section of a Data reconciliation entry, you can select a Group by transaction type checkbox to sort the statement rows into collapsible groups.
5 April
Automatic Overseas income schedule calculation
IR3 and IR4 only
The Overseas income schedule automatically calculates the claimable New Zealand tax credit portion of overseas tax payments. You may need to override the calculation in some circumstances.
Documents
5 April
Client’s profile automatically added to documents
When you receive documents in MYOB Practice from your clients through the Client Portal, the documents will now automatically have the client’s profile added to them. We’ll only add a client’s profile to documents when there is one client in the Client Portal.
NZ tax
1 April
Tax compliance for 2022 is here!
You've got all the latest updates you need for the new tax year, including:rolling over tax return and compliance settings data from the previous year
rate changes
residential rental properties
trust returns
business continuity test
government subsidy
Working for families
IRD number validation and errors
2022 tax statement usability and readability
other tax return changes and resolved issues.
Documents
25 March
Fix for profiled documents
Previously, you may have had some issues with loading the Documents page when you’d added more than three profiles to a document. We’ve fixed this by reducing the amount of profiles you can see when you hover over the Clients column. Now, you will see up to three clients and if you’ve added more than three clients, it will show as Client, Client, Client, … more+
You can still view and edit all the profiles added to a document when you’re looking at the document’s details. The Client search also still works for finding clients that are profiled to a document. Learn more about profiling documents.
NZ tax
23 March
Improved basis information for tax notices
More useful information is used and displayed in the Basis year field in provisional tax notices, and in the Basis column in the tax notice list view for provisional and terminal notices:The basis value will include the specific status of the tax return that's used as the basis for the tax notice. That status will be Not Started, Draft, Approved, Filed or Assessed.
Draft could be In progress, In review or Ready for client. Approved could be Pending client signature, Ready to file or Rejected.
The Basis year value inside provisional notices will be displayed in a year-status format. For example, 2020 (Not Started).
For provisional tax notices, the Basis column in the tax notices list view will be displayed in a year-method-status format. For example, 2020 standard (Not Started).
For terminal tax notices:
The Basis column in the tax notices list view will be displayed in a year-type-status format. For example, 2020 terminal (Not Started).
The Notice type column won’t display the year, only the type Terminal.
The status will also be displayed if you export the tax notices to a spreadsheet using the Export (XLSX) option.
If there’s no assessed, filed or approved tax return for last year or the year before last, we’ll use the year before last’s return as the basis year, which will have a Not Started or Draft status. Previously, the last year was used in this scenario. For example, following this change in 2022, if there was no approved return in 2020 and 2021, the basis year will default to 2020 instead of 2021.
Learn more about tax notices.
Learn more about exporting tax notices to a spreadsheet.
10 March
Use tax return data in terminal tax notices without having to file the return
These changes apply to unlocked terminal tax notices (notices with a status of In progress, Not started or In review.) If you want to apply these changes to locked terminal tax notices, you need to unlock them first. You may need to check the amounts of your unlocked notices if you previously entered amounts.
Previously, terminal tax notices were populated with tax return data such as RIT, taxable income and the notice amount when the tax return had a status of Filed.
Now, terminal tax notices are first populated with return data when you click Send to client on the return to change the return status to Pending client signature. Tax notices are populated with return data again when you click File with IR on the return to change the return status to Filed.
This makes it easier to get terminal tax notices with data from returns to your clients sooner, and means terminal tax notice data population works the same way as it does for provisional tax notices.Other ways that terminal tax notices get populated are by reconciled assessments received from IR, or from amounts that you manually enter into the notice.
Learn more about terminal tax notices.
Learn more about tax return compliance workflow statuses and the tax notice workflow statuses.
7 March
Improved 2020 and 2021 tax statement usability and readability
Bolded the labels of the totals.
Increased the font size of the amounts and labels.
Increased the margin sizes.
Decreased the size of the section headings to make the amounts and labels more prominent.
Alphabetised the schedule order.
We’ve also alphabetised the order of workpapers and schedules that you add to a return in MYOB Practice on the panel next to the return.
1 March
Terminal tax notices automatically populate Working for families value
Individuals onlyThese changes apply to unlocked terminal tax notices (notices with a status of In progress, Not started or In review.) If you want to apply these changes to locked terminal tax notices, you need to unlock them first. You may need to check the amounts of your unlocked notices if you previously entered amounts.
We’ve added three fields to the Terminal tax notices page to capture the breakdown of Working for families refunds received from, or owed to, IR.
These fields automatically populate their amounts, and the amounts will be reflected in the Terminal tax - FAM field in the Tax notice summary section of the page.
