Importing Tax Codes from MYOB Desktop

Adding Tax Rates to invitbox

Before a bill can be exported from invitbox, we will need to know what Tax Rates you use in your MYOB Company File. This can be achieved by exporting your Tax Rates from MYOB and then uploading them into invitbox.

Once your Tax Rates have been captured in invitbox you will need to select a Default Tax Rate for taxable items, and a default Tax Rate for non-taxable items.

Importing Tax Rates into invitbox

The process to export your data will depend upon which version of MYOB you are using :

Exporting Tax Rates from AccountRight Standard Edition

• click on File, then Import/Export Assistant
• select Export Data and click Next >
• select Tax Code List, then Non-Consolidated Codes and click Next >
• select Tabs, then tick the box labelled Include field headers in file and click Next >
• use the Add > button to move the Tax Code, Description and Rate to the Fields to Export, ie.

  

• click Export and save the export file to your PC or Mac – remember where you saved the file because you will need it in the next step

Exporting Tax Rates from AccountRight Plus Edition

• click on File, then Export Data, then Tax Code List, thenNon-Consolidated Code
• select Tab-delimited, then Header Record and clickContinue
• in the table labelled AccountRight Plus fields, click on Tax Code, then Description, then Rate, ie.

  

• click Export and save the export file to your PC or Mac – remember where you saved the file because you will need it in the next step
• click on the Browse button and locate the file you created above
• click on the Upload button
• click on "Yes" when asked if your file contains a header row

 

In invitbox

• click on the Browse button and locate the file you created above
• click on the Upload button
• click on "Yes" when asked if your file contains a header row