Tax Line items are not showing in the Tax Summary

marywsc

When I printed the Tax Summary only 2 random months of rental income show up. When I checked back to the transactions, only 2 have the check mark indicating a tax item. How can I get the others to show on the Tax Summary? Rental Income has been a tax line item for years and has always shown up okay in the past.
I am using Quicken 2009 Deluxe on windows.

Rocket J Squirrel

There is a feature which allows assignment of a Tax Line Item directly to a transaction, over-riding the transaction's category's TLI (or lack thereof).

You can see it by right-clicking a transaction in a banking account. "Tax line item assignments" is in the menu.

It's a strange feature. It allows the user to override a category's default TLI or assign a TLI to a transfer to any account regardless of whether that account has any Tax Schedules set.

Having said all that, I have no idea whether this feature exists in QW2009. But if it does, it's possible that the transactions somehow lost their connection to the Rental Income TLI even if they're correctly categorized, and they need to be reconnected using this mechanism.

NotACPA

A transaction will only show up in the Tax Summary report IF the category that is used by that transaction has a Tax Line associated with it.

To assign a tax line to a category, do TOOLS, Category list and then click in the ACTION column for that category.  Click the barely visible Clock icon that appears and then click EDIT.   Click "Tax Reporting" and assign a tax line to the particular category.

Repeat for the other categories that you want to appear on the Tax Summary Report.

Rocket J Squirrel

There is a feature which allows assignment of a Tax Line Item directly to a transaction, over-riding the transaction's category's TLI (or lack thereof).

You can see it by right-clicking a transaction in a banking account. "Tax line item assignments" is in the menu.

It's a strange feature. It allows the user to override a category's default TLI or assign a TLI to a transfer to any account regardless of whether that account has any Tax Schedules set.

Having said all that, I have no idea whether this feature exists in QW2009. But if it does, it's possible that the transactions somehow lost their connection to the Rental Income TLI even if they're correctly categorized, and they need to be reconnected using this mechanism.

marywsc

As I said in my question, the category had always had a tax line item assigned to it. I don't know why some of them didn't get picked up, but the right clicking enabled me to correct the transactions that were not showing up. Thank you! Thank you, Rocket J Squirrel!