[GNC] Tax Issues

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[GNC] Tax Issues

Mike stagl
I'm using GnuCash 3.3 on Debian 9.

I have an existing GnuCash file from 2018 that I would like to modify
to start using the the Tax Reporting features of GnuCash.  It doesn't
appear to be working.  Here is what I have tried.

Edit -> Tax Reporting Options
I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
name like "Tax"; select an expense account; click Tax Related checkbox;
 I pick a form from Schedule E on the list; and I click OK.

When I view the accounts tab, the Tax Info column displays "Tax Entity
Type Not Specified".  Also, the Tax Report from the Reports menu comes
up with no data (it says I need to enter the Tax Report Options dialog
to set up tax Entity Types).

I see a few comments about the tax stuff not working from time to time,
I am wondering what the latest is in version 3.3.

Any ideas?  Thanks everyone!

Mike
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Re: [GNC] Tax Issues

Adrien Monteleone-2
Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as expected. (I’m using MacOS)

As a side note, I did notice how annoying it is that one can’t assign multiple accounts to be tax related without exiting the dialog. Clicking ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting Options, find the next account, mark it tax related, choose a form, click ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that is missing.

Regards,
Adrien

> On Jan 16, 2019, at 11:51 AM, Mike stagl <[hidden email]> wrote:
>
> I'm using GnuCash 3.3 on Debian 9.
>
> I have an existing GnuCash file from 2018 that I would like to modify
> to start using the the Tax Reporting features of GnuCash.  It doesn't
> appear to be working.  Here is what I have tried.
>
> Edit -> Tax Reporting Options
> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
> name like "Tax"; select an expense account; click Tax Related checkbox;
> I pick a form from Schedule E on the list; and I click OK.
>
> When I view the accounts tab, the Tax Info column displays "Tax Entity
> Type Not Specified".  Also, the Tax Report from the Reports menu comes
> up with no data (it says I need to enter the Tax Report Options dialog
> to set up tax Entity Types).
>
> I see a few comments about the tax stuff not working from time to time,
> I am wondering what the latest is in version 3.3.
>
> Any ideas?  Thanks everyone!
>
> Mike
> _______________________________________________
> gnucash-user mailing list
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> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Tax Issues

Dan Nelms
I am running GnuCash 3.4 on Windows 10. I have the same issue on GnuCash
3.4 and I also had the issue with GnuCash 3.3.

Dan

On 1/16/2019 1:45 PM, Adrien Monteleone wrote:

> Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as expected. (I’m using MacOS)
>
> As a side note, I did notice how annoying it is that one can’t assign multiple accounts to be tax related without exiting the dialog. Clicking ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting Options, find the next account, mark it tax related, choose a form, click ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that is missing.
>
> Regards,
> Adrien
>
>> On Jan 16, 2019, at 11:51 AM, Mike stagl <[hidden email]> wrote:
>>
>> I'm using GnuCash 3.3 on Debian 9.
>>
>> I have an existing GnuCash file from 2018 that I would like to modify
>> to start using the the Tax Reporting features of GnuCash.  It doesn't
>> appear to be working.  Here is what I have tried.
>>
>> Edit -> Tax Reporting Options
>> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
>> name like "Tax"; select an expense account; click Tax Related checkbox;
>> I pick a form from Schedule E on the list; and I click OK.
>>
>> When I view the accounts tab, the Tax Info column displays "Tax Entity
>> Type Not Specified".  Also, the Tax Report from the Reports menu comes
>> up with no data (it says I need to enter the Tax Report Options dialog
>> to set up tax Entity Types).
>>
>> I see a few comments about the tax stuff not working from time to time,
>> I am wondering what the latest is in version 3.3.
>>
>> Any ideas?  Thanks everyone!
>>
>> Mike
>> _______________________________________________
>> gnucash-user mailing list
>> [hidden email]
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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>
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Re: [GNC] Tax Issues

Mike stagl
In reply to this post by Mike stagl
For what its worth, I updated to Gnucash 3.4 on both a Debian 9 machine and a Windows 7 machine, and both fail to apply the Tax Reporting Options.

Either this is a bug, or I am doing something wrong on both machines!

