nz ao release notes - myob...myob ao classic | version 19.0.0 release notes | 7 sending and...

AO ClassicVersion 19.0.0

Release Notes

Copyright 2016 MYOB Technology Pty Ltd. All rights reserved.

Website: myob.co.nz

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AO Classic Version 19.0.0 Release NotesPrinted: 22 March 2016

http://www.myob.co.nz

MYOB AO Classic | Version 19.0.0 Release Notes | 3

Contents

Release summary

Changes and enhancements

Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Compliance changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

New return type IR833 – Property Sale Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

901 letters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Sending and receiving E‐file information by partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Resolved issues

Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Hints and tips

Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Technical support

Phone support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Logging a new support request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Updating an existing support request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

eBulletin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Troubleshooting assistant


Release summary

MYOB AO Classic 19.0.0 includes:


Resolved issues

Hints and tips.



MYOB AO Classic 19.0.0 includes the following changes and enhancements:

Tax

Compliance changes

Updates have made to the tax modules to comply with the legislative changes for the 2016 tax year, including:

ACC Earner Levy maximum liable earnings has increased to $120,070. The earning rate has remained at 1.45% which results in $1741.01 being the maximum payable amount.

For Working for Families, the Parental Tax Credit component has increased to $2200 for 10 weeks.

Inland Revenue (IR) only requires the IR215 Adjust your Income return to be filed if there are adjustments to make. IR only want the return when information is being initially supplied or modified. The message “All monetary values are zero. Return cannot be extracted for E‐File without any values.” displays if there are no amounts entered. If the return has values, then the Return update window displays with the checkbox Extract this return for E‐File transmission to IRD?

The IR215 Adjust your Income return questions 24‐26 only need to be completed when there is major shareholding in a close company on the last day of the company’s income year. Questions 27‐29 need to be completed if the dependent children of the major shareholder have attributed income. The percentage fields have been modified. Question 25 will only accept a value between 10.00 and 100.00 percent. Question 28 will only accept a value between 0.00 and 100.00 percent.

New return type IR833 – Property Sale Information

The IR833 Property Sale Information return is for declaring information on property sales.

You need to complete an IR833 return if you have entered taxable property sales in the Other Income field of a tax return. Complete a separate IR833 for every property that matches the criteria.

You can submit multiple IR833 returns for the same IRD number. An IR833 will be available by default for all applicable return types. To add a second or subsequent IR833:

1. Select an existing IR833.

2. Select Edit > Add IR833 or right‐click and select Add.



To help differentiate between multiple IR833, the first few characters of the address will display after the year. The full address will be visible when you hover over a particular IR833, for example:

Note: The address field can only hold 30 characters per Inland Revenue's specifications.

Complete the form for all types of taxable property sales, not just those where the bright line test applies. The bright line test determines whether residential sales of properties purchased on or after 1 October 2015 and sold within two years are taxable.

If the sale of a property is recorded in the return as Business Income, you don’t need to complete an IR833.

For more information, refer to the IR833 guide or Inland Revenue’s website.

901 letters

From June 2016, Inland Revenue will be issuing IR901DL pre‐printed stationery for 901 tax letters dated April 2015. The remittance section starts at a lower point on the page on the latest stationery, so a new layout has been added to the Stationery options in Tax Management > Payments > Print 901 letters to handle this.

The default currently remains on the April 2009 layout option which is suitable for the October 2014 IR901DL pre‐printed stationery still in circulation. In a future release, the default will be changed to the April 2015 stationery, but if you start receiving April 2015 stationery before then, change the Stationery options setting before printing:

http://www.ird.govt.nz/property/property-selling/



Sending and receiving E‐file information by partner

A new feature in E‐file allows you to view the returns waiting to be sent to the Inland Revenue by a specific partner, send those returns, and view the received report(s) for the specific partner as well.

When you select All Partners, sending and receiving behaves exactly the same as it did before: all selected returns will be sent and all clients will be displayed in the reports.

E‐filing by partner

When you select All Partners in Show returns for on the main E‐file window, all returns that have been extracted for E‐file will display. The partners in the Show returns for picklist only shows the partners who have returns waiting to be e‐filed. Returns for clients with no associated partner can only be viewed when you select All Partners.

If the filter is on a specific partner, when you select Send, the only returns that will be sent are that partner’s returns that have Tran selected. Any other partners’ returns that have Tran selected will not be sent at the same time.

The last used filter will be remembered for each user and will be the default the next time you access E‐File.

Viewing E‐File reports by partner

When you view received reports, the report filter will default to the same partner as that on the main E‐file window. You can change it to another partner or All Partners, if required.

