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How do I give Balance Tax access to my MYOB file?

Diana avatar
Written by Diana
Updated over a year ago

We are thrilled to be on board as your trusty accountants!πŸŽ‰ Adding us to your MYOB file only takes 3 minutes tops. We have included a Video Tutorial and a Step by Step Guide below to make the process easy.

Video Tutorial:

Here's a 2 minute video from MYOB on how you give Balance Tax access. 😎

To invite us to your MYOB file, please add Diana at [email protected] as an Administrator so we can add our team (please make sure to follow every step as shown below). ​

Step By Step Guide:

  1. Log in to your MYOB file as an administrator.

  2. Click the Settings cog (βš™οΈ), then select Users and permissions.

  3. Click Create user.

  4. Enter Diana Todd for the name, and [email protected] as the email address.

  5. In the Access section, select Administrator.

  6. Click Save and send invitation.

There you have it! ✨ Let us know once you've sent the invite. Easy peasy! 😍

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