You no longer need to use a FAM voluntary adjustment to display the correct amount on the tax notice PDF when Working for families is overpaid.
Now that we’ve added these and other fields to the Payable amount section over the last few months, we’ve also added subheadings so it’s easier to see what tax types the amounts fall into.
Learn more about the Working for families fields and other fields in the Payable amount section.
Learn more about tax notice and tax return statuses.
Partner Hub
18 February
You can now update your team size so that your practice earns the right amount of status credits. Learn more about the MYOB Partner Program.
NZ tax
15 February
Add comments to tax notices to make note of key points and to share your thoughts with your colleagues
You can add comments to tax notices to track and share information about a tax notice with other users in your practice. The comments are included if you export the Tax notices data to a spreadsheet. Learn more about comments in tax notices.
Partner Hub
15 February
In the Partner Hub Overview, we've added a progress bar for status credits so that you can now see how many status credits you've got.
NZ tax
19 January
Partner Email in tax notice messages
We’ve added a new Partner Email field variable that you can insert into the email or Portal task text that’s used when you send tax notices to your clients. This field variable displays the email address of the partner in your practice who is associated with the client receiving the message. The email address that is used is the same email address that the partner uses to log in to my.myob.
Insert the new field variable in MYOB Practice from the Insert Field drop-down in Settings > Compliance > Cover email text.
Assessment filter on the Tax notices page
We've added an Assessment drop-down to the More filters options in the Tax notices filter bar. This filter lets you display tax notices that have income tax, Working for families or student loan assessment amounts. The filter checks for a value in residual income tax (INC), student loan repayment obligation (SLS) or Working for Families tax credit (FAM).
The assessment data is also included when you export the tax notices to a spreadsheet, depending on your Assessment drop-down selection.
Learn more about filtering.
13 January
Salutation in tax notice messages
We’ve added a new Salutation field variable that you can insert into the email or Portal task text that’s used when you send tax notices to your clients. This field variable displays a shorter version of the recipient’s name, for a more appropriate way of beginning a tax notice message. For example, Dear John instead of Dear John James Smith.
The Salutation value comes from your MYOB AE/AO desktop software. The value would have been set when you created the client. You can edit the value from the Client - [Name] > Main tab.
Insert the new field variable in MYOB Practice from the Insert Field drop-down in Settings > Compliance > Cover email text.
Learn more about setting up email land Portal task options.
2021 improvements
NZ tax
21 December
Terminal tax notices automatically populate more values
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These changes apply to unlocked terminal tax notices (notices with a status of In progress, Not started or In review.) If you want to apply these changes to locked terminal tax notices, you need to unlock them first. You may need to check the amounts of your unlocked notices if you previously entered amounts.
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There is an important voluntary adjustment workaround for an overpaid Working for families amount.
The Student loan repayment obligation field, Working for Families tax credit field and the fields in the Terminal tax basis section of the Tax notices page automatically populate their values from Data reconciliation or tax returns. Learn more about the Terminal tax basis and Payable amount sections.
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NZ tax
30 November
Student loan terminal tax field improvements
Individual entities only
We’ve added to and renamed the student loan fields in the terminal Tax notices page to make them more useful and informative.
Student loan repayment obligation—We’ve renamed this field from Student loan repayment. This field is editable and you’ll need to manually enter the value. We’re working on making this field automatically calculate its value in a future update.
SLS payments, transfers and other—This new field displays reconciled IR student loan transactions from the Data reconciliation page.
SLS expected payments, transfers and other—This new field displays unreconciled MYOB student loan transactions from the Data reconciliation page.
Student loan owing—We’ve renamed this field from Student loan repayment amount. This field displays the amount owing to IR.
If you’ve been using voluntary adjustments for recalculated student loan amounts, you’ll no longer need to use this workaround. These student loan field updates will automatically display the recalculated amounts.
We’re continuing to work on bringing even more student loan improvements.
8 November
More tax notice email customisation options
If your MYOB Practice Administrator's added a footer or logo in the MYOB Practice Email notifications settings, the logo will be included when you send a tax notice.
If you edit the default tax notice email or Portal task text, it's easier to apply formatting. Choose from the Cover email text field options, or click the source code icon () to use HTML elements.
There are also more Insert Field variable options.
Learn more about setting up tax notice email and Portal task options.
4 November
Some MYOB transactions are automatically created
Some MYOB transactions will be automatically created in Data reconciliation when you file a tax return after 4 November 2021:
When you file an IR3 or IR3NR with an attached Student loan (SLS) or Working for families (WFF) schedule, transactions created will include tax return assessments and transfers in.
