[GNC] Tax Report Options not working

[David Carlson]

I cannot say whether version 3.x is different as I have not tried that, but
in the 2.6.x versions it is necessary  to use the tax report options
configuration to assign a tax form, line number and copy number to each tax
worthy account individually before it will appear in the Tax report.  Since
it is impossible to do this to more than one account at a time, it is very
tedious to set up initially, but it is nice once it is working.  In my case
I am in the US and using the US forms. I started with accounts that are
assigned to the basic income lines on the 1040 form.  If your tax situation
involves as many forms and lines as mine, it will probably take several
trials to find all the accounts that are tax worthy and get them correctly
assigned.

Once you feel that you are close you can check the Tax Info Column in the
Chart of Accounts to verify whether any given account is configured for the
tax report.

Since you state that you did those things but the information is not
'sticking', that is probably a bug in the 3.x release.  I know that others
have reported bugs with various reports in v3.x

Lets hear from others who have migrated with a previously configured tax
report.

David C

On Mon, May 7, 2018 at 10:52 PM, Tom Charles <tomcharles1 at gmail.com> wrote:

> Hello,
>
> I am using v3.1 of GNUCash and I  am try to set up the Tax Schedule Report
> and cannot figure out why I cannot get the report to run and give me the
> expected data.   The message I get is the following:
>
>         Period from 2018-Jan-01 to 2018-Dec-31
>         Tax Year 2018
>         Tax Entity Type: *None specified*
>          All amounts in USD unless otherwise noted
>         The Income Tax Report is only available for valid Income Tax Entity
> Types. Go to the Edit->Tax Report Options dialog to change your Income Tax
> Entity Type selection and set up tax-related accounts.
>
> I did use the Edit->Tax Report Options to set the tax related information
> for my accounts.
>
> In the dialog box I select Edit. Then I set the "Type" to "Individual,
> Joint, etc. - Files US Form 1040 Tax Return", then clicked apply.
> I then went through and for each account that I wanted in the report I
> selected the "Tax Related" box, then selected the TXF category for each. I
> then clicked OK.
>
> I noticed when I looked at the accounts in the "Accounts" page it stated
> (under the "Tax Info" heading) for each account that the "Tax Entity Type
> was not specified" for every account I set up.  This seems to relate to the
> notice I get when I run the report.
>
>
> What am I missing? Any help would be much appreciated!
>
> Thanks in advance!
> Tom
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