I cannot say whether version 3.x is different as I have not tried that, but in the 2.6.x versions it is necessary to use the tax report options configuration to assign a tax form, line number and copy number to each tax worthy account individually before it will appear in the Tax report. Since it is impossible to do this to more than one account at a time, it is very tedious to set up initially, but it is nice once it is working. In my case I am in the US and using the US forms. I started with accounts that are assigned to the basic income lines on the 1040 form. If your tax situation involves as many forms and lines as mine, it will probably take several trials to find all the accounts that are tax worthy and get them correctly assigned.
Once you feel that you are close you can check the Tax Info Column in the Chart of Accounts to verify whether any given account is configured for the tax report. Since you state that you did those things but the information is not 'sticking', that is probably a bug in the 3.x release. I know that others have reported bugs with various reports in v3.x Lets hear from others who have migrated with a previously configured tax report. David C On Mon, May 7, 2018 at 10:52 PM, Tom Charles <tomcharl...@gmail.com> wrote: > Hello, > > I am using v3.1 of GNUCash and I am try to set up the Tax Schedule Report > and cannot figure out why I cannot get the report to