Forum Discussion

Justine2025's avatar
Justine2025
Contributing User
5 hours ago
Solved

Default settings for tax inclusive/tax exclusive field

 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 whereb...
  • Princess_R's avatar
    Princess_R
    5 hours ago

    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

Princess_R's avatar
Princess_R
MYOB Moderator
5 hours ago

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

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