When you file an IR526 for Tax credits (REB), the transactions created will include tax return assessments, refunds and transfers out.
Portal
1 November
Role to manage task templates
MYOB Practice administrators can assign users to a role that allows them to manage task templates. Learn more about creating task templates and assigning roles.
Documents
29 October
Document tile in Compliance
Access and upload documents for a particular year within the compliance. Learn more about Documents within MYOB Practice.
NZ tax
27 October
Performance improvements on locked forms
We've improved the time it takes to open locked forms when you're filing a return.
22 October
Details about transfers from other returns (Transfers received schedule)
You can create a Transfers received schedule that shows what a tax return’s Transfer from other returns value consists of. The schedule displays the tax type, client names and IRD numbers associated with incoming refund transfers. Previously on tax returns, you could only see the outgoing details of transfer recipients.The IRD number, tax type and amount will also continue to be visible in the tax statement. Note that Account type has been renamed to Tax type in the tax statement.
Edit the default tax notice email or Portal task text
MYOB Practice Administrators can edit the default email and Portal task text that’s used each time you send a tax notice. Edit the text in the Cover email text field in your MYOB Practice settings.
You can insert field variables to automatically populate specific sections of the email with relevant text, like the client name.
You can use HTML elements to apply formatting to the email text. For example, you can enter a sentence between <p> and </p> to create a paragraph, or place a word between <b> and </b> to bold that word. Learn more about HTML text.
There’s also an option to send yourself a sample email to preview what the output will look like.
Learn more about setting the default text.
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Changes you make to the Cover email text apply to all tax notice emails and Portal tasks sent to your practice’s clients. But if you're sending an individual tax notice rather than multiple tax notices in bulk, you’ll be given an opportunity to make once-off edits to the default text before sending the tax notice.
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We’ll be adding more field variable options soon. We're also looking into making additional enhancements to email editing options over this quarter. (Now available from 8 November!)
Portal
26 October
Save time with task templates
You can save time by creating and using a task template when sending general tasks to your clients. Learn more about creating a task template.
NZ tax
7 October
Easier access to help for compliance
We've added a handy link in Data reconciliation, Tax return under Compliance list to access all help topics and updates.
Click Help and support to access the page in the product or check out the page.
NZ tax
30 September
Tax return PDF improvements
You can now choose to preview a tax return PDF in a new browser tab or download it directly. You could previously only download it. You can also choose to add a DRAFT watermark to the PDF.
As part of these changes, the Download button has changed to Preview (PDF) in the Compliance list > Tax return page, and the options are presented in a Preview documents window. Learn more about sending a tax return to a client.
Easily sync, validate or preview a tax return from any section
When you scroll through a tax return, the Sync tax return data, Validate and Preview (PDF) buttons will remain visible.
28 September
Delete transfers and refunds in Data reconciliation
You can now delete transfers and refunds created when you file a tax return. Learn more about deleting a transaction.
21 September
Validation error improvements
In tax returns, you can now click See a list of common errors to access the validation error help page.
Learn more about validating a tax return.
20 September
Data reconciliation, MYOB transactions, and Working for families and Student loan schedules
We've got a lot of big and exciting features for you in this update! Read on to learn about improvements to Data reconciliation, MYOB transactions, and Working for families and Student loan schedules.
Some of these updates will impact how you work. We'd like to reassure you we're making these changes based on your feedback to improve our software and your experience in the long term.Working for families calculations now available
IR3 only
Working for families tax credits calculations just got easier! Amounts are automatically calculated based on the data that you enter into the schedule. You previously had to manually calculate and enter the amounts.You can no longer manually enter or edit the tax credit entitlement amounts, but any previously entered amounts will remain in the schedule.
If you want to use automatic calculations, delete the schedule, then add the schedule again and enter the dependant's details.
Working for families schedule field is now prepopulated
The Working for families tax credits paid by Inland Revenue field is automatically populated with data synchronised from Data reconciliation transactions. You previously had to complete this field by manually entering the data. Learn more about adding a return.Before September 20 2021, the Total repayments made to IR and 20xx Total interim repayments made to IR fields weren't automatically populated and could only be manually populated.
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If you already have manually entered data...
...in the Working for families tax credits paid by Inland Revenue field of an existing schedule, this data won’t be overwritten with data from Data reconciliation transactions. If you want the field to use data synchronised from Data reconciliation transactions, delete the schedule, then add the schedule again and complete any manually editable fields. The automatically calculated fields will already be populated. -
If you have in-progress tax notices...
