Trouble adding tax item

Emre E

:/ I am having trouble adding a tax item to my paycheck. 'Add Earning', 'Add Pre-Tax Deduction' and all the other dropdown menus work except the 'Add Tax Item' menu. I have release R38.30.
Any suggestions? Thanks

Quicken Jared

Emre E said:

I am having trouble adding a tax item to my paycheck. 'Add Earning', 'Add Pre-Tax Deduction' and all the other dropdown menus work except the 'Add Tax Item' menu. I have release R38.30.
Any suggestions? Thanks

Hello @Emre E,      

I apologize for the difficulties caused by this issue adding tax items to transactions. Thank you for choosing to ask about this here on the Quicken Community.

What are you seeing when you try to make use of the options in the dropdown menu? Are certain items 'greyed out'? Typically, one would be able to add Tax Line Items by following these steps:

1. Choose Tools menu > Category List.
2. If the Tax Line Item fields are not visible on the right, check the Tax Line Item box from the gear icon drop-down menu.
3. Right-click the category to which you want to assign a tax line item and choose Edit.
4. In the Tax Reporting tab, the Tax Line Item for this category drop-down menu allows you to select the tax form or tax line item that you want associated with this category. If the tax form you are looking for does not appear in the list, or if you know that it is a less commonly used form, select Extended line item list, and then look again.
5. Check the Tax related category box. 
6. When you're done assigning tax forms to categories, click Save.

I hope to hear more from you regarding this issue, and I intend to continue working with you here in this discussion.

Thank you,

Quicken Jared