TAX REPORT

Apr 20, 2015 2 Replies

Is there a way to create a cash flow report with a filter, such that only c ategories with a "Tax Line Item" are shown? The result would be very simila r to the "Tax Summary Report".



I prefer the cash flow format where you can 'drill down' for the transactio n detail and by default the subcategory totals are displayed and the top le vel category netted. The Tax Summary Report does not have enough flexibilit y; i.e., you can only collapse or expand the entire report.



Is there a way to work around this, aside from selecting only those categor ies you wish to display? I guess I am looking for a checkbox called 'displa y tax categories only'. That would be a nice choice on the Advanced tab.


categories with a "Tax Line Item" are shown? The result would be very simi lar to the "Tax Summary Report".

ion detail and by default the subcategory totals are displayed and the top level category netted. The Tax Summary Report does not have enough flexibil ity; i.e., you can only collapse or expand the entire report.

ories you wish to display? I guess I am looking for a checkbox called 'disp lay tax categories only'. That would be a nice choice on the Advanced tab.

fred.jacobowitz wrote

Is there a way to create a cash flow report with a filter, such that only categories with a "Tax Line Item" are shown? The result would be very similar to the "Tax Summary Report".

I prefer the cash flow format where you can 'drill down' for the transaction detail and by default the subcategory totals are displayed and the top level category netted. The Tax Summary Report does not have enough flexibility; i.e., you can only collapse or expand the entire report.

Is there a way to work around this, aside from selecting only those categories you wish to display? I guess I am looking for a checkbox called 'display tax categories only'. That would be a nice choice on the Advanced tab.

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Well unless I'm missing something, the Advanced tab of the Cash Flow report already has that option (as do quite a few other reports). Check the box to use "Tax-related transactions only.

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