tax related transactions


R

rj

Say that you post a trasaction to a register that has tax
implications. You mark it as tax related and you try to
identify the line item on a form that it belongs to. If
the item is on the form, but not in Money, is there a way
to to add it to Money?

I noticed is that even when I add transactions and mark
them as tax related and go to the tax line center, the
dollar amounts don't show up there. Doesn't Money, try
and keep the tax line manager and your transactions in
sync?

rj
 
Ad

Advertisements

D

Dick Watson

I really don't know what you mean by "mark it tax related."

To Money, tax-related means it's categorized as some expense or income
category that, in turn, is set in its Category details to report for some
tax line.

Make a new category as required, then go to the category details and set the
tax stuff up the way you want it. Then use this category when you enter
transactions that apply.

If you want to collect more tax data, tax line manager lets you add "line"
for the forms it has. I'm assuming that you can then go and set a category
to report out on the new "line" you just taught Money about.
 
C

Cal Learner-- MVP

I really don't know what you mean by "mark it tax related."
I think he is referring to the
Accounts&Bills->Categories&Payees->Categories [double-click the
category] "Include on tax reports" checkbox.
 
D

Dick Watson

Ah, as I expected. Nothing to do with the transaction and everything to do
with the underlying category!

Cal Learner-- MVP said:
I really don't know what you mean by "mark it tax related."
I think he is referring to the
Accounts&Bills->Categories&Payees->Categories [double-click the
category] "Include on tax reports" checkbox.
 
Ad

Advertisements

C

Cal Learner-- MVP

Say that you post a trasaction to a register that has tax
implications. You mark it as tax related and you try to
identify the line item on a form that it belongs to. If
the item is on the form, but not in Money, is there a way
to to add it to Money?
Yes. Create a New category or subcategory named as you wish and
assign it to the tax line.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top