Default settings for tax inclusive/tax exclusive field

Question

We've noticed that the setting for the Tax inclusive/Tax Exclusive tick box will be taken from the last recorded transaction.

Is there any way we can fix this because we've had instances whereby our quotes/invoice have been listed as tax inclusive instead of tax exclusive as a result.

Princess_R · Accepted Answer

Hi @Justine2025,

Thanks for checking in. It’s definitely not ideal when quotes or invoices are created with the wrong tax treatment. At the moment, MYOB doesn’t have a separate setting to permanently default quotes or invoices to Tax exclusive, as Tax inclusive is currently the default option. It’s best to review the tax treatment before saving each invoice or quote.

If you’d like to see an option to set your preferred tax treatment as the default for all transaction types, I’d suggest posting the idea on our Ideas Exchange. Other users can support the request through their votes, helping our product managers consider it for possible future updates.

Cheers,

Princess