[GNC] How To Set Tax Report Options

Keith Fetterman keithfetterman at gmail.com
Sat Apr 4 11:30:49 EDT 2020


Is there documentation on how to set tax report options for multiple accounts?  I am trying to set the income tax classifications (TXF Categories) for multiple expense and income accounts, but it doesn’t seem to be able to do more than one account at a time.  Here is what I am doing.

Set income tax identity to “Individual, Joint …”
Select an expense account
Click the Tax Related checkbox
Select a TXF Category
Select another expense account
Click the Tax Related checkbox
Select a TXF Category
etc.

When I return to a previous expense account, the Tax Related checkbox is unchecked and the TXF Category assignment is cleared.

Do you have to run the “Tax Report Options” assignment separately for each account?  By this I mean, perform the steps above for a single account then click the “OK” button to close the dialog?

Thanks

Keith


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