[GNC] TAX Report WAS Re: reports not working unless exported

[Timothy Quinn]

Just a side note to David T’s comments…

I find the TXF (tax format) report tremendously useful at tax time for my wife’s sole proprietorship, for which Gnucash is *the* source of the relevant information (income, expenses, etc.) rather than external systems. 

David is absolutely right about tax packages such as TurboTax having become more and more able to import data from external sources, but for my wife’s business our own record keeping in Gnucash *is* where that information comes from.

The TXF report is indispensable for us!

- Tim


> On Jan 15, 2023, at 12:48 AM, David T. via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> Phyllis, 
> 
> Tommy is right. In order for the tax report to work, you must go to Edit->Tax Report Options, locate each account in the left entry box, and enter the IRS form and line for which the account is relevant in the right box. It is a tedious process, but only has to be done once for a set of books (aside from changes that must be made as you modify your account structures or the tax code changes).
> 
> I did this many years ago, and have really liked the ability to get a quick snapshot of my overall tax situation in one quick report. Back in the day, you could use the report to populate several tax software packages (like TurboTax), but in recent years, these programs import forms directly from providers, rendering this aspect moot. But I still use this report regularly. 
> 
> When I set this up many years ago, it was necessary to assign each account separately, as in you had to exit the dialog after every account assigned; more recently, the interface has improved just a little bit, in that you can assign multiple accounts to the same IRS line at one pass (helpful for interest, dividend and capital gains accounts). But you cannot step through all your accounts and assign tax options sequentially in the one dialog. I don't know if this has changed, but I wouldn't expect it to have changed. 
> 
> David T. ​
> 
> On Jan 15, 2023, 1:36 AM, at 1:36 AM, Tommy Trussell <tommy.trussell at gmail.com> wrote:
>> reply below
>> 
>> On Sat, Jan 14, 2023 at 3:49 PM Phyllis Bruce <pobruce46 at gmail.com>
>> wrote:
>> 
>>> Okay, I can't stand it anymore.  I don't know what ubuntu is, or
>> flatpak,
>>> or a host of other terms you use.  I run windows and the latest
>> version.
>>> Embarrassed that I've not looked to documentation, but would that
>> help me
>>> or do I need to know?
>>> 
>>> I will go to documentation to learn about the tax report.  There is
>>> obviously something I'm not seeing but I did notice that when I chose
>>> "Report Options" Start and end of accounting period, last year I got
>> one
>>> expense category for 2022.  I have so far been unable to add other
>> income
>>> or expense categories.  I know it's in the documentation and I will
>> find it.
>>> 
>>> Thanks
>>> 
>>>> <https://lists.gnucash.org/mailman/listinfo/gnucash-user>
>>> 
>>> 
>> The tax report is more complicated, and in fact I have never used it.
>> But I
>> just created a new subject for this thread.
>> 
>> I believe you have to do quite a bit of setup to use the tax report --
>> you
>> have to identify the accounts that are relevant and you have to tag
>> each of
>> those accounts with the IRS form numbers.
>> 
>> I believe the report also works for the German equivalent of the US
>> IRS.
>> 
>> 
>> 
>> 
>>> 
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