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Getting to know Tax in Practice Compliance

Tax in Practice Compliance helps your practice prepare and lodge tax returns online, with the flexibility to keep using AE/AO where needed.

You don’t need to move all your tax work online at once. Check what’s available in Practice Compliance, then start with the clients, return types or workflows best suited to your practice. Move more work across when your team is ready.

Why use Tax in Practice Compliance?

Tax in Practice Compliance gives your practice more flexibility in how you manage tax work. You can:

  • Work online from anywhere
    Access tax returns from any device with an internet connection. You don’t need to be on the office network.

  • Move at your own pace
    Start with selected clients, return types or workflows, then move more tax work online as your team gets familiar with Practice Compliance.

  • Keep using AE/AO where needed
    Use Practice Compliance, AE/AO or both, depending on your practice workflows and the return types you need to prepare.

  • Stay up to date automatically
    Updates, bug fixes and new features are added automatically, so you don’t need to install them manually.

  • Included in your AE/AO subscription
    Tax in Practice Compliance is included in your existing AE/AO subscription. MYOB may vary fees in the future with reasonable notice, as set out in the MYOB Practice Terms of Use

  • Work online with confidence
    Your data is stored on servers located in Australia. Practice Compliance conforms to the Australian Privacy Act, is compliant with APES 305 Terms of Engagement and MYOB is ISO 27001 certified. Returns are compliant with TPB requirements, and the software is registered with the ATO.

Tax workflows in Practice Compliance

Completing and lodging returns in Practice Compliance is similar to the tax work you already do in AE/AO, with online workflows designed to help your practice move faster.

In Practice Compliance, you can:

  • prepare and lodge supported tax return types

  • manage return progress with statuses, including review and approval

  • use ATO pre-fill from within the return

  • manage ATO rejection errors from the return

  • send returns and documents through the client portal

  • collect digital signatures

  • link client documents to the return

Most tax return types are available in Practice Compliance. Some return types, including SMSF returns, still need to be prepared in AE/AO.

Before you start, check what’s available in Practice Compliance, then choose the clients and return types best suited to your practice.

How AE/AO still fits

AE/AO is still part of your tax workflow. You can use Practice Compliance, AE/AO or both, depending on your practice workflows and the return types you need to prepare.

A few things will still happen in AE/AO:

  • Some return types, including SMSF returns, still need to be prepared in AE/AO.

  • Client details are still maintained in AE/AO, including adding new clients and editing existing client details.

  • Returns moved to Practice Compliance still appear in AE/AO, with a cloud icon beside them.

  • If a return has already been started in AE/AO, it can’t be converted to an online return. To move it online, you’ll need to delete the return in AE/AO, then move it to Practice Compliance. Some fields will roll over.

This gives your practice flexibility while your team gets used to working online.

Ready to start using Tax in Practice Compliance?

When you’re ready, use the getting started guide to set up Tax in Practice Compliance and prepare your first online return.

Check our help page to decide which return types or workflows are best suited for Practice Compliance.

Interested in Client Accounting?

Client Accounting in MYOB Practice Compliance is currently in Early Access. It helps practices bring client ledger data into one place, reduce manual work and manage accounting workflows more efficiently.

If you’d like to try Client Accounting, register your interest

Need help?

We're here to make your transition to Practice Compliance smooth and straightforward. Use these resources when you’re ready to learn more or start moving tax work online.

  • Onboarding guide - This guide helps you get set up with Tax.

  • MYOB Academy - Learn how to prepare and lodge tax returns in Tax. Complete our learning path in MYOB Academy.

  • YouTube videos - Check out our YouTube playlist

  • Help pages - If you're looking for detailed instructions, you can read through our help pages as needed.