[GNC] Generating Yearly Figures for Accountant/Tax Return (UK)

[Rich Stanton]

That's a big help thanks - doing it that way will let me set up reports where I just need the total for the account, and there's a transaction name filter in the options that I can use when I only need certain transactions within an account. Thanks!

Rich
________________________________
From: Doug <lemans4 at internode.on.net>
Sent: 11 May 2025 14:55
To: Rich Stanton <richstanton at gmail.com>
Cc: G R Hewitt <hewittgr at gmail.com>; GnuCash User List <gnucash-user at gnucash.org>
Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK)

I am no expert, but this sounds similar to Australia. I have set up transaction reports (that I then ´saved´ the configuration)
that has the relevant accounts or sub-accounts selected. Then in ´general´ there is an option for start date & end date.
Set these to start & end of Tax year (1 July to 30 Jun in Aussie). Each year it is only a matter of adding new accounts,
 & massaging the dates (resave the report if there are account changes so they are picked up next year)
 The report can either be totals, or itemised. I give my accountant itemised, but they use the totals.

regards, Doug


On Sun, 11 May 2025 13:36:16 +0000
Rich Stanton <richstanton at gmail.com> wrote:

> Yes - so if I need to know how much I spend on one of my professional fees, I'll add search terms for date (previous tax year), the 'Non-reimbursed Job expense' account, and the name of the specific professional society.
>
> Or if I need to know about car maintenance, I can search for the dates & the car maintenance account, then manually add up the items of maintenance that correspond to each car.
>
> Like I say, it works, but it's not very efficient!
>
> Rich
>
> ________________________________
> From: G R Hewitt <hewittgr at gmail.com>
> Sent: 11 May 2025 14:25
> To: Rich Stanton <richstanton at gmail.com>; GnuCash User List <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK)
>
> Do you not have any accounts set up like 'Petrol', 'Internet', Charity' etc., in you gnucash set up?
>
> On Sun, 11 May 2025 at 13:17, Rich Stanton <richstanton at gmail.com<mailto:richstanton at gmail.com>> wrote:
> Hi, I'm in the UK and have all my accounts in GNUCash. I have to do a form for my accountant every year which includes how much I spent on particular categories - petrol, internet, charity x/y/z, etc etc - over the previous tax year. At the moment I'm manually doing a search for each item (date posted before/after the right dates, in this account, with this description), then do an account report on the resulting list to get the total. It works but is long-winded. It seems like there should be an easier way of doing things. Am I missing anything obvious - is there a specific report that will give me what I need?
>
> Is there a way to set up some pre-saved searches that I can run each year as a batch, but just tweaking the year?
>
> Or is there a way to nest searches so that I do a search for all transactions within the given time period, then run a secondary search for the particular account/description  within that, to avoid having to continually re-search on the same dates? I know I can refine a current search, but the results replace the original search rather than opening in a new tab.
>
> Thanks!
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