Forum Discussion

Jenny-Accounts's avatar
Jenny-Accounts
Experienced Cover User
5 years ago

MYOB Tax Code Problem - Field allows you to save a blank code

I am using AccountRight Premier AU 2020. 1. 0 online.   I accidentally came accross a sale transaction from last quarter in which has a blank tax code on a transaction line.  This should have been ...
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi Jenny-Accounts 

     

    Thanks for your post. When recording sales through Enter Sales the Tax code field is prefilled based on either the Customer's Tax Code, the item's tax code or the tax code linked to the income account. Income accounts and items cannot be saved without tax codes. This does mean that the field will always be prefilled and the tax code would need to be manually deleted from the sale prior to recording. 

     

    As part of month-end procedures we do recommend running the Company Data Auditor which does check for Tax code exceptions and runs the Tax code exception report. This checks for not only missing tax codes but for any tax codes that have been changed so that you can confirm those changes are correct.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff

Hi Jenny-Accounts 

 

Thanks for your post. When recording sales through Enter Sales the Tax code field is prefilled based on either the Customer's Tax Code, the item's tax code or the tax code linked to the income account. Income accounts and items cannot be saved without tax codes. This does mean that the field will always be prefilled and the tax code would need to be manually deleted from the sale prior to recording. 

 

As part of month-end procedures we do recommend running the Company Data Auditor which does check for Tax code exceptions and runs the Tax code exception report. This checks for not only missing tax codes but for any tax codes that have been changed so that you can confirm those changes are correct.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Jenny-Accounts's avatar
Jenny-Accounts
Experienced Cover User
5 years ago

Hi Tracey_H 

 

Thank you for your response.  I do understand, and know that the Tax codes are automatically filled.  The issue is, if you accidentaly click into the field and press the space bar or delete button, and delete the TAX code, you are not warned, nor are forced to enter a code before saving the bill or sales invoice.  

 

Under no circumstances should you be allowed to save a line without a tax code.  This is a shortfall in MYOB, and needs to be fixed, their should be an 'inbuilt' control in the data entry forms to force a  'valid' TAX code.  Otherwise, the integrity of the GST /  BAS is compromised.  This is a Quality Assurance issue and would appreciate it if you could log it as an 'high prioirty' fix/enhancement with the development team.

 

Regards

Jenny

 

 

  • SharonSL's avatar
    SharonSL
    Trusted Cover User
    5 years ago

    Hi Jenny,

     

    I just came across this exact same issue and am in 100% agreement with you.  Myob shouldn't allow an invoice/purchase to be recorded without a tax code entered.  

     

    The only consolation is that we can pick it up when running through the Company Data Auditor however by that stage it's extremely annoying to find it that late and then have to reprint the other relevant reports.  

     

    Cheers,

    Sharon

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      5 years ago

      Hi SharonSL 

       

      Thank you for your feedback. This has been passed onto the relevant team.

       

      If there is anything I can help with please do let me know.

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi Jenny-Accounts 

     

    My apologies for the delay in replying. Thank you for your feedback regarding this, I have discussed it with the relevant team.

     

    Please let me know if you need further help.

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