Thanks all!
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Re: [GNC] Tax Issues

John Ralls-2


> On Jan 16, 2019, at 2:40 PM, Mike stagl <[hidden email]> wrote:
>
> For what its worth, I updated to Gnucash 3.4 on both a Debian 9 machine and a Windows 7 machine, and both fail to apply the Tax Reporting Options.
>
> Either this is a bug, or I am doing something wrong on both machines!
>
> Thanks all!

The Tax Report Options dialog doesn’t seem to be storing the Name or Type fields, so only the Edit button underneath is enabled. The accounts are getting marked tax related and when one clicks Edit and reselects e.g. Individual Income Tax then the rest of the dialog is enabled and the settings entered before are still set.

Regards,
John Ralls


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Re: [GNC] Tax Issues

GnuCash - User mailing list
This sounds like bug #796687, which had been discussed on gnucash-devel recently. 
David

 
 
  On Thu, Jan 17, 2019 at 7:45, John Ralls<[hidden email]> wrote:  

> On Jan 16, 2019, at 2:40 PM, Mike stagl <[hidden email]> wrote:
>
> For what its worth, I updated to Gnucash 3.4 on both a Debian 9 machine and a Windows 7 machine, and both fail to apply the Tax Reporting Options.
>
> Either this is a bug, or I am doing something wrong on both machines!
>
> Thanks all!

The Tax Report Options dialog doesn’t seem to be storing the Name or Type fields, so only the Edit button underneath is enabled. The accounts are getting marked tax related and when one clicks Edit and reselects e.g. Individual Income Tax then the rest of the dialog is enabled and the settings entered before are still set.

Regards,
John Ralls


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Re: [GNC] Tax Issues

Mike stagl
I just read the bug report you mentioned.  Yes, that sounds exactly like what is happening to me.

It sounds like the fix has been found.  Hopefully it gets rolled into a release soon.

Thanks again to all the contributors,

Mike

On Jan 16, 2019, at 9:42 PM, David T. <[hidden email]<mailto:[hidden email]>> wrote:

This sounds like bug #796687, which had been discussed on gnucash-devel recently.

David


On Thu, Jan 17, 2019 at 7:45, John Ralls
<[hidden email]<mailto:[hidden email]>> wrote:


> On Jan 16, 2019, at 2:40 PM, Mike stagl <[hidden email]<mailto:[hidden email]>> wrote:
>
> For what its worth, I updated to Gnucash 3.4 on both a Debian 9 machine and a Windows 7 machine, and both fail to apply the Tax Reporting Options.
>
> Either this is a bug, or I am doing something wrong on both machines!
>
> Thanks all!

The Tax Report Options dialog doesn’t seem to be storing the Name or Type fields, so only the Edit button underneath is enabled. The accounts are getting marked tax related and when one clicks Edit and reselects e.g. Individual Income Tax then the rest of the dialog is enabled and the settings entered before are still set.

Regards,
John Ralls



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Re: [GNC] Tax Issues

Alex Aycinena-2
In reply to this post by Mike stagl
Mike,

--------- Forwarded message ----------

> From: Mike stagl <[hidden email]>
> To: "[hidden email]" <[hidden email]>
> Cc:
> Bcc:
> Date: Wed, 16 Jan 2019 17:51:04 +0000
> Subject: [GNC] Tax Issues
> I'm using GnuCash 3.3 on Debian 9.
>
> I have an existing GnuCash file from 2018 that I would like to modify
> to start using the the Tax Reporting features of GnuCash.  It doesn't
> appear to be working.  Here is what I have tried.
>
> Edit -> Tax Reporting Options
> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
> name like "Tax"; select an expense account; click Tax Related checkbox;
>  I pick a form from Schedule E on the list; and I click OK.
>
> When I view the accounts tab, the Tax Info column displays "Tax Entity
> Type Not Specified".  Also, the Tax Report from the Reports menu comes
> up with no data (it says I need to enter the Tax Report Options dialog
> to set up tax Entity Types).
>
> I see a few comments about the tax stuff not working from time to time,
> I am wondering what the latest is in version 3.3.
>
> Any ideas?  Thanks everyone!
>
> Mike
>
> ---------- Forwarded message ----------
> From: Adrien Monteleone <[hidden email]>
> To: "[hidden email]" <[hidden email]>
> Cc:
> Bcc:
> Date: Wed, 16 Jan 2019 14:45:43 -0600
> Subject: Re: [GNC] Tax Issues
> Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as
> expected. (I’m using MacOS)
>
> As a side note, I did notice how annoying it is that one can’t assign
> multiple accounts to be tax related without exiting the dialog. Clicking
> ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting
> Options, find the next account, mark it tax related, choose a form, click
> ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that
> is missing.
>
> Regards,
> Adrien
>
>
This is a known issue.

