[GNC] Tax Issues

Adrien Monteleone adrien.monteleone at lusfiber.net
Thu Jan 17 15:35:45 EST 2019


Thanks David,

That is helpful to know.

I’ll check the list archives for discussion and then Bugzilla to see if this has been reported. That workflow is quite cumbersome.

Regards,
Adrien

> On Jan 17, 2019, at 6:21 AM, David T. <sunfish62 at yahoo.com> wrote:
> 
> Adrien,
> 
> Your observations about the limiting aspects of the interface on this feature have been raised before; I will note that there is one exception to the single account tax option rule: you can designate an account and its children to the same tax option setting in one pass. This can be helpful if you have, say, multiple dividend accounts entered as subaccounts under Income:Dividends.
> 
> David T.
> 
>> On Jan 17, 2019, at 2:15 AM, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
>> 
>> 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 
>> 
>>> On Jan 16, 2019, at 11:51 AM, Mike stagl <M_Stagl at hotmail.com> wrote:
>>> 
>>> 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
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