[GNC] Tax Report Options not working

[Tom Charles]

Thanks David!  I downgraded to version 2.6.21 and IT WORKS!!!, i.e. the
entity type now "sticks" and I can run the report just fine!

Must be a bug in the v3.x version for Windows 10.



On Tue, May 8, 2018 at 12:48 AM, David Carlson <david.carlson.417 at gmail.com>
wrote:

> 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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>