If you entered Tax Name and Tax Type in an earlier version, the data
persists. There was a problem in the generation of the Tax Report but that
was fixed in the latest release. So if you had already entered the Tax Name
and Tax Type earlier, you can generate the Tax Report.

However, if you hadn't previously entered the Tax Name and Tax Type, the
current release won't save it (it's a bug). The fix for the bug will be
available in the next release.

Regards,

Alex
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Re: [GNC] Tax Issues

GnuCash - User mailing list
In reply to this post by Adrien Monteleone-2
Adrien,

Your observations about the limiting aspects of the interface on this feature have been raised before; I will note that there is one exception to the single account tax option rule: you can designate an account and its children to the same tax option setting in one pass. This can be helpful if you have, say, multiple dividend accounts entered as subaccounts under Income:Dividends.

David T.

> On Jan 17, 2019, at 2:15 AM, Adrien Monteleone <[hidden email]> wrote:
>
> Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as expected. (I’m using MacOS)
>
> As a side note, I did notice how annoying it is that one can’t assign multiple accounts to be tax related without exiting the dialog. Clicking ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting Options, find the next account, mark it tax related, choose a form, click ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that is missing.
>
> Regards,
> Adrien
>
>> On Jan 16, 2019, at 11:51 AM, Mike stagl <[hidden email]> wrote:
>>
>> I'm using GnuCash 3.3 on Debian 9.
>>
>> I have an existing GnuCash file from 2018 that I would like to modify
>> to start using the the Tax Reporting features of GnuCash.  It doesn't
>> appear to be working.  Here is what I have tried.
>>
>> Edit -> Tax Reporting Options
>> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
>> name like "Tax"; select an expense account; click Tax Related checkbox;
>> I pick a form from Schedule E on the list; and I click OK.
>>
>> When I view the accounts tab, the Tax Info column displays "Tax Entity
>> Type Not Specified".  Also, the Tax Report from the Reports menu comes
>> up with no data (it says I need to enter the Tax Report Options dialog
>> to set up tax Entity Types).
>>
>> I see a few comments about the tax stuff not working from time to time,
>> I am wondering what the latest is in version 3.3.
>>
>> Any ideas?  Thanks everyone!
>>
>> Mike
>> _______________________________________________
>> gnucash-user mailing list
>> [hidden email]
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>> -----
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>
>
> _______________________________________________
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> [hidden email]
> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Tax Issues

Adrien Monteleone-2
Thanks David,

That is helpful to know.

I’ll check the list archives for discussion and then Bugzilla to see if this has been reported. That workflow is quite cumbersome.

Regards,
Adrien

> On Jan 17, 2019, at 6:21 AM, David T. <[hidden email]> wrote:
>
> Adrien,
>
> Your observations about the limiting aspects of the interface on this feature have been raised before; I will note that there is one exception to the single account tax option rule: you can designate an account and its children to the same tax option setting in one pass. This can be helpful if you have, say, multiple dividend accounts entered as subaccounts under Income:Dividends.
>
> David T.
>
>> On Jan 17, 2019, at 2:15 AM, Adrien Monteleone <[hidden email]> wrote:
>>
>> Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as expected. (I’m using MacOS)
>>
>> As a side note, I did notice how annoying it is that one can’t assign multiple accounts to be tax related without exiting the dialog. Clicking ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting Options, find the next account, mark it tax related, choose a form, click ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that is missing.
>>
>> Regards,
>> Adrien
>>
>>> On Jan 16, 2019, at 11:51 AM, Mike stagl <[hidden email]> wrote:
>>>
>>> I'm using GnuCash 3.3 on Debian 9.
>>>
>>> I have an existing GnuCash file from 2018 that I would like to modify
>>> to start using the the Tax Reporting features of GnuCash.  It doesn't
>>> appear to be working.  Here is what I have tried.
>>>
>>> Edit -> Tax Reporting Options
>>> I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
>>> name like "Tax"; select an expense account; click Tax Related checkbox;
>>> I pick a form from Schedule E on the list; and I click OK.
>>>
>>> When I view the accounts tab, the Tax Info column displays "Tax Entity
>>> Type Not Specified".  Also, the Tax Report from the Reports menu comes
>>> up with no data (it says I need to enter the Tax Report Options dialog
>>> to set up tax Entity Types).
>>>
>>> I see a few comments about the tax stuff not working from time to time,
>>> I am wondering what the latest is in version 3.3.
>>>
>>> Any ideas?  Thanks everyone!
>>>
>>> Mike
>>> _______________________________________________
>>> gnucash-user mailing list
>>> [hidden email]
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>>>
>>
>>
>> _______________________________________________
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>> [hidden email]
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>> -----
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>> You can do this by using Reply-To-List or Reply-All.
>
>


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Re: [GNC] Tax Issues

Mike stagl
In reply to this post by Alex Aycinena-2
Thanks! I found the bug fix you mentioned and build gnucash on my Debian 9 machine with the corrected code.  It works perfectly!

Thank you!

Mike
________________________________
From: Alex Aycinena <[hidden email]>
Sent: Thursday, January 17, 2019 12:15:29 AM
To: [hidden email]; [hidden email]
Subject: Re: Tax Issues

Mike,

--------- Forwarded message ----------
From: Mike stagl <[hidden email]<mailto:[hidden email]>>
To: "[hidden email]<mailto:[hidden email]>" <[hidden email]<mailto:[hidden email]>>
Cc:
Bcc:
Date: Wed, 16 Jan 2019 17:51:04 +0000
Subject: [GNC] Tax Issues
I'm using GnuCash 3.3 on Debian 9.

I have an existing GnuCash file from 2018 that I would like to modify
to start using the the Tax Reporting features of GnuCash.  It doesn't
appear to be working.  Here is what I have tried.

Edit -> Tax Reporting Options
I EDIT Income Tax Identity to Individual (U.S. Form 1040) and enter a
name like "Tax"; select an expense account; click Tax Related checkbox;
 I pick a form from Schedule E on the list; and I click OK.

When I view the accounts tab, the Tax Info column displays "Tax Entity
Type Not Specified".  Also, the Tax Report from the Reports menu comes
up with no data (it says I need to enter the Tax Report Options dialog
to set up tax Entity Types).

I see a few comments about the tax stuff not working from time to time,
I am wondering what the latest is in version 3.3.

Any ideas?  Thanks everyone!

Mike

---------- Forwarded message ----------
From: Adrien Monteleone <[hidden email]<mailto:[hidden email]>>
To: "[hidden email]<mailto:[hidden email]>" <[hidden email]<mailto:[hidden email]>>
Cc:
Bcc:
Date: Wed, 16 Jan 2019 14:45:43 -0600
Subject: Re: [GNC] Tax Issues
Sorry I don’t have a copy of 3.3 handy to test, but on 3.4 it works as expected. (I’m using MacOS)

As a side note, I did notice how annoying it is that one can’t assign multiple accounts to be tax related without exiting the dialog. Clicking ‘OK’ closes the dialog and the user has to go back to Edit > Tax Reporting Options, find the next account, mark it tax related, choose a form, click ‘OK’, rinse repeat. It seems to me there should be an ‘Apply’ button that is missing.

Regards,
Adrien


This is a known issue.

If you entered Tax Name and Tax Type in an earlier version, the data persists. There was a problem in the generation of the Tax Report but that was fixed in the latest release. So if you had already entered the Tax Name and Tax Type earlier, you can generate the Tax Report.

However, if you hadn't previously entered the Tax Name and Tax Type, the current release won't save it (it's a bug). The fix for the bug will be available in the next release.

Regards,

Alex
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