Your TAX reports are incomplete !!!

BobL Member ✭✭
edited March 2022 in Reports (Windows)
Hospital doesn't show !
Dentist doesn't show !
Had to get them separately.
Where is the prescription report ?
Version 15 did a better job than you are doing now!!
It's TAX time !
This needs to be fixed !!!!


Bob L


  • BobL
    BobL Member ✭✭
    Quicken v15 did a better job !
  • splasher
    splasher SuperUser ✭✭✭✭✭
    Do you have an appropriate tax line associated with those categories?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2022
    As mentioned by @splasher - have you reviewed the Tax connections in the Category List.
    Here is ours.... not sure what we added, or what is a Quicken default -
    for us, doesn't matter anymore with the higher standard deduction.

    QWin - R54.16 - Win10

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Echoing @splasher's reply.
    Q knows NOTHING about what your category or payee names mean.  It ONLY knows what Tax line you've associated with the categories used.
    No associated tax line means, to Q, that it's not a tax-related transaction and won't be included on the tax reports.
    Do, CTRL-C and look in the "Tax Line Item" column to see what, if anything, is assigned.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR SuperUser ✭✭✭✭✭
    What report, exactly, are you using? A standard report from the Reports Menu, uncustomized and fresh off the shelf, or an old, saved report from prior years? If the latter, try recreating the report from scratch, customize to be sure all accounts are included, and see if that works any better. When it's working OK, save the report, replacing the old saved version.
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