[GNC] How To Set Tax Report Options

[Keith Fetterman]

A follow up question related to using the "Tax Report Options” feature.  What are the fields “Payer Name Source” and “Copy Number” used for?

Thanks

> On Apr 4, 2020, at 8:30 AM, Keith Fetterman <keithfetterman at gmail.com> wrote:
> 
> 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