Reports with tax related accounts

[J. Alex Aycinena]

Brendan,


> From: Brendan Simon <Brendan at BrendanSimon.com>
> To: gnucash-user <gnucash-user at gnucash.org>
> Date: Sun, 07 Nov 2010 11:02:50 +1100
> Subject: Reports with tax related accounts
> I wish to generate various reports (e.g. income statement, balance
> sheet, transaction report, account summary)
> for to submit to my accountant to lodge end of year tax returns
> (Australian Tax Return).
>

The Tax features you are talking about are very much oriented to US
Income Taxes at this time (this is in contrast to the tax capabilities
in the business features).

> I have selected the Tax Related field for all accounts that are related
> to my tax return (i.e. relevant to my account so they can prepare and
> lodge the tax return).
>
> Is there an easy way to select only the Tax Related accounts when
> generating the reports ??
>

No there is not.

> I have loads of sub accounts and it is very tedious to select my desired
> accounts by hand, especially when using a track pad on a lap top where
> it is easy to accidentally select the next account and cause the
> previously selected accounts to be deselected :( (check boxes next to
> the account names would be a more friendly user interface rather than
> having to hold down modifier keys)
>
> The gnucash docs say that the Tax Related attribute is used when
> generating a Tax Report and exporting to a TXF file.  There is also
> mention of form types or TXF codes.  I don't really know what these are
> and whether they are relevant to Australian Tax ??
>
> Are these international codes ??  Does anyone know if they are relevant
> to the Australian Tax Office ??

US only.

>
> Also, it seems that gnucash only generates an Income and Expense tax
> report, but I also want to generate a balance sheet and other reports
> for my accountant.  How do I do this _and_ use the Tax Related field to
> select my accounts ??

The new version just about to be released will include balance sheet
accounts in the Tax Schedule Report if appropriate but, again, this is
only US Income tax based.

>
> Thanks, Brendan.
>

Alex