Extracting useful information for tax returns

[David T.]

Ah yes. The Account Summary is meant to give you current balances--hence the lack of starting dates. It's giving you the current balances. Pretty much every other report gives you the option to select start and end dates. I actually use two reports for my taxes: the TXF report, and a second transaction report with the account detail of most of the tax-important accounts. Mostly, I want to be able to show to my accountant the specific transactions for expense accounts.

David

--- On Sun, 4/5/09, Grant <emailgrant at gmail.com> wrote:

> From: Grant <emailgrant at gmail.com>
> Subject: Re: Extracting useful information for tax returns
> To: gnucash-user at gnucash.org
> Date: Sunday, April 5, 2009, 8:10 AM
> > I haven't seen that anywhere. Every report options
> tab I see has both start and end dates under the General
> options tab. What report are you running?
> >
> > David
> 
> I was looking at the Account Summary report.  It looks like
> the Tax
> Report lets you choose start and end dates though.
> 
> Thanks,
> Grant
> 
> 
> >> > I simply set my accounts up with the Tax
> Option
> >> settings and then run the TXF report. That report
> defaults
> >> to the last calendar year.
> >> >
> >> > You can always take any report and modify its
> settings
> >> so that it includes the accounts you want and the
> date
> >> ranges you need. The Gnucash Way is that you first
> open the
> >> report, and then you change the options from the
> button on
> >> the toolbar.
> >> >
> >> > If you have a report you're really
> attached to,
> >> change its name, and you can then save it as a
> custom
> >> report.
> >> >
> >> > HTH,
> >> > David
> >>
> >> Thanks David, I will fill out that Tax Option
> info.
> >>
> >> With the report dates, it only asks me for an
> ending date,
> >> and I can
> >> see that the totals it gives me are calculated
> from the
> >> beginning of
> >> the accounts.  How do you enter a starting date
> for a
> >> report?
> >>
> >> - Grant
> >>
> >>
> >> >> My gnucash file includes a few years
> worth of
> >> transactions,
> >> >> and I
> >> >> can't find a way to get only 2008
> information
> >> so I can
> >> >> use it to file
> >> >> my taxes.  How are people doing this?
> >> >>
> >> >> - Grant
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