Import of Taxes: External Tax Provider

You can set up the synchronization of taxes if you use an external tax provider for automatic tax calculation and for tax reporting.

Configuration of Tax Synchronization for the External Tax Service

To set up the synchronization of taxes for an external tax provider, you need to perform the following general steps:

  1. Configure automatic tax calculation in the Shopify store. For information, see Tax services with Avalara AvaTax in the Shopify documentation.
  2. Configure the integration of MYOB Advanced with the external tax provider by using the same account as was used in the previous step. For instructions on how to integrate MYOB Advanced with Avalara AvaTax, see Integrating MYOB Advanced with External Tax Providers.
  3. Configure the synchronization of taxes with the Shopify store as described in the following section.

Tax Synchronization Settings

To set up the tax synchronization with the Shopify store, you specify the following settings on the Order Settings tab of the Shopify Stores (BC201010) form as follows:

  1. In the Order section, in the Order Type for Import box, select an order type for which the calculation of taxes has been disabled on the Order Types (SO201000) form.

    For information on disabling tax calculation, see Tax Application in Sales Documents.

  2. In the Taxes section, specify the following settings:
    • Select the Tax Synchronization check box.
    • In the Default Tax Zone, select the tax zone that you have configured for the external tax provider.
    • Select the Use as Primary Tax Zone check box.

    With these settings, the tax zone specified in the Default Tax Zone will always be used for tax calculation, which means that the taxes calculated by the external tax provider will be imported with the order. If the taxes in the imported order do not yet exist in MYOB Advanced, the system creates them on the Taxes (TX205000) form.

  3. In the Substitution Lists section, specify the substitution list that contains the mapping of tax categories in MYOB Advanced with the tax categories in the Shopify store in the Tax Category List box.

    For information about the use of substitution lists for the synchronization of taxes, see Import of Taxes: Substitution Lists.

Handling of Long Tax Names

If an external tax provider is used for tax calculation, sometimes tax names returned by the external tax provider can exceed the maximum allowed length of tax IDs supported by MYOB Advanced, (which is currently 60 characters). Long tax IDs are processed as follows:

  • If there is no hyphen in the tax ID, any characters that exceed the maximum length are truncated.
  • If there is a hyphen in the tax ID, the tax ID is processed as follows:
    • If the tax ID contains the word SPECIAL, the part of the ID to the right of the hyphen is used. Any characters that still exceed the maximum length are truncated.
    • If the tax ID does not contain the word SPECIAL, the part of the ID to the left of the hyphen is used. Any characters that still exceed the maximum length are truncated.