...where you've added any voluntary adjustments, check the amounts in these tax notices. The voluntary amounts may already be taken into account by the fields automatically synchronised from Data reconciliation. If this is the case, you'll have a duplicated amount from the manual and automatic adjustment.
To fix tax notices with duplicated amounts, remove the voluntary adjustments in the tax notice.
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Student loan schedule fields are now prepopulated and included in tax statements
IR3 and IR3NR 2021 onwards
The Total repayments made to IR and 20xx Total interim repayments made to IR fields are automatically populated with data synchronised from Data reconciliation transactions. You can't manually edit these fields. 20xx Total interim repayments made to IR is a new field, and you previously had to complete Total repayments made to IR by manually entering the data.
The data from these fields is displayed in the tax statement in the Payment summary section in two new fields: 20xx Student loan interim and 20xx Student loan paid.
If you have any approved tax notices with a status of Ready for client and you want to use the automatically populated data, you need to click Send for rework at the top of the tax notice to change the status back to In progress.
Before September 20 2021, the Total repayments made to IR and 20xx Total interim repayments made to IR fields weren't automatically populated and could only be manually populated.
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If you already have manually entered data...
...in the Working for families tax credits paid by Inland Revenue field of an existing schedule, this data won’t be overwritten with data from Data reconciliation transactions. If you want the field to use data synchronised from Data reconciliation transactions, delete the schedule, then add the schedule again and complete any manually editable fields. The automatically calculated fields will already be populated. -
If you have in-progress tax notices...
...where you've added any voluntary adjustments, check the amounts in these tax notices. The voluntary amounts may already be taken into account by the fields automatically synchronised from Data reconciliation. If this is the case, you'll have a duplicated amount from the manual and automatic adjustment.
To fix tax notices with duplicated amounts, remove the voluntary adjustments in the tax notice.
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Data reconciliation tax types and period summary
As part of the rollout of this feature, you may notice some unreconciled IR transactions from the last couple of days. If this happens, you can simply reconcile the transactions.
We've automatically reconciled all transactions for the last 2 years for the SLS, WFF and REB tax types.
View more tax types in Data reconciliation
When viewing the Data reconciliation page in the client-centric view, you can select the Tax Type to display data related to that particular tax type.
For individual entities, the Tax Type options are Income tax, Tax credits, Working for families or Student loan.
For other entities, the Tax Type option is Income tax.
Previously, you could only display income tax (INC) transactions for all entity types.
The Tax Type options for individual entities give you more information for evaluating your clients' liability, giving you a complete picture of what a client’s tax position is for each tax type. These details will be included when preparing tax notices and tax returns, reducing the need for manual MYOB transactions or voluntary adjustments.
We’ve also renamed the Refresh IR data button to Refresh IRD INC data because it can only refresh income tax data, regardless of which Tax Type you selected.}New Period summary section in Data reconciliation
When viewing the Data reconciliation page in the client-centric view, you now have a quick way to check the balance owing and assessment value for the selected period. You can view this information in the IR balance owing and Total IR assessment value fields under Period summary.
IR balance owing – The balance value from the IR data feed for the tax type and period.
Total IR assessment value – The total assessment value from the IR statements section of the page, for the tax type and period.
The Period summary section is available for all tax types.
Learn more about Data reconciliation.Capture MYOB transactions for provisional tax notices
We’ve made it easier to track MYOB transactions for expected future payments. There are a couple of new fields on the provisional Tax notices page to help with this, and a change to an existing field.
Payments & transfers – This existing field now only displays reconciled IR transactions from Data reconciliation.
Expected payments & transfers – This new field displays unreconciled MYOB transactions from Data reconciliation and transfers that aren’t covered by IR transactions.
Tax pooling payments – This new field displays the tax pooling payment amount that was previously displayed alongside the Payments & transfers amount. The calculation hasn’t changed, but it’s easier to work with the amount in its own field.
This changes how tax notice calculations work. It's important that you check that amounts in any in-progress tax notices are correct before sending the notice for approval. Learn more about the payable amount.
Learn more about provisional tax, the Tax notices workflow and the Data reconciliation workflow.
16 September
New fields added when exporting Tax notices into Excel. Learn more about exporting tax notices data to a aspreadsheet.
9 September
Audit history
Administrators now have access to an audit history. It shows any changes made to the status of tax returns and any changes made to staff role assignment. Learn more about audit history.
6 August
You can search, filter and sort the Contact list.
We've changed the display name on the Contact list to be Last Name, First Name, consistent with the Compliance list format.
