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Link a client from Practice Compliance

Start by adding a new client or linking your existing client in Practice Compliance into Client Accounting.

This allows you to store all your compliance tasks, such as tax returns, activity statements, and your client's accounting, in one place for easy access.

If you use AE/AO and want to add a new client, add them in AE/AO.

Once you’ve linked the client, you’ll need to sync them to a ledger in Client Accounting so you can start working on their accounting tasks.

Linking a client from Practice Compliance

  1. Open the client and go to Client workspace.

  2. In the Financial reporting section, select Setup Financial reporting.

  3. In the Set up financial reporting window, select

    1. AU Special Purpose financial report and workpapers in Workflow drop-down.

    2. Standard mapping list in Account mapping drop-down

    3. Financial year end date.

  4. Click Save and continue to link the client. You’ll be directed to Client Accounting.

    If you see a Sign-in message, click Sign in with SSO to log in to Client Accounting.

Next step - Adding client data

The next step is Adding client data.

  • If you want to sync to MYOB Business, or a Quickbooks ledger, select Setup an automatic sync. This will automatically sync the data from the ledger in real time. We recommend setting up automatic sync.
    See how to setup automatic sync (cloud based ledger)

  • If you’ve got a CSV file with ledger details, select Upload file to import the ledger manually.
    See how to manually upload a CSV file.