Why don't many categories appear in my Tax Summary report?

Peter Colgan

I have Home Office expenses that I'm trying to capture in a tax summary report. While I've selected several categories like "Utilities", they don't show up in the report. This is true even when all tags, accounts, categories and payees are selected. What is limiting the output?

Boatnmaniac

Are the categories you are expecting to see in your Tax Summary report identified as tax line item categories?  Tax Summary and Tax Schedule reports pull in data only from categories that have been identified as tax categories.

Your Category List will show you which categories are associated with tax line items and which are not.  If a category you are missing in your report does not have a tax line associated with it you will need to edit that category by clicking on the button in the Action column of Category List for that category and then click on Edit. 

That will bring up a "New Category" pop-up (don't be concerned with "New"...it should say "Edit Category" instead but it doesn't).  Click on the Tax Reporting tab and then click on "Tax Related Category" to check the box so it will show up in the Tax Summary report.  If you want it to also show up in Tax Schedule reports, you can also assign a specific tax form line item from the drop down menu in that pop-up.  When done, click "Save". 

Repeat for all categories as needed and then pull your Tax Summary and Tax Schedule reports and you'll find those categories should now be included in them.