NZ tax
31 August
Provisional tax option filter on the Tax notices page
We've added a Provisional tax option drop-down to the More filters options in the Tax notices filter bar. This filter lets you choose whether to display provisional tax notices using only the standard option, only the estimation option, or all tax notices regardless of whether they are provisional tax notices. Learn more about filtering.
27 August
Voluntary adjustments filter on the Tax notices page
We've added a Voluntary adjustments drop-down to the More filters options in the Tax notices filter bar. This filter lets you choose whether to display tax notices that have a voluntary adjustment. You can display:tax notices with a specific voluntary adjustment type (for example, FAM, FBT, GST, INC or SLS)
all tax notices with any voluntary adjustment type
tax notices that don't have a voluntary adjustment
all tax notices whether they have a voluntary adjustment or not.
Learn more about filtering.
Learn more about voluntary adjustments for provisional tax or terminal tax.
26 August
Delivery preference filter on the Tax notices page
We've added a Delivery preference drop-down to the More filters options in the Tax notices filter bar. This filter lets you choose whether to display tax notices that are set to Send manually, Send task to client, Send email to client or All.
This is a useful filter to apply when selecting tax notices to send in bulk. The tax notices that need to be sent manually can't be sent in bulk, so this filter lets you easily exclude those tax notices. It also lets you easily see just those tax notices that you need to prepare for sending manually.
Learn more about finding and filtering tax notices.
18 August
Assign users to roles in bulk
Now there's an easier way to control which users can perform certain actions in MYOB Practice in bulk. Learn more about roles and permissions.
First, you'll need to have opted in to Access Management to assign staff to roles in bulk.
17 August
New filter options on the Tax notices page
We’ve added a Nil balance checkbox and Tax pooling drop-down to the More filters options in the Tax notices filter bar. You can use these options to filter the results displayed on the Tax notices page, which can be useful for performing bulk actions on a set of tax notices.
Nil balance amounts:
Select the Nil balance checkbox to display tax notices with a 0.00 amount.Tax pooling:
Select an option from the Tax pooling drop-down (Yes, No or All) to display tax notices based on whether the client is using tax pooling.
Learn more about filtering, or tax pooling for provisional or terminal tax notices.
13 August
Send a copy of tax notice emails to your practice
When you send emails with tax notices to your clients, your practice can now receive a copy of the email. Your MYOB Practice Administrator will need to set a CC email address to use this feature.
Learn more about sending tax notices and about setting up the CC email address.
6 August
Easily access IRD numbers
You can see your clients' IRD number on the top right of MYOB Practice. This is convenient as a quick reference when you’re working on data reconciliation, tax notices or tax returns. The IRD number is displayed on any page when you select a client from the Contact list or client sidebar.
You can search for your client’s IRD number in the Search field on the Contact list page. Type in an IRD number and the page will show you the associated client.
Contacts
6 August
You can search, filter and sort the Contact list.
We've changed the display name on the Contact list to be Last Name, First Name, consistent with the Compliance list format.
NZ tax
2 August
Minor Data reconciliation and Tax notices improvements
You can see the Unreconciled transactions panel in Data reconciliation even when there are no currently unreconciled transactions. This means you can always access the Add MYOB transaction function. Learn more.
In the Data reconciliation and Tax notices sections, wherever there were references to IRD in the user interface, these references are now displayed as IR.
We’ve added a Data reconciliation heading above the filters in the All clients view.
Documents
1 August
New limits when downloading from Documents within MYOB Practice
To improve the performance of Documents within MYOB Practice, we've introduced limits on the quantity and size of documents you can download in one go. You can now download 150 documents or 1 GB worth of documents, whichever one of these limits you reach first. Learn more about opening and downloading documents.
NZ tax
21 July
Export Compliance list and Tax notices data to Excel
Reviewing compliance work just got easier! You can export data to an XLSX spreadsheet file, which can be a handy way to make and share notes and comments while reviewing. If you want to only include certain data sets, like only data relevant for a particular practice partner, you can also filter the data before exporting.
We've also removed the Export report (PDF) button. This option to export to Excel replaces the option to export to PDF.
Learn more about exporting in the Compliance list or in Tax notices.
19 July
Precise calculations when distributing income between partners in IR7 returns
Distribution calculations will use percentages to 4 decimal places instead of 2. IR allows percentages to 2 decimal places to be reported, so we’ve also added a new Percentage filed with IR field. See Entering data into a tax return in this link to learn more.
13 July
Automatically create tax workpapers when prepopulating returns
You no longer need to work out which workpaper or schedule to create when receiving data for prepopulating returns. We'll create the appropriate workpaper for you! Learn more about pre-populating data into a tax return.
