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Default Tax Zone on Opportunities for prospects

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

Build 2021.117.400.6951 [21.117.0037] onward.

In MYOB Advanced, the default Tax Zone that will be assigned to a document such as Sales Order, Purchase Order, AR Invoice, AP Bill, etc. comes from the Customer, Supplier record, or Customer and Supplier location record.

However, for prospects (Business Accounts of type Prospects), because they are not yet created as a Customer or a Supplier, when you create an Opportunity for these prospect, the Tax Zone value does not default to the Opportunity. If not careful, your opportunity might have an incorrect tax calculation, or no tax at all, because of the missing Tax Zone.

However, if your company/branches only work with local Business Accounts, you can set up a default Tax Zone in the Company/Branch screen, such as below:

 

When you create an Opportunity for a Prospect Business Account, the Tax Zone will be defaulted to the Opportunity.

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