Re: [GNC] TAX Report WAS Re: reports not working unless exported

[Phyllis Bruce]

Thanks Tim.  I’m a Microsoft Money refugee and was even able to use reports 
from there when I was audited by the state!  GNC is similar in many ways and I 
will hope to use it with my tax accountant.  Now to set it up.  若
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Re: [GNC] TAX Report WAS Re: reports not working unless exported

[Timothy Quinn]

Just a side note to David T’s comments…

I find the TXF (tax format) report tremendously useful at tax time for my 
wife’s sole proprietorship, for which Gnucash is *the* source of the relevant 
information (income, expenses, etc.) rather than external systems. 

David is absolutely right about tax packages such as TurboTax having become 
more and more able to import data from external sources, but for my wife’s 
business our own record keeping in Gnucash *is* where that information comes 
from.

The TXF report is indispensable for us!

- Tim


> On Jan 15, 2023, at 12:48 AM, David T. via gnucash-user 
>  wrote:
> 
> Phyllis, 
> 
> Tommy is right. In order for the tax report to work, you must go to Edit->Tax 
> Report Options, locate each account in the left entry box, and enter the IRS 
> form and line for which the account is relevant in the right box. It is a 
> tedious process, but only has to be done once for a set of books (aside from 
> changes that must be made as you modify your account structures or the tax 
> code changes).
> 
> I did this many years ago, and have really liked the ability to get a quick 
> snapshot of my overall tax situation in one quick report. Back in the day, 
> you could use the report to populate several tax software packages (like 
> TurboTax), but in recent years, these programs import forms directly from 
> providers, rendering this aspect moot. But I still use this report regularly. 
> 
> When I set this up many years ago, it was necessary to assign each account 
> separately, as in you had to exit the dialog after every account assigned; 
> more recently, the interface has improved just a little bit, in that you can 
> assign multiple accounts to the same IRS line at one pass (helpful for 
> interest, dividend and capital gains accounts). But you cannot step through 
> all your accounts and assign tax options sequentially in the one dialog. I 
> don't know if this has changed, but I wouldn't expect it to have changed. 
> 
> David T. ​
> 
> On Jan 15, 2023, 1:36 AM, at 1:36 AM, Tommy Trussell 
>  wrote:
>> reply below
>> 
>> On Sat, Jan 14, 2023 at 3:49 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.
>>> 
>>> Thanks
>>> 
 
>>> 
>>> 
>> The tax report is more complicated, and in fact I have never used it.
>> But I
>> just created a new subject for this thread.
>> 
>> I believe you have to do quite a bit of setup to use the tax report --
>> you
>> have to identify the accounts that are relevant and you have to tag
>> each of
>> those accounts with the IRS form numbers.
>> 
>> I believe the report also works for the German equivalent of the US
>> IRS.
>> 
>> 
>> 
>> 
>>> 
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>>> 
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Re: [GNC] TAX Report WAS Re: reports not working unless exported

[Phyllis Bruce]

Thanks Alex, that is a neat feature and will be helpful as I slog through
the accounts.

>
> Also there is a column that can be displayed in the Account Hierarchy tab
> showing if a particular account is 'tagged' for the US Income Tax Report
> (use the large downward pointing arrow on the right to select to display
> it). This can be helpful if you want to scan quickly through accounts to
> see if all necessary accounts have been 'tagged' and no inappropriate ones
> have,
>
> Alex
>
>
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Re: [GNC] TAX Report WAS Re: reports not working unless exported

[Alex Aycinena]

On Sat, Jan 14, 2023 at 10:59 PM  wrote:

-- Forwarded message --
> From: "David T." 
> To: Tommy Trussell 
> Cc: Phyllis Bruce , Gnucash Users <
> gnucash-user@gnucash.org>
> Bcc:
> Date: Sun, 15 Jan 2023 09:48:25 +0300
> Subject: Re: [GNC] TAX Report WAS Re:  reports not working unless exported
> Phyllis,
>
> Tommy is right. In order for the tax report to work, you must go to
> Edit->Tax Report Options, locate each account in the left entry box, and
> enter the IRS form and line for which the account is relevant in the right
> box. It is a tedious process, but only has to be done once for a set of
> books (aside from changes that must be made as you modify your account
> structures or the tax code changes).
>
> I did this many years ago, and have really liked the ability to get a
> quick snapshot of my overall tax situation in one quick report. Back in the
> day, you could use the report to populate several tax software packages
> (like TurboTax), but in recent years, these programs import forms directly
> from providers, rendering this aspect moot. But I still use this report
> regularly.
>
> When I set this up many years ago, it was necessary to assign each account
> separately, as in you had to exit the dialog after every account assigned;
> more recently, the interface has improved just a little bit, in that you
> can assign multiple accounts to the same IRS line at one pass (helpful for
> interest, dividend and capital gains accounts). But you cannot step through
> all your accounts and assign tax options sequentially in the one dialog. I
> don't know if this has changed, but I wouldn't expect it to have changed.
>
> David T.
>
>

Also there is a column that can be displayed in the Account Hierarchy tab
showing if a particular account is 'tagged' for the US Income Tax Report
(use the large downward pointing arrow on the right to select to display
it). This can be helpful if you want to scan quickly through accounts to
see if all necessary accounts have been 'tagged' and no inappropriate ones
have,

Alex
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Re: [GNC] TAX Report WAS Re: reports not working unless exported

[Phyllis Bruce]

Tommy, thanks for the new thread.

On Sat, Jan 14, 2023 at 4:35 PM Tommy Trussell 
wrote:

> reply below
>
> On Sat, Jan 14, 2023 at 3:49 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.
>>
>> Thanks
>>
>>> 
>>
>>
> The tax report is more complicated, and in fact I have never used it. But
> I just created a new subject for this thread.
>
> I believe you have to do quite a bit of setup to use the tax report -- you
> have to identify the accounts that are relevant and you have to tag each of
> those accounts with the IRS form numbers.
>
> I believe the report also works for the German equivalent of the US IRS.
>
>
>
>
>>
>>> -
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
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Re: [GNC] TAX Report WAS Re: reports not working unless exported

[David T. via gnucash-user]

Phyllis, 

Tommy is right. In order for the tax report to work, you must go to Edit->Tax 
Report Options, locate each account in the left entry box, and enter the IRS 
form and line for which the account is relevant in the right box. It is a 
tedious process, but only has to be done once for a set of books (aside from 
changes that must be made as you modify your account structures or the tax code 
changes).

I did this many years ago, and have really liked the ability to get a quick 
snapshot of my overall tax situation in one quick report. Back in the day, you 
could use the report to populate several tax software packages (like TurboTax), 
but in recent years, these programs import forms directly from providers, 
rendering this aspect moot. But I still use this report regularly. 

When I set this up many years ago, it was necessary to assign each account 
separately, as in you had to exit the dialog after every account assigned; more 
recently, the interface has improved just a little bit, in that you can assign 
multiple accounts to the same IRS line at one pass (helpful for interest, 
dividend and capital gains accounts). But you cannot step through all your 
accounts and assign tax options sequentially in the one dialog. I don't know if 
this has changed, but I wouldn't expect it to have changed. 

David T. ​

On Jan 15, 2023, 1:36 AM, at 1:36 AM, Tommy Trussell  
wrote:
>reply below
>
>On Sat, Jan 14, 2023 at 3:49 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.
>>
>> Thanks
>>
>>> 
>>
>>
>The tax report is more complicated, and in fact I have never used it.
>But I
>just created a new subject for this thread.
>
>I believe you have to do quite a bit of setup to use the tax report --
>you
>have to identify the accounts that are relevant and you have to tag
>each of
>those accounts with the IRS form numbers.
>
>I believe the report also works for the German equivalent of the US
>IRS.
>
>
>
>
>>
>>> -
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
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