9 July
Visibility of bank account details for refunds
When a tax return includes an amount to be refunded, you can see the bank account details that you previously set up in myIR and that will be used for the refund. If the bank account details in MYOB Practice don’t look right, you can refresh them to synchronise with the latest details in myIR. Learn more about pre-populating bank account details.
8 July
Sending tax notices via email and in bulk
You can send tax notices to clients via email from within MYOB Practice. You can also send tax notices in bulk by email or as Portal tasks. Learn more about sending a tax notice to a client.If you use Tax Manager in MYOB AE/AO on the desktop, read section 8. Send notices of the Tax notices workflow for important information.
NZ tax – Resolved issues
15 July
Fix for tax notices
When accessing tax notices, you won't get this error anymore: 'Something went wrong' (support ref: 00717130). Learn more about the resolved issue.
13 July
Fix for tax notices
When you create a tax notice, the due date now shows correctly for six monthly clients with a June or December balance month (support ref: 00701371). Learn more about the resolved issue.
7 July
Improvements and fixes for tax notices and returns
In tax notice emails, the subject line now includes the name of the tax notice recipient (support ref: 00703152). Learn more about the resolved issue.
When you email your clients their tax notice, the attached notice will now be a PDF (support ref: 00648185). Learn more about the resolved issue.
You can now change the provisional tax option when the due date has passed (support ref: 00663088). Learn more about the resolved issue.
When schedular income is negative, it'll now be taken into account on your tax statement and displayed in Net schedular payments (support ref: 00672041). Learn more about the resolved issue.
If you change your client's name after you've created their tax notice, the tax notice will now show the updated name.
After you've created a tax notice, the first instalment is correctly calculated in all cases. Previously, some notice's first instalments were incorrectly reduced by $1.
Some tax notice's provisional tax was not being calculated when RIT was above $5000.
NZ tax
28 June
Tax workpapers and schedules have an improved PDF layout
When you use the Tax workpapers & schedules side panel to create multiple workpapers and schedules for a tax return, they are combined onto one page wherever possible, without related content breaking across multiple pages. Learn more about preparing a tax return.Access management for Tax notices and Data reconciliation
If you opt in to access management, you can use three new roles to control access to Tax notices and Data reconciliation functionality.Tax notice approval role – Lets you approve and unlock tax notices.
Sent tax notices role – Lets you send tax notices and change the tax notice status to Sent.
Data reconciliation role – Lets you add, delete, reconcile or unreconcile transactions in a compliance data reconciliation.
If you've already opted in to access management, now only Administrators will have access to certain Tax notices and Data reconciliation functionality. To give access to other users, the Administrator must assign the new roles to those users.
If you haven't opted in yet, you can register your interest to access all the features.
Learn more about roles and permissions for tax access management.
24 June
Deleting IR526 returns
You can delete an IR526 if it has a status of In progress.
22 June
Added a validation to the IR4 company return
You’ll now see an error message if you haven't entered a value in the Lowest economic interests of shareholders percentage field.Improved paragraph customisation
While editing paragraphs in tax notices and tax statements, you could previously press Enter to display the text on a new line break in the field. Now the line break will also display in the final tax notice or tax statement paragraph. We’ve also increased the maximum character limit in the Opening paragraph, Declaration and Footer paragraphs. Learn more about editing default paragraphs for tax notices and tax statements.
16 June
Fixed known issue in tax returns
Payment summary – incorrect when provisional tax paid exceeds instalment due amount (support ref: 00651081). Learn more about the resolved issue.
9 June
Fixed known issues
IR4 errors for losses claimed and subvention payments
For an IR4, we have changed the validation errors to warnings when there are losses claimed and subvention payments. We've also updated the wording on the validations.UOMI on tax statements
We've fixed an issue where a Use of money interest row was always printing in the IR4 and IR6 payment summary on the tax statement. The row will now only print if the amount is not 0.00.Depreciation calculation
We've changed depreciation so that it will now be limited to the opening tax value. Before, the depreciation section in the Rental schedule in some scenarios was calculating depreciation greater than the opening tax value.
3 June
Customise paragraphs in tax notices and tax statements
We’ve added the ability to edit the paragraphs displayed in tax notices and tax statements. We’ve also added an Additional text field, which will display an additional paragraph in tax statements. Some paragraphs come with default text, so you may want to review and edit these to suit your practice. Learn more about editing default paragraphs for tax notices and tax statements.This feature doesn't include editing logos.
