Tax-related checkbox

[Donald Allen]

On Wed, Mar 25, 2009 at 1:10 AM, David T. <sunfish62 at yahoo.com> wrote:

>
> Don--
>
> I was referring to the report entitled Tax Schedule Report & TXF Export,
> listed as a top-level report on the Reports menu. I assume we're talking
> about the same report; it's the only one I see like it. I explained that the
> underlying problem I encountered was that the report returned NO account
> information at all unless I used the Edit->Tax Options window. I got an
> empty report, like:
>
> Taxable Income/Deductible Expenses
> Period from 2006-Jan-01 to 2006-Dec-31
> All amounts in USD unless otherwise noted
>
>
> Selected Report Options:
>     Subset of accounts
>     Do not suppress $0.00 valued Tax Codes
>     Display full account names
>     Display all Transfer To/From Accounts
>     Do not Print TXF export parameters
>     Display Action:Memo data
>     Display transactions for selected accounts
>     Include some transactions outside of selected dates
>     Shade alternate transactions
>     PriceDB lookups nearest to transaction date
>
> There was no indication of the accounts anywhere in the report. Exporting
> in TXF or HTML never played into this, since I didn't have anything to
> export in the first place.
>
> It is possible that this is only a problem with Alex's version of the
> report,


I certainly didn't experience that behavior with 2.2.7, which had the
Tax-related checkbox enabled. If I checked Tax-related in the
account-editing dialog, the account would appear on the Tax Report (in
black, so would not have been exported had I done a TXF export). I'm
suggesting that we go back to that, but retain the tooltip or some other way
of alerting people that if they want to set tax categories in order to use
TXF export, they need to go to Edit->Tax Options.

/Don


> since that is the only one I have on my machine--and I can't use the
> checkbox to test otherwise. My experience was that the checkbox didn't
> select the default tax account, as you suggest (although that is how the
> current method works). If it did that, then I wouldn't have (as much of) a
> problem reinstituting it. But that wasn't how it worked for me. Accounts
> that I checked in the Account window just didn't display any data at all.
>
> And yes, pre-selecting the account in the dialog would make more sense if
> it were accessed from the account window. Given that the current dialog only
> allows a user to change one account at a time, I think an account-specific
> dialog accessed from the account window would be sensible.
>
> David
>
> --- On Tue, 3/24/09, Donald Allen <donaldcallen at gmail.com> wrote:
> >
> > When you say "TXF report" do you mean the TXF
> > export, as distinct from the
> > Tax Report and the HTML export of that report? And could
> > you be more
> > explicit as to what you mean by "the underlying TXF
> > report problem"?
> >
> > What I'm suggesting is to reactivate the
> > "Tax-related" checkbox and if you
> > check it, you get the default tax category, which is
> > currently "Tax report
> > only -- no TXF export" (there *could* be a preference
> > item that let you set
> > the default tax category). In addition, there would be a
> > tooltip or some
> > other bit of documentation on the account-editing dialog
> > that would alert
> > you to the fuller capability of Edit->Tax Options, as
> > the current tooltip
> > does.
> >
> >
> > > Users unaware of the other tax option would wonder (as
> > I did) why the
> > > accounts weren't showing up.
> >
> >
> > I presume you are talking here about the TXF export, *not*
> > the Tax Report or
> > its HTML export.
> >
> >
> > >
> > > I agree that changing this to a text notice would be
> > better. Perhaps even
> > > better would be to make the Tax Option dialog
> > accessible on the Edit Account
> > > screen.
> >
> >
> > I like that idea. The only problem I see with it is that
> > the account-editing
> > dialog is about a specific account, whereas the Tax Options
> > dialog gives you
> > access to all accounts, which might be confusing to some.
> > That issue might
> > be simply addressed by bringing up the Tax Options dialog,
> > when invoked from
> > a button on the account-editing dialog, with the account in
> > question
> > pre-selected.
> >
> > /Don
> >
> >
> > >
> > > David
> > >
>
>
>
>