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Enable tax tracking

I have 2019 home and business on windows 10 .i am trying to do a GST/PST report and it does not show any transactions in sales tax or on the report. How do you enable tax tracking i read in another question that when sales tax account created the default for tax tracking is “no” how do you change it to “yes”

Comments

  • Unknown Member
    edited January 2019
    Quicken has been developed with an international/global view. GST is not applicable in so many countries. As for as Income tax is concerned, a feature of tax relatewd categories is already provided in the built in menu. Further you may define tax rules while creating new categories, which will enable you to view your tax related reports as well.
  • Unknown Member
    edited January 2019
    How do you track sales tax (GST?PST)quicken has built in report under Reports/Business for tracking GST/PST but does not find any transactions
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited January 2019
    Hello Mike,

    Do you have the sales tax accounts for GST and PST listed on the left-hand side in Quicken?

    When creating an invoice, are you entering the tax rate or selecting the correct tax account?

    image

    Let us know!

    -Quicken Tyka
    -Quicken Tyka
  • Unknown Member
    edited January 2019
    Hi


    My form does not show tax account drop down selection box


    It also does not show the “T” on the far right column


    Mike
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited January 2019
    Mike said:

    How do you track sales tax (GST?PST)quicken has built in report under Reports/Business for tracking GST/PST but does not find any transactions

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  • MarcRMarcR Member ✭✭✭
    edited January 2019
    Hey Mike,

    In your customer invoice account details menu, from settings, is your Tax-tracking enabled?  Do you have a Tax Reg. number (1) filled in?  And is Tax deferred Yes enabled?   When these are all filled in and your customer invoice has line items that have products or services with a tax amount also listed, your report should show transaction totals only. 

    For example: 

    In your new invoice - Customer invoices, you can add line items with tax enabled, in this case I used H for Harmonized tax, GST & PST combined. 



    To get the Tax 1 account drop down menu, you must create a Tax account, you can edit or create a new one here as well.


    Lastly, in the GST/PST report Customize make sure your Business accounts are enabled (I do a clear all first, then check these two only)



    I hope that helps!


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