NZ tax
28 May
Business income schedule update
Based on your feedback, we've added a Depreciation subsection in the Other expenses section of the Business income schedule. This includes a new Depreciation field. The previously available Depreciation field is still available in the Expenses table to ensure previously entered data isn’t affected. You only need to complete one depreciation option.
Learn more about tax workpapers and schedules on the Compliance workflow page, in the Prepare a return > Table of tax workpapers & schedules section.
27 May
We've completed adding support for prepopulating tax return data from Inland Revenue
You can see the schedules that are supported in this table about workpapers and schedules that get pre-populted from IR.
14 May
Tax compliance updates
Individual entity types only: We’ve updated 2022 provisional and 2021 terminal tax notices to meet IR’s requirements. This applies to all existing and newly-created tax notices. Learn more about provisional and terminal tax notices.Removed Partner and Family group filters for non AE/AO users
If you’re an MYOB Practice user who hasn’t come from MYOB AE/AO, we’ve removed the Partner and Family group filters from the Compliance, Tax notices and Data reconciliation lists. This is because partner and family group filters require data from AE/AO. You can still use the Staff member filter.
7 May
We're expanding support for prepopulating tax return data from Inland Revenue
We've made data prepopulation from IR available for more schedules, and we'll be adding support for even more. You can see the schedules that are supported in this table about workpapers and schedules that get pre-populated from IR.
Update: 27 May—We've completed adding support for prepopulating data.
6 May
Even more data to share data between tax returns... with less effort!
You can distribute income from an IR6 tax return to a beneficiary's IR3 tax return, for the 2021 financial year onwards.
Plus you no longer need to work out which schedule to create! We'll create the appropriate schedule for you when you distribute from an IR4, IR6 or IR7 return to the IR3 return, if it's not already created. Learn more about distributing data between tax returns.
Transaction processing
6 May
Create coding reports for MYOB Business files
You can now generate coding reports for clients with MYOB Business files. Previously, this was only possible for MYOB Essentials and MYOB AccountRight files.
NZ tax
23 April
Improvements to sending tax return details to clients
You can print and send one document that includes the Tax Statement and the associated schedules to your clients. Learn more about sending a tax return to a client.
21 April
New roles to help control user access to Compliance work
You can opt-in to access management. This gives your practice two new user roles for greater control over who can action Compliance work, like approving and filing returns. Learn more about roles and permissions for tax access management.
18 April
Save time by updating the status of tax notices in bulk
You can update the status of tax notices in bulk to Not started, In progress, In review, Ready for client, Sent, Paid or Not required, from the Tax notices list page. So if you have a lot of tax notices that you don't need to prepare or send, you can update all their statuses to Not required in one go without having to open the tax notice first. Learn more about updating the status of tax notices.
Update—April 26: We added two more status update options: Not started and In progress.
12 April
View and edit GST settings
You can view and edit client GST settings that were imported from AE/AO. You can edit the details, but they won't sync back to AE/AO. Learn more about configuring your client's compliance settings.
8 April
Filter Compliance list by staff, partner and/or family group
Effectively organise your workload with new filters for staff, partners and family group in the All clients view of the Compliance list page.
Staff and partner assignments come from your clients' Responsibility tab in AE/AO, so make sure you've set up your team responsibility first. For family groups, you'll need to have set up family groups in AE/AO also. Learn more about the compliancae list.
7 April
Even more data to share data between tax returns
Do even less manual entry and double handing by distributing income from an IR7 tax return to a partner or shareholder's IR3 tax return. Learn more about distributing data between tax returns.
1 April
Tax compliance changes
We've updated the legislative changes for the 2021 tax year. Learn more about 2021 tax compliance changes.Rollover 2020 tax returns to 2021
We'll create a 2021 tax return for every client with a 2020 tax return as of 31 March 2021. When you open this 2021 tax return, you'll have the option to roll forward the 2020 tax return. Learn more about rolling forward to a new tax year.
NZ tax
31 March
Filter Data reconciliation and Tax notices by staff, partner and/or family group
Effectively organise your workload with new filters for staff, partners and family group in the All clients view of the Data reconciliation and Tax notices page.Staff and partner assignments come from your clients' Responsibility tab in AE/AO, so make sure you've set up your team responsibility first. For family groups, you'll need to have set up family groups in AE/AO also.
Update: 14 May – We've removed Partner and Family group filters for non AE/AO users. See the 14 May What's new update to learn more.
25 March
Pre-fill from workpapers into the IR10 form attached to a tax return
You can export IR10 data from AE/AO workpapers, and import it into MYOB Practice Tax to pre-fill the IR10 form. Learn more about exporting and importing IR10 data.Improvements when sending tax notices
We've updated the wording in the email and portal message template used to send tax notices. Prefer to personalise your messages? You can still edit the wording when you send tax notices.
If you’ve set up a practice alias, the tasks and emails to clients from MYOB Practice can be sent using the alias. Otherwise, tasks and emails sent from MYOB Practice will continue to use the logged-in user as the sender. Learn more about editing your default portal details.
23 March
View Taxable Income and Residual Income Tax (RIT) at a glance
We've added two new columns to the Tax notices page to help you decide which tax notices need work.
19 March
Prepopulate tax return data directly from Inland Revenue
When you add a tax return, we'll download data directly from Inland Revenue for you to prepopulate into your client's tax return. Learn more about pre-populating data into a tax return.New documents features
We're beginning the rollout of a new system for documents within MYOB Practice. When your practice has the new documents features, you can learn more about documents within MYOB Practice.
18 March
Pre-fill from AO Classic and AE MAS into the IR10 form attached to a tax return
You can export IR10 data from MYOB AO Classic and AE MAS, and import it into MYOB Practice Tax to pre-fill the IR10 form. Learn more about exporting and importing IR10 data.Share data between IR4 tax returns and IR3 tax returns
Do less manual entry and double handing by distributing income from a company’s IR4 tax return to a shareholder’s IR3 tax return. Learn more about distributing data between tax returns.Prepopulate association details when you create a tax return
You can now prepopulate the names and IRD numbers of shareholders, beneficiaries and partners from into an IR4, IR6 and IR7 return. This data comes from the associations in your client's MYOB Practice client details. Learn more about pre-populating data into a tax return.
9 March
Create tax notices for multiple clients in one go
You can now create provisional and terminal tax notices for the current period, for multiple clients. On the Tax notices page, when you see the message "We've got data for (X) clients. Do you want to create their tax notices?", it means we've downloaded the latest Inland Revenue data for those clients. Click Create now to create their tax notices. Learn more about preparing a tax notice.
Calculate provisional and terminal tax payable using Inland Revenue's assessment
When reconciling a transaction for the Inland Revenue's Residual Income Tax (RIT) assessment, you can now enter the details of the assessment in MYOB Practice. We'll then use these details to calculate provisional and terminal tax in your client's tax notices to ensure your client pays just the right amount of tax. Learn more about reconciling an assessment transaction.
3 March
Error message for users without filing access
Users with Read only or None access in myIR will receive the message You aren’t permitted to access this when attempting to file a tax return in MYOB Practice. Learn more about the filing gateway.
MYOB Practice uses gateway services to file tax returns to Inland Revenue. This means that each staff member using gateway services will need their own myIR logon. For more information, see Filing tax returns using Inland Revenue gateway services.
NZ tax
17 February
More intuitive contact sync icons
We've updated the icons that indicate the status of contacts syncing. Learn more about sync status icons.To see the latest icons, you need to have installed hotfix 59067593.
5 February
Easier navigation of Tax returns
Use the new Navigation options on the right of the Tax return page to jump straight to the section you want to view or update.
4 February
Filter by unreconciled transactions
We've added an Unreconciled transaction alert filter to the Data reconciliation page, so you can quickly find clients who have MYOB or IR transactions to reconcile.
3 February
Enjoy an improved upgrade experience
We've released a hotfix 59868757 that corrects a couple of critical errors that you may see when you upgrade from MYOB AE/AO to MYOB Practice Tax. If you've installed MYOB AE/AO 5.4.36.144, it's important that you install this hotfix.
1 February
You can now delete tax returns in MYOB Practice Tax
If you've made a mistake when adding a tax return for your client, you can now delete and recreate it with the right information. Learn more about deleting a tax return.
NZ tax
5 January
More flexibility in how you send tax notices
When you prepare a tax notice in MYOB Practice, you can now email the tax notice to your client directly from MYOB Practice! Learn more about sending a tax notice to a client.
2020 improvements
NZ tax
17 December
Prepare tax notices from MYOB Practice Tax
You can now prepare both provisional and terminal tax notices in MYOB Practice Tax. To get started, go to Compliance > Tax notices. You'll receive the message: We've downloaded IRD data for (X) clients. Do you want to create their tax notices? Click Create now to create tax notices for all your clients. See Preparing tax notices for information on how to get started.
NZ tax
November 26
Download tax statements for IR3, IR3NR, IR4, IR526, IR6 and IR7 returns
You can now easily generate professional-looking tax statements for the above return types. You can download the tax statement from the Tax return page or send it to your clients digitally, via the client portal.