How do I get Federal and State tax categories to display separately in my report?
I hold Power of Attorney for my father and I'm trying to prepare information for his CPA. I've set up an Income/Expense by Category report for his pension payments for last year. I've chosen the single Payee for his retirement payments and the following categories: Pension income, Medical:Insurance, Tax:Fed and Tax:State. The report this set-up generates has all the correct totals, but under Expenses the only two listings are "Medical" and "Tax" (i.e. the "parents") with the federal and state amounts showing as a single total. I'm sure there's an easy way to change this so the two amounts show separately each month, but I'll be darned if I can figure out what it is.
This discussion has been closed.