That time of year... :-(

[David T.]

Andy,

Unfortunately, the Tax options can only be set one account at a time*. You have to save changes one account at a time. It is tedious, but presumably something that only needs to be done once for an account.

David

* There is an exception: you can click the “Select Children” button and have all sub-accounts below the selected account receive the exact same tax option settings. This is useful if you have multiple accounts (e.g. realized gains accounts) that all will apply to a single tax option.

> On Mar 24, 2016, at 4:06 PM, C. Andrews Lavarre <alavarre at gmail.com> wrote:
> 
> Gearing up for the IRS. I have a number of reports that I have
> constructed in previous years that I can edit for this year. These all
> have a variety of accounts selected. However, when I go to edit them
> the ability to make an account selection "sticky" seems to have
> disappeared. As soon as I move the selection the account no longer
> remains highlighted.
> 
> I know about the idea of going through the chart of accounts and
> clicking the Tax-Related box for all the appropriate accounts so that
> they emerge in the Tax ScheduleReport/TXF Report:
> 	Edit→Tax Report Options→Accounts
> 		Move down through the Accounts list, expanding child accounts
> as necessary
> 
> When I come upon an account that has previously been designated "Tax
> Related" then the TXF Category combo box lights up and I can select to
> which form to send it.
> But if I scroll to another account that I want to add to the report
> although not presently a member, then what?
> 	I click on the Tax Related button, TXF Category combo box
> lights up, all cool. But if I click OK the whole dialog disappears and
> I have to go through the entire sequence to get back and check another
> account.
> 
> 	OTOH if I click away from the account then it is no longer Tax Related.
> 
> Surely I'm missing something? Double-click, right-click, an Apply butto
> n or something to not need to go through the entire Edit→Tax Report
> Options→Accounts→Select sequence all over again?
> 
> Thanks in advance.
> 
> Andy
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