Q2007: Tax planner doesn't roll up income or taxes

Posted by me@home.com on September 30, 2006, 2:16 pm

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I may not understand this part of Q2007 and haven't really used the
tax planner before either. I don't seem to be able to get it to roll
up income or taxes paid and need to enter amounts by hand. Even the
option to use scheduled transactions is greyed out. Anyone else
encounter this?
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Posted by Jim Henry on October 7, 2006, 2:05 pm

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me@home.com wrote:

> I may not understand this part of Q2007 and haven't really used the

> tax planner before either. I don't seem to be able to get it to roll

> up income or taxes paid and need to enter amounts by hand. Even the

> option to use scheduled transactions is greyed out. Anyone else

> encounter this?

If the "use scheduled transactions" is grayed out, that indicates that
you have no scheduled transactions that match the tax category. I just
went through this, this morning. I went to the category list, and
adjusted the "Tax Line Item" for the categories affected.

Hope this helps.