MYOB Accountants Office Tax – 2026 Year End Rollover Questionnaire

Contact Details

Company Name

Contact Name

Contact Email

Out of Hours Contact Number

MYOB Client ID

Software Version Information

Prior to installing the current version of MYOB Tax, the following products MUST be installed to particular versions. Please confirm the version of each product.

If you require help with this, please don’t hesitate to contact support on 1300 798 717, or log a job on our helpdesk by email to helpdesk@sbsystems.com.au.

Product	Minimum Release	Installed Release
AO Tax	2025

Tax System Information

We need to collect some information about your Tax system. Please complete all the questions in the following table. This information is required to perform a successful Tax upgrade. Again, if you require help with this, please don't hesitate to contact support on 1300 798 717, or log a job on our helpdesk by email to helpdesk@sbsystems.com.au.

Question

Answer

What is the name of the server your MYOB system is installed on?

Have you excluded any returns from the Rollover Process?

You are aware that if a user should try and access the system during the upgrade process, this WILL CORRUPT the entire Tax system. This will require a complete restore and re-upgrade. The time required to do this will be an additional charge.

If you have not run the Flexi report to see if any returns have been excluded, please do this now!

Default Settings

For those Agents who might want to have the Client Copy of the return, its schedules and worksheets signed by the taxpayer on each page, two checkboxes are available in the Defaults tab of the Control record and Tax Agent record. When ticked, the header of each page will contain a signature and date block.

This functionality is disabled by default, after the upgrade.

I want the signature and date blocks enabled for Trusts, Companies and Partnerships. I want to leave the signature and date blocks disabled for Trusts, Companies and Partnerships.

I want the signature and date blocks enabled for Individual Returns. I want to leave the signature and date blocks disabled for Individual Returns.

MYOB AO

After the completion of the installation of most recent version of AO Tax, a workstation installation will need to be performed on EVERY workstation. Smart Business Systems can assist with this installation, however, it most likely CAN NOT be performed remotely. The workstation update can be run from the MYOB AO network drive. This is normally M:\MYOBAO\AOSQL\WorkstationInstall\Setup.exe

I Understand that I will need to install the workstation update

This concludes all the information required to perform a successful Tax upgrade and rollover to the 2025 accounting year. Should you have any further questions, please don’t hesitate to contact us on 1300 798 717 or email helpdesk@sbsystems.com.au

Scope of Works Disclaimer

Smart Business Systems can only perform a Tax upgrade and rollover based on the information provided by you, the client. Should incorrect or improper information be provided, Smart Business Systems will not be held accountable for an incorrect upgrade and or rollover. Likewise, should your software require additional upgrades or changes, due to not being on the latest release versions, this will incur additional charges. In the event a user should try and access the system during the upgrade process, it WILL CORRUPT the entire Tax system. This will require a complete restore and re-upgrade. The time required to do this will be an additional, per hour, charge.

I understand and agree to the above disclaimer and scope of works

Name

Position

Date

Sign Here

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