Jason Rennie writes:
>
> Am Son, 02 Jul 2000 schrieb Robert:
> > * Tax-related transactions? Basically
> > just a transaction report with
> > appropriate accounts selected. Do we want to do this? Not
> > straight away, to be honest - too risky!
>
> Might it be worthwhile to have a property for each account that indicates
> whether or not the account is tax-related? We might even want to make it
> specific to the acc. type. i.e. if "Income" is chosen as the account
> type, show a checkbox that says "Taxable Income"?
>
Something like this, but even more flexible, is being developed by the
engine guys right now.
> Am Son, 02 Jul 2000 schrieb Robert:
> > *Investment Income Report - Dividends
> > (taxable/non-taxable)
> > -Interest (taxable/non-taxable)
> > - capital gains
> > redistribution
> > - expenses.
> > - realized/unrealized
> > gain loss.
>
> [EMAIL PROTECTED] said:
> > FIFO - first in, first out - that should be the rule!
>
> You can't safely make that assumption. U.S. taxes allow you to match up
> buys and sells to reduce gains (compared to what you would be paying with
> FIFO or some other simple algorithm). Maybe we could allow the user to
> choose one of three or four cost basis calculation styles?
>
Actually, we're going to make it totally user specifiable, if they so
choose. Some people need this flexibility to minimise tax.
> Am Son, 02 Jul 2000 schrieb Robert:
> > Instead, we need to give the ability for our
> > users to save report options. As we already have global options
> > saving code, I can't see this being a huge problem. In that way,
> > users can select the categories and dates that should be included in
> > the reports to make their own "tax reports" - or anything else.
> > To make this easier, we need to be able to specify dates in a relative
> > manner, such as "this month" or "current accounting period".
>
> Yup. We should definitely have something like this. I'd suggest having
> "Report Templates" (e.g. investment income, incompe/expense, budget,
> etc.), "Reports" (report template coupled with user-specified options) and
> "Statements" (equivalent to the papers the bank sends you every month).
> It would be good to make these distinctions and to allow Reports and
> Statements to be saved. Report Templates would be built into GNUCash.
>
Agreed. We already let you export the generated reports (they are
generated as HTML).
> Am Son, 02 Jul 2000 schrieb Robert:
> > The final issue I have is how we select which accounts are included in
> > reports, and which are displayed explicitly and which are subsumed
> > into the display of a parent account.
>
> [EMAIL PROTECTED] said:
> > Is it not possible to choose it in each "own report"?
>
> I agree with Poldi. Make it specific to each report.
>
Yes, but we need a tree widget set up to make this kind of selection
easy.
------------------------------------------------------------
Robert Merkel [EMAIL PROTECTED]
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