This reference describes how MYOB tax codes behave in Drum after import. Do not assume the same rules apply to Xero or QuickBooks.

When you connect MYOB, or when you select Sync MYOB Tax Rates on the tax rates page, Drum imports active tax codes from MYOB. Each code becomes a tax rate you can use on invoice and cost lines (subject to the rules below).

MYOB’s tax code type describes how tax is calculated. It does not, by itself, mean a code is only for sales or only for purchases. Drum therefore treats most GST-related codes as usable on both invoices (sales) and costs (purchases).

If a purchase-only code does not appear when you edit an invoice line, that is expected. Use it on costs instead.

When Drum creates a new customer card in MYOB for an invoice or credit note, it needs a default sale tax code (and freight tax code) on that card.

MYOB rejects input taxed codes as a customer card’s default sale or freight tax code, even though those codes can still be used on individual invoice lines.

Drum therefore skips input taxed codes when choosing the card default. It uses the first usable tax code from the invoice (or credit note) lines, then falls back to your account’s default income tax rate (usually GST) if needed. Line items keep the tax codes you selected on them.

After tax codes change in MYOB, refresh them in Drum with How to sync MYOB tax rates.