When your Drum account is connected to MYOB, you can refresh tax rates from the tax rates page. Use this after tax codes change in MYOB, or if a code you need is missing from invoice or cost line pickers.
Before you begin
Your Drum account must already be connected to MYOB. You need the Create Finance permission, which opens the tax rates page and lets you run the sync.
Sync MYOB tax rates
Open Settings, then open Tax Rates (under finance settings).
Select Sync MYOB Tax Rates.
Drum shows a message that tax rates are refreshing from MYOB. The sync runs in the background, so give it a minute, then reload the page.
Check the list for the codes you expect, including GST-related codes and any purchase-only codes such as import duty, withholdings tax, or no ABN/TFN.
Drum imports active MYOB tax codes and updates matching rates already in your account. On first connection Drum also imports tax codes automatically; use the button whenever you need a fresh pull.
If the sync fails
If Drum shows "No finance integration found", connect MYOB from Integrations and try again.
If the codes you expect still aren't there after a reload, wait a minute and reload again. If they never show up, check the MYOB connection is still authorised on Integrations (reconnect if it isn't), then select Sync MYOB Tax Rates again. If that doesn't fix it, contact Drum support with the time you tried.
Related
For which codes appear on invoices versus costs, and how Drum chooses a default when creating a MYOB customer card, see MYOB tax codes on invoices and costs.