Michael, The tax report is different from every other report; it loads account data directly upon running. This is due to the fact that it relies on the user pre-assigning accounts (Phyllis's categories) to tax lines in advance.
Otherwise, your advice is spot on. David T. On Jan 15, 2023, 2:34 AM, at 2:34 AM, Michael or Penny Novack <stepbystepf...@comcast.net> wrote: >On 1/14/2023 4:49 PM, Phyllis Bruce wrote: >> Okay, I can't stand it anymore. I don't know what ubuntu is, or >flatpak, >> or a host of other terms you use. I run windows and the latest >version. >> Embarrassed that I've not looked to documentation, but would that >help me >> or do I need to know? >> >> I will go to documentation to learn about the tax report. There is >> obviously something I'm not seeing but I did notice that when I chose >> "Report Options" Start and end of accounting period, last year I got >one >> expense category for 2022. I have so far been unable to add other >income >> or expense categories. I know it's in the documentation and I will >find it. > >a) It might be slightly counterintuitive, but with gnucash you first >run >a report and THEN (once the report exists) get to edit the report >(select desired options. What I suggest, if new to gnucash, for each >report you plan to run, try it (tell gnucash to run the report) and >then >use edit => report options to set all the options you want (for >example, >the effective date(s) of the report. > > I strongly suggest (whenever dates are involved) that you use >explicit dates instead of things like "current accounting period" >because what THAT is will depend on the "real time" of when you are >running the report. Thus if on New Year's Eve I ran a report for >"current accounting period" I would get the report for 2022 but if I >ran >it tonight I would not. Since you mention the Tax Report, if I ran >that, >I would NEVER expect to be running it for the "current accounting >period" > >b) What do you mean by the term "category". Because some other popular >software (not double entry bookkeeping) might use this term in a >particular way does not mean that gnucash does. > >Michael D Novack > > >_______________________________________________ >gnucash-user mailing list >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >----- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
