Importing Tax Codes from MYOB Desktop
Adding Tax Rates to Lightyear
Before a bill can be exported from Lightyear, 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 Lightyear.
Once your Tax Rates have been captured in Lightyear 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 Lightyear
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,
- 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, then Non-Consolidated Code
- select Tab-delimited, then Header Record and click Continue
- in the table labelled AccountRight Plus fields, click on Tax Code, then Description, then Rate
- 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 Lightyear
click on the Browse button and locate the file you created above
click on the Upload button
Ensure your file has been set up in the correct format as per the tip provided above.
Follow the prompts as it will ask you:
- Does the uploaded file contain a Header row? Yes / No to a header row
- Select the File Format and then Confirm
Once the upload is complete you will see a summary table displayed. Your tax rates have now been successfully uploaded into Lightyear.
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