Tax Summary Report

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.

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

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).

Dick:

Thanks for the suggestion, but it didn't solve the problem. Results were the same as using the Qkn Tax Summary Report and selecting "Last Year" as date range. To be specific, the report shows expenses for gas for one of my vehicles, and the amount I spent on software last year. Neither are tax deductible, as I am retired and not engaged in any business activity. No other categories appear in the Tax Summary Report except for the ones that SHOULD be there, i.e. Income categories (Annuity, Social Security, Interest recd, etc.) or Deductible Expense categories (Medical, Contributions, Mortgage Interest, Taxes paid, etc)

(BTW: I am using Q2006 and the same results were obtained last year with the same categories showing up incorrectly in the report. I just didn't go to this group seeking assistance. Thought I'd try it this year to see if others had incurred the same problem and if so, if they had found a solution.)