All partners are included in the picklist regardless of whether they have reports available. If a partner with no report data is selected, the message No reports exist for <partnername> displays.

If there are clients on the report for which the partner hasn’t been specified, or if a matching client can’t be found for the IRD number received, Unknown partner will show as an option in the partner picklist after the report has been previewed for a specific partner. The following message also displays:



Some Tax Agent Managements Services (TAMS) reports cannot be associated with a specific partner due to the way the content is received, in this instance the report information will only appear when you select All Partners.

When you close the reports dialog after viewing the reports, the message that prompts you to delete the report will now display based on the partner filter selection when the report was last previewed.

If All Partners was selected when the report was run, the following message will display when you close the preview:

If you click Yes, all reports for all partners will be deleted.

If a specific partner was selected when previewing the report, that partners name will display in the delete message above, and only the reports for that partner will be deleted when you click Yes.

When a report is deleted, a copy of the report is kept in \DATA\TAXMAN\EFILEIN\Backup and the report is stamped with the date and time. When you delete the report for All Partners the naming convention will remain as it was (e.g. allcnf‐20160220141726.rpt). When you delete a report for a specific partner, the employee code of the partner will be added to the report name (e.g. allcnf‐20160220141726‐ab1.rpt).


Resolved issues

The following issues have been resolved in MYOB AO Classic 19.0.0:

Clients

The First Return Year and Last Return Year fields in Clients > Tax tab now goes up to 2020. This change was previously made available in KB 37455.

Tax

Values in the Refund tab will no longer be removed when the return is exited, when the refund amount is a result of a transfer from another return.

The Payment Summary report will now display a transfer to next year from another return correctly. A previous display issue caused the transfer to appear twice.


Hints and tips

Tax

If 2017 is not displayed, or if you want to change the range of years that are displayed on the main By Client view in Tax Preparation, select Tools > Options > Tax > Tax returns and change the values in the Tax Years From/To fields. These are marked in the screenshot below.

This updates the visible years for both the Tax Preparation and Tax Management By Client views, as shown in the following screenshot.


Technical support

Phone support

Call 0800 94 96 98 for all support queries, including installation help.

Logging a new support request

You can submit a support request by logging in to the client support website at my.myob.co.nz and clicking Create Support Request. A job reference number is emailed to you.

Updating an existing support request

You can view, update or close an existing request by logging in to the client support website at my.myob.co.nz. Go to the Support menu and choose Support Requests. A list of current requests logged by your company is displayed. Click the Reference No. for the request you want to update. When you have made your changes, click Update.

Online Help

The online help included with MYOB AO Classic will help you use the software. To access help while using your software, go to the Help menu or press [F1] in any window.

Knowledge Base

For up‐to‐date information on issues related to this release, log in to my.myob.co.nz and click Knowledge Base.

eBulletin

Our regular eBulletins include essential information about our products. If you have already notified us of your email address, we will send your eBulletin via email. You can sign up for eBulletins by updating your profile.

To update your profile, go to my.myob.co.nz and click the Edit my profile link in the My Details box on the home page.

http://my.myob.co.nz





Troubleshooting assistant

Use the following as a guide to assist with any errors encountered when installing the update. If problems persist please contact our Technical Support Team, see “Technical Support" on page 11.

Note: Support agreement Please note that some problems are outside the scope of our support agreement and cannot be resolved by our technical support team. In these cases, it may be necessary to enlist the help of your local IT professional.

If experiencing problems, check the following:

Solutions to most problems can be found at myob.co.nz/websupport. The online Knowledge Base is updated regularly to assist you in finding answers to most problems.

In the Device Manager tab (right‐click on My Computer and select Properties), check that there are no yellow exclamation marks. Resolve conflicts before proceeding.

Check that Font Size is normal — Right‐click on the Windows Desktop, go to the Properties > Appearance tab.

Check drive mapping — All workstations should be using the same drive letter to access the MYOB folder on the server, e.g. F:\ drive.

Log on with Administrator privileges on every Windows 7 or Windows 8 computer that you are updating.

If you encounter an error when the *.OCX files are being installed, click OK and start the installation again.

If you encounter an error when the fonts are being installed, click OK and go to Control Panel > Fonts. Remove FOXPRINT.TTF if it exists, then reinstall from fonts in the AO CD, using the File menu > Install New Font. Start the install again.

Try updating manually — In Windows Explorer, select the X:\MYOBAO folder (where X is the mapped network drive), and double‐click the setup.exe file.

http://myob.co.nz/websupport

nz ao release notes - myob...myob ao classic | version 19.0.0 release notes | 7 sending and...

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