Re: [GNC] Sending data to my accountant

[Mike or Penny Novack]

On 4/7/2018 7:23 PM, Liz wrote:

ph hermes wrote:

since i have a lot of irrelevant transactions in my account, i prepare
reports that affect my taxes. i have a couple of businesses so i like to
separate them from each other. then i save the reports as pdf files and
send those to my accountant with any cover letter/ extra info.

 ph

People should keep in mind that the format into which you export gnucash 
reports and the format in which you send to an accountant (or present to 
a board) need not be the same.


None of the boards (of the organizations for which I keep books) are 
presented the raw reports as produced by gnucash. I use the DATA of 
those raw reports to produce the finished product. Not really more work 
because that means that I don't have to make the reports exclude 
extraneous data (data that is historical). For example, for the 
organizations that have interns, vendors paid in some previous period, 
etc. there is no reason the board wants to see all these accounts in a 
current report (with the amounts all zero for THIS period). Just as easy 
to remove these in the after edit as to exclude when running the report.


Thus if the accountant wanted reports in PDF, and assuming you have the 
capability to create a PDF from something else, that is simply an after 
step.


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
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: [GNC] Sending data to my accountant

[Liz]

ph hermes wrote:
> since i have a lot of irrelevant transactions in my account, i prepare
> reports that affect my taxes. i have a couple of businesses so i like to
> separate them from each other. then i save the reports as pdf files and
> send those to my accountant with any cover letter/ extra info.
>
> ph
>
I have used that approach for some years, but am interested in the new
feature of Gnucash 3.0 which would allow csv export. I will trial both
with my accountant, and see what she requires and prefers.

Liz



___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[ph hermes]

since i have a lot of irrelevant transactions in my account, i prepare
reports that affect my taxes. i have a couple of businesses so i like to
separate them from each other. then i save the reports as pdf files and
send those to my accountant with any cover letter/ extra info.

ph


~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:
writer ~:~ photographer ~:~ book designer
resident manager
paulahendricks.com

On Fri, Apr 6, 2018 at 11:44 AM, Christian Kluge 
wrote:

> Dear Ian,
>
> Am 05.04.2018 um 11:29 schrieb Roache Ian:
> > What is the best way to get my gnucash data to my accountant for him to
> check and prepare my tax return? Is there a way I can do this if he doesn’t
> have the gnucash platform?
>
> In the newest version 3.0 you have to ability to export all transactions
> into a CSV file via the file menu.
>
> It’ll be easier for your accountant because he’ll can just open your
> file as a spreadsheet and doesn’t have to copy information manually.
>
> And every decent professional accounting software should be able to
> import custom CSV files.
>
> Regards
>
> Christian
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -
> 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
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[Christian Kluge]

Dear Ian,

Am 05.04.2018 um 11:29 schrieb Roache Ian:
> What is the best way to get my gnucash data to my accountant for him to check 
> and prepare my tax return? Is there a way I can do this if he doesn’t have 
> the gnucash platform?

In the newest version 3.0 you have to ability to export all transactions
into a CSV file via the file menu.

It’ll be easier for your accountant because he’ll can just open your
file as a spreadsheet and doesn’t have to copy information manually.

And every decent professional accounting software should be able to
import custom CSV files.

Regards

Christian

___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[Nelson Handcock]

Fair enough. It's just that in my experience the reports that GNucash
generate are normally saved a PDF files, so you can't easily cut and paste
information from them to use in a spreadsheet.



Thanks & Regards,

Nelson Handcock
0409 149919

http://www.linkedin.com/in/nelsonhandcockaustralia

On Fri, Apr 6, 2018 at 9:51 AM, Rich Shepard 
wrote:

> On Fri, 6 Apr 2018, Nelson Handcock wrote:
>
> Most accountants that are familiar with computer-based accounting systems
>> should have little trouble figuring out how to get the information they
>> need from a copy of your file
>>
>
>   It all depends on where you live. Here in Oregon accountants must use
> proprietary tax preparation software (all requiring Microsoft, of course).
>
>   I send my accountant the balance sheet and income statement as PDF
> attachments to an e-mail message for business taxes. For personal I add the
> trial balance report so she can extract deductible expenses more easily.
> We've been doing this for years.
>
> Rich
>
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -
> 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
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[Rich Shepard]

On Fri, 6 Apr 2018, Nelson Handcock wrote:


Most accountants that are familiar with computer-based accounting systems
should have little trouble figuring out how to get the information they
need from a copy of your file


  It all depends on where you live. Here in Oregon accountants must use
proprietary tax preparation software (all requiring Microsoft, of course).

  I send my accountant the balance sheet and income statement as PDF
attachments to an e-mail message for business taxes. For personal I add the
trial balance report so she can extract deductible expenses more easily.
We've been doing this for years.

Rich

___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[Nelson Handcock]

The gnucash platform is free to download and install, so when my accountant
had the same issue I suggested he installed gnucash, and then I just sent
him a copy of my gnucash file.

Most accountants that are familiar with computer-based accounting systems
should have little trouble figuring out how to get the information they
need from a copy of your file

Hope this helps.


Thanks & Regards,

Nelson Handcock
0409 149919

http://www.linkedin.com/in/nelsonhandcockaustralia

On Fri, Apr 6, 2018 at 5:27 AM, Geert Janssens 
wrote:

> Op donderdag 5 april 2018 11:29:09 CEST schreef Roache Ian:
> > What is the best way to get my gnucash data to my accountant for him to
> > check and prepare my tax return? Is there a way I can do this if he
> doesn’t
> > have the gnucash platform?
>
> The best way is probably to generate the reports your accountant requires
> and
> save/print them for your accountant.
>
> The option are to Export as pdf, or copy the report (which is in html) to
> excel or libreoffice calc where you can post-process the data before
> sending
> it to your accountant.
>
> Geert
>
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -
> 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
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: Sending data to my accountant

[Geert Janssens]

Op donderdag 5 april 2018 11:29:09 CEST schreef Roache Ian:
> What is the best way to get my gnucash data to my accountant for him to
> check and prepare my tax return? Is there a way I can do this if he doesn’t
> have the gnucash platform?

The best way is probably to generate the reports your accountant requires and 
save/print them for your accountant.

The option are to Export as pdf, or copy the report (which is in html) to 
excel or libreoffice calc where you can post-process the data before sending 
it to your accountant.

Geert


___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Sending data to my accountant

[Roache Ian]

What is the best way to get my gnucash data to my accountant for him to check 
and prepare my tax return? Is there a way I can do this if he doesn’t have the 
gnucash platform?

TIA
Ian
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see 
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.