How do I assign tax categories to checks written on investment account?

How do I assign tax categories to checks written on investment account?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    The Write Checks dialog available from an investment's account register's Enter Transactions button has a field for Category. It also allows a Category Split dialog to be called up, should you need to assign two or more categories to your check.
  • garysmith87
    garysmith87 Member ✭✭✭✭
    Tax line items are assigned to categories.  Any category can be assigned in an investment transaction using the Write Checks transaction type.  
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