r19732 - gnucash-docs/trunk/help/C - Update Reports section of help manual to reflect enhanced tax report.

[J. Alex Aycinena]

Author: alex.aycinena
Date: 2010-10-29 21:55:55 -0400 (Fri, 29 Oct 2010)
New Revision: 19732
Trac: http://svn.gnucash.org/trac/changeset/19732

Modified:
   gnucash-docs/trunk/help/C/Help_ch_Reports.xml
Log:
Update Reports section of help manual to reflect enhanced tax report.

Modified: gnucash-docs/trunk/help/C/Help_ch_Reports.xml
===================================================================
--- gnucash-docs/trunk/help/C/Help_ch_Reports.xml	2010-10-30 01:30:56 UTC (rev 19731)
+++ gnucash-docs/trunk/help/C/Help_ch_Reports.xml	2010-10-30 01:55:55 UTC (rev 19732)
@@ -35,8 +35,7 @@
      <sect1 id="report-general">
       <title>General Reports</title>
 
-       <para>The General Reports includes the Tax Schedule Report and TXF Export, the Account
-        Summary and the Transaction Reports and also the reports in the Sample &amp; Custom menu.</para>
+       <para>The General Reports include the Account Summary Report, Custom Reports, the Tax Schedule Report and TXF Export, and the Transaction Report and also the reports in the Sample &amp; Custom menu.</para>
 
         <itemizedlist>
          <listitem>
@@ -44,17 +43,18 @@
          </listitem>
 
          <listitem id="report-taxreport">
-          <para>Tax Schedule Report and TXF Export: The income tax schedule report is used
-           to export all tax related Income and Expenses to a TXF (Tax eXchange Format) file.
-           This is in addition to the HTML format that all reports allow. The TXF file can
-           be imported into tax filing programs such as TaxCut or TurboTax.</para>
+          <para>Tax Schedule Report and TXF Export: The tax schedule report lists all taxable income and deductible expense amounts used in the preparation of US Income Tax returns. The purpose of the report is to provide a complete audit trail for these amounts. The report is intended to be used by a tax payer to manually prepare his or her own tax return, or alternatively, to be provided to a tax preparer for that purpose. The report can also be used to generate an export of all tax related income and expenses to a TXF (Tax eXchange Format) file (this is in addition to exporting to the HTML format that all reports allow). The TXF file can be imported into tax filing programs such as TaxCut or TurboTax. The report should be run, inspected carefully for errors or omissions, and then corrections made to transactions, report settings, currency conversion rates or the account structure as needed. This process should be repeated as often as needed until all the amounts on the report are correct before a final version is used and saved along with the tax returns.</para>
 
+          <para> For accounts specified in the report options (none = all) that are also flagged as 'tax-related', all transactions for the time period selected (also in the report options) are included. The report sorts transactions by date within account providing subtotals by account within tax code within Form or Schedule line number. Support is also provided for multiple copies of and for sub-line items for selected Forms/Schedules. Optionally uses special date processing to include federal estimated tax payments after year end.</para>
+
+          <para>All totals are in USD since this is the currency required for filing US Income Tax returns. Non-USD transaction amounts are converted to USD using the transaction conversion rate to USD, if available. If not, a conversion rate from the price database is used (either the date nearest the transaction date or nearest the report date as specified in the report options; if none is available, transaction amounts are converted to zero and the report provides a comment accordingly). A complete audit trail of conversions is provided.</para>
+
           <note><para>For this to work, the user has to segregate taxable and non taxable
            income to different accounts, as well as deductible and non deductible expenses.
            The Income Tax Information dialog is used for this. To access the Income Tax
            Information dialog go to <guimenu>Edit -&gt; Tax Report Options</guimenu>. The user
            also must set the TXF category of each tax related account. The Income Tax
-           Information dialog is described in the Setting Tax Report Options section.</para></note>
+           Information dialog is described in the <xref linkend="set-tax-options"></xref> section.</para></note>
 
          </listitem>