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.
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