How this usually works
A quality myob file review starts with a short discovery call and secure file access (or read‑only invite). We confirm your structure, MYOB product, add‑ons, deadlines and the symptoms you’re seeing (for example, BAS not matching, payroll errors, or unreconciled bank accounts).
The review then moves through these layers:
- Diagnostic: Chart of accounts and tax code map, bank/clearing reconciliations, lock dates, opening balances, retained earnings, and file version.
- Compliance checks: GST/BAS coding (freight, capital, GST‑free), PAYG W, STP Phase 2 categories, super settings, leave accruals, payroll clearing, and EOFY finalisation status.
- Operational review: Bank feeds integrity, bank rules, duplicate contacts, inventory negatives, jobs/projects, and third‑party integrations.
- Action plan: Priority fixes with estimated effort, BAS amendments if needed, and recommendations for process and controls.
Australian context to keep in view
- GST and BAS: Ensure tax codes are correct (GST, FRE, N-T, CAP, EXP) and that BAS aligns with MYOB GST Summary/Detail reports.
- Payroll and STP 2: Map pay items to ATO reporting categories, confirm super guarantee rates, salary sacrifice, and termination settings. Check EOFY finalisation.
- ATO timelines: BAS/IAS cycles, super due dates, TPAR where relevant, and year‑end adjustments. Lock dates after each lodgement.
- Products matter: MYOB AccountRight versus MYOB Business (Essentials) behave differently for inventory, jobs, and reporting—your review should reflect this.
Common issues a MYOB file review uncovers
- Bank or clearing accounts not reconciling; suspense and payroll clearing left with balances.
- GST coded to the wrong tax codes (e.g., GST on GST‑free income, capital purchases treated as expenses).
- BAS figures don’t match MYOB GST Summary/Detail or general ledger.
- Payroll items not mapped to correct STP 2 categories; super guarantee or PAYG W out of sync.
- Negative or mis‑costed inventory; jobs/projects not closing; duplicated contacts and items.
- Bank feeds missing periods or duplicated transactions; broken rules causing mis‑postings.
- Opening balances and retained earnings incorrect; no lock dates and changed historical data.
Each issue is documented with the impact and a recommended, auditable fix so your next BAS and payroll cycle are reliable.
What to compare before you commit
Scope
Confirm the review includes reconciliations, GST/BAS mapping, payroll/STP, super, bank feeds and a written action plan—not just a quick look.
Software fit
Ensure experience with your version (AccountRight vs MYOB Business), your add‑ons, and your bank feeds. Ask for examples of similar fixes.
Turnaround and communication
Agree on timeframes, how findings are shared, and how urgent BAS or payroll issues are prioritised during lodgement windows.
Commercial fit
Compare fixed‑fee diagnostics versus hourly cleanup, any BAS amendments costs, and options for ongoing MYOB bookkeeping or training.
Deliverables you can expect
- File health report with a traffic‑light list of issues affecting BAS, payroll, and management reports.
- Reconciliation status for banks, payroll clearing, super payable and GST control accounts.
- Payroll/STP 2 findings and a correction plan for categories, pay items and leave.
- Recommended journal entries and BAS adjustments (if required), with references.
- Process improvements for bank feeds, lock dates, approvals, and documentation.
If you decide to proceed, we can complete the clean‑up, hand over to your internal team, or provide ongoing MYOB bookkeeping and BAS agent support.
Best next steps
List your symptoms and deadlines first (for example, “BAS overdue and bank not reconciling” or “STP errors and super behind”). Then choose the right pathway: targeted review and fix, full MYOB clean‑up, or migration and setup if MYOB is no longer the right fit.
Useful related pages:
- MYOB Clean Up Services for backlogs and historical corrections.
- MYOB Payroll Help for STP, super and leave issues.
- MYOB Migration Services if you’re moving between systems.
- MYOB Set Up Services for a fresh start with the right settings.
Frequently asked questions
What does myob file review usually involve?
A MYOB file review typically includes a diagnostic of your chart of accounts and tax codes, bank and clearing account reconciliations, BAS/GST checks, payroll and STP Phase 2 review, super and leave settings, bank feed integrity, inventory and job tracking tests, lock dates and year‑end balances, plus a written action plan. We work across MYOB AccountRight and MYOB Business (Essentials).
How do I know if this service suits my business?
You likely need a MYOB file review if BAS figures don’t match MYOB GST reports, payroll/STP keeps erroring, bank accounts won’t reconcile, inventory goes negative, super or PAYG W are out, or reports feel unreliable. It also suits you before a migration, an audit, finance raise, or when taking over a file from another provider.
What should I compare before choosing a provider?
Compare scope (what will be checked and fixed), experience with your MYOB product and add‑ons, turnaround time, how they document findings, pricing model, ATO/BAS agent registration and payroll expertise (STP 2, super guarantee), plus how they communicate during busy BAS and EOFY periods.
What should I read next?
If you need hands‑on help, see MYOB Clean Up Services and MYOB Bookkeeper. For payroll issues, read MYOB Payroll Help. If you’re moving platforms, see MYOB Migration Services and MYOB Set Up Services. Or start at the MYOB Accountant page to compare pathways.