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| Reporting split transactions? https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=6967 |
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| Author: | Dwain Wilder [ Sun Jan 29, 2023 3:17 am ] |
| Post subject: | Reporting split transactions? |
I am trying to devise a way to parse out and summarize my income subject to state tax and the state taxes I've collected, in preparation for filing the taxes. I register these taxable entries as splits, with a category for BxInc:sales and BxRcpt:Tax. I'm using Smart Folders, which have the ability to recognize taxable transactions with splits categorized as BxRcpt:Tax to create a list of the required entries. And I've created Summary Reports for the state's fiscal year and report Taxable income and taxes. The reporting of taxes works as expected, filtering for the category BxRcpt:Tax. But the Summary of taxable income does not report the split entry for bxInc:Sales. It seems Account Summaries will only report the bxrcpt:Tax and the entire entry amount, not reporting the BxInc:sales split entry. Is there some other way I should be using to get this done? Or have I stumbled upon a bug in the Summary Reports regarding reports on multiple split entries? Thanks for any advice! Dwain |
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| Author: | Dwain Wilder [ Sun Jan 29, 2023 1:18 pm ] |
| Post subject: | Re: Reporting split transactions? |
Solved! I created separate smart folders for state taxable income and state taxes received. Then the two summaries for those smart folders worked. |
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