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Quicken Classic for Windows
Reports (Windows)
Tax Summary Report - incorrect amount when using paycheck setup
sjlorenz
I use the paycheck setup wizard to track my income with tax and insurance deductions. The Tax Summary Report shows incorrect amounts for transactions entered before changes made to the paycheck setup for new salary amount. When you click on the report amount, it will bring up the transaction register with the amount that was entered, but does not match the report. I cannot get accurate tax summary report for the year. Is there a fix for this or how do I a correct tax summary?
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Quicken Jasmine
Hello
@sjlorenz
,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first
save a backup
file prior to performing these steps.
Validate
:
File
Validate and Repair File...
Validate File
Click
OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.
If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.
Super Validate
:
File
Hold
CTRL + Shift
and click
Validate and Repair File...
Super Validate File
Click
OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.
Please let me know how this goes.
sjlorenz
Thanks. I did both the validate and super validate and the problems still persist. It seems the tax report is pulling the data from the current values in paycheck setup as to what was actually posted. It is very apparent when I go back to prior years. The report still shows the current value in the paycheck but clicking on any particular transaction, the register then shows what was actually posted to the account - they do not match. Any other suggestions?
mshiggins
Do you use the paycheck wizard to enter your paychecks? If so, it could be the paycheck corruption issue that started occurring in March. Please have a look at this discussion covering that issue:
https://community.quicken.com/discussion/7912649/paycheck-corruption-problem
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