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Subject Author Date
Tax Summary Report Jerry 01-05-2007
Posted by Jerry on January 5, 2007, 1:51 am
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 At the start of the new year, I ran the standard "Tax Summary Report" for
2006 using Q2006 Deluxe and Windows-XP. For some unknown reason, the report
is including expenses incurred for two (2) non-tax related categories. When
I examine the detail for these categories, there are no indications that
they are tied to taxable income or deductions. All of the other categories
which I had tied to taxable income or deductions are included in the report.

Any clues and/or suggestions as to why this is happening and how it can be
fixed will be appreciated.

Thanks.

Jerry



Posted by JM on January 5, 2007, 10:57 am
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Jerry wrote:
> At the start of the new year, I ran the standard "Tax Summary Report" for
> 2006 using Q2006 Deluxe and Windows-XP. For some unknown reason, the report
> is including expenses incurred for two (2) non-tax related categories. When
> I examine the detail for these categories, there are no indications that
> they are tied to taxable income or deductions. All of the other categories
> which I had tied to taxable income or deductions are included in the report.
>
> Any clues and/or suggestions as to why this is happening and how it can be
> fixed will be appreciated.
>
> Thanks.
>
> Jerry

Running QW07Dlx

Check the Category List - check the box at the top 'Display tax
information'.
Is there a check in the box under the 'Tax' column for the offending
categories?
I can simulate what you are seeing - e.g., checking the Tax box for my
cable TV category results in it being reported in the Tax Summary
Report This is even though there is no tax line assignment for the
category.


Posted by Jerry on January 5, 2007, 3:18 pm
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Thanks for trying, but there is nothing showing for either of the offending
categories. They look just like all the other categories which DON'T show
up on the Tax Summary Report.

jerry

>
>
> Running QW07Dlx
>
> Check the Category List - check the box at the top 'Display tax
> information'.
> Is there a check in the box under the 'Tax' column for the offending
> categories?
> I can simulate what you are seeing - e.g., checking the Tax box for my
> cable TV category results in it being reported in the Tax Summary
> Report This is even though there is no tax line assignment for the
> category.
>



Posted by Dick on January 5, 2007, 5:54 pm
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Jerry,
It appears that all of the tax reports in Q07 are not printing
correct (missing data, incorrect data etc). I found that if you use the
custom date feature and set it from 1/1/2006 to 1/1/2007 the data will at
least be all there and most likely correct. The only problem with this
approach is that if you had any tax transactions on 1/1/2007 they will be
included in the report. Give this a try and let us know if it helped. Just
be sure you use the end date of 1/1/2007.


> Thanks for trying, but there is nothing showing for either of the
> offending categories. They look just like all the other categories which
> DON'T show up on the Tax Summary Report.
>
> jerry
>
>>
>>
>> Running QW07Dlx
>>
>> Check the Category List - check the box at the top 'Display tax
>> information'.
>> Is there a check in the box under the 'Tax' column for the offending
>> categories?
>> I can simulate what you are seeing - e.g., checking the Tax box for my
>> cable TV category results in it being reported in the Tax Summary
>> Report This is even though there is no tax line assignment for the
>> category.
>>
>
>



Posted by PSJ on January 5, 2007, 8:58 pm
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> Jerry,
> It appears that all of the tax reports in Q07 are not printing
> correct (missing data, incorrect data etc). I found that if you use the
> custom date feature and set it from 1/1/2006 to 1/1/2007 the data will at
> least be all there and most likely correct. The only problem with this
> approach is that if you had any tax transactions on 1/1/2007 they will be
> included in the report. Give this a try and let us know if it helped. Just
> be sure you use the end date of 1/1/2007.
>
Tried the above it didn't work for me but qkn did crash when I clicked on
the incorrect non-taxable item (a transfer from checking to pay a credit
card bill).
--
PSJ





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