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
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
You can import the depreciation assets into the assets register in MYOB Practice.
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
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
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.
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Type of trust
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The Description of main business activity is incorrect populating the industry code
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Opening stock.
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Title and suffix
Partnership
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