[GNC] How To Set Tax Report Options

[Adrien Monteleone]

For this and other tax setup documentation see the Help @ § "10.5 Setting Tax Report Options”: https://www.gnucash.org/docs/v3/C/gnucash-help/set-tax-options.html

(Payer Name Source and Copy Number explained near the end)

Regards,
Adrien

> On Apr 4, 2020 w14d95, at 10:33 AM, Keith Fetterman <keithfetterman at gmail.com> wrote:
> 
> 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