As a Practice administrator in MYOB Practice, you can use permissions to manage which users perform some tax tasks. These tax permissions are in addition to the other permissions you can assign.
First you enable the tax permissions you want to use, then you assign the permission to a user.
Tax permissions and tasks
Enable tax permissions to choose which users can do the following tasks:
Compliance Administration – File tax returns.
Compliance Approval – Unlock and approve tax returns.
Data Reconciliation – Work with transactions in a compliance data reconciliation.
Send Tax Notices – Send tax notices and mark the tax notice as sent.
Tax Notice Approval – Unlock and approve tax notices.
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.
The ability to file tax returns is also based on each user’s access level according to Inland Revenue’s guide. If a user has Read only or None access in myIR, they’ll receive the message You aren’t permitted to access this when attempting to file a tax return in MYOB Practice.
To review the access of users, log in to myIR and go to Manage staff logons. See also Inland Revenue’s guide to managing user access and client list access security.
Enabling permissions for tax tasks
As a Practice administrator, you can turn on restricted permissions for tax tasks. If you turn on the restricted permissions, only the user you give roles to will be able to complete the tasks. Before you can select the users who will have access, you'll need to turn on the restrictions.
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.
On the left side of MYOB Practice, select Settings (the cog).
Under Access management, select Permissions.
Select the row of the permission.
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.
Once you've enabled the permissions, the Practice administrator can start giving access to other users. Follow the steps for assigning permissions.