Below are the steps to extract the Estimated Tax data from MYOB Practice Tax.
1. Access MYOB Practice
2. Select the Tax menu at the top of the screen
3. IMPORTANT: From the Type drop down, untick everything except Tax returns
4. Click the Export (XLSX) button in the top right-hand corner
5. An Excel file will be downloaded and appear in your Downloads folder
6. Open the file and manually complete the following steps
a. Remove all columns except for Client code, Type, Payable / (refundable), Lodged date, Period start, Period end
b. Rename the column heading Client code to ClientCode
c. Rename the column heading Type to ReturnType
Example of edited Compliance List in Excel
7. Save the file as ComplianceList.csv in the same location as your existing HUBDATA.csv file
8. Drag and drop both the HUBDATA.csv and ComplianceList.csv files into the HUBDATA area in ATO SmartDocs at the same time to refresh the Client and Estimated Tax data.
NOTE: Initial scripting will need to be completed by an Access Group consultant to combine the MYOB Practice Management Data with the MYOB Practice Tax data.