[GNC] Tax Issues

[Alex Aycinena]

Mike,

--------- Forwarded message ----------

> From: Mike stagl <M_Stagl at hotmail.com>
> To: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org>
> Cc:
> Bcc:
> Date: Wed, 16 Jan 2019 17:51:04 +0000
> Subject: [GNC] Tax Issues
> I'm using GnuCash 3.3 on Debian 9.
>
> I have an existing GnuCash file from 2018 that I would like to modify
> to start using the the Tax Reporting features of GnuCash.  It doesn't
> appear to be working.  Here is what I have tried.
>
> Edit -> Tax Reporting Options
> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
> name like "Tax"; select an expense account; click Tax Related checkbox;
>  I pick a form from Schedule E on the list; and I click OK.
>
> When I view the accounts tab, the Tax Info column displays "Tax Entity
> Type Not Specified".  Also, the Tax Report from the Reports menu comes
> up with no data (it says I need to enter the Tax Report Options dialog
> to set up tax Entity Types).
>
> I see a few comments about the tax stuff not working from time to time,
> I am wondering what the latest is in version 3.3.
>
> Any ideas?  Thanks everyone!
>
> Mike
>
> ---------- Forwarded message ----------
> From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
> To: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org>
> Cc:
> Bcc:
> Date: Wed, 16 Jan 2019 14:45:43 -0600
> Subject: Re: [GNC] Tax Issues
> Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as
> expected. (I’m using MacOS)
>
> As a side note, I did notice how annoying it is that one can’t assign
> multiple accounts to be tax related without exiting the dialog. Clicking
> ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting
> Options, find the next account, mark it tax related, choose a form, click
> ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that
> is missing.
>
> Regards,
> Adrien
>
>
This is a known issue.

If you entered Tax Name and Tax Type in an earlier version, the data
persists. There was a problem in the generation of the Tax Report but that
was fixed in the latest release. So if you had already entered the Tax Name
and Tax Type earlier, you can generate the Tax Report.

However, if you hadn't previously entered the Tax Name and Tax Type, the
current release won't save it (it's a bug). The fix for the bug will be
available in the next release.

Regards,

Alex