What is the difference between Tax Summary and Tax Schedule reports?

Oct 14, 2013 2 Replies

Is one more useful than the other? I did notice that the Tax Schedule omits some items. I noticed a charitable donation made via a paycheck deduction did not appear but it appeared on the Summary. So maybe the Tax Schedule report can't see splits?



Thanks.


"Mike R." wrote

Is one more useful than the other? I did notice that the Tax Schedule omits some items. I noticed a charitable donation made via a paycheck deduction did not appear but it appeared on the Summary. So maybe the Tax Schedule report can't see splits?

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You didn't include your Quicken version.

The Tax Schedule report should list all transactions that have Tax Line Items assigned (including individual lines in split transactions, whether in a Paycheck transaction or not).

The Tax Summary report (or the Banking > Transactions report) also have a column for "Tax Item", where you can see which transactions have what Tax Items assigned. Unlike the Tax Schedule report, those two reports can list pretty much every transaction, for every date range.

I'm using Quicken Deluxe 2013. For whatever reason, the Tax Schedule report isn't reporting splits.

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