David, > > ---------- Forwarded message ---------- > From: "David T." <sunfis...@yahoo.com> > To: gnucash-devel <gnucash-devel@gnucash.org> > Cc: > Bcc: > Date: Mon, 21 Jan 2019 19:11:59 +0530 > Subject: [GNC-dev] Tax Report Options: Payer Name Source Option > Hello, > > On the Tax Report Options dialog, there is an option named “Payer Name > Source” that once allowed the user to select “Current Account” or “Parent > Account” as needed. This option, when set to “Parent Account" would force > the TXF report to roll the information in a child account up to its parent > (i.e., Expenses:Charity:MyCharity would display in the TXF report under > Expenses:Charity). > > I say “once” because I cannot seem to get this option now to activate; it > is always greyed out. I have checked this in GC3.4 and GC2.6.19 on MacOS > Mojave; it is not active in either. I know that it worked at some point, > since I used it. Now, I cannot get it active to set. > > Ideas? > > David T. > > I checked with both 3.4 and 2.6.21 and it seems to work correctly.
The feature is not intended to work with all TXF Categories (for example, expenses:Charity). It is intended for things like Interest and Dividends where you may have, say dividends, credited to a sub-account of the brokerage (e.g., the security sub-account, say, IBM) but Schedule B wants the total dividends shown by the parent not the payer (e.g., the broker, say, Morgan Stanley who sends you your 1099-DIV). This allows the report to collect these all together for you. (For it to work properly, all the sub-accounts need to be directly under the parent, as is pointed out in the documentation, I believe). Check under Income with Dividends to see if it not greyed out. Regards, Alex _______________________________________________ gnucash-devel mailing list gnucash-devel@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-devel
