Quick answer: Use this checklist to prepare for a TAS readiness check or MYOB VMS setup review. It focuses on software workflow, data quality and practical next steps.
Business and MYOB file details
Gathering the basics makes the first conversation faster and helps TAS identify whether the next step is training, cleanup, demo or implementation support.
- Business name, contact person and phone or WhatsApp.
- Current MYOB product and number of company files.
- Number of users and locations involved in sales.
- Approximate invoice volume and customer-copy needs.
Sales, VAT and item workflow
A VMS preparation review should check the accounting workflow behind sales, not only the visible invoice screen.
- How sales, refunds, orders and customer deposits are entered.
- Whether VAT codes are used consistently.
- Whether items, services and customers are clean enough for daily use.
- Whether invoice output, reprint and search workflows are practical.
Training and support readiness
Even a good software path can fail if staff are not ready. TAS can help plan training and handover around the agreed MYOB-connected workflow.
- Who needs training before go-live.
- Who handles setup decisions and workflow approval.
- What support is needed after rollout.
- Whether custom reports, imports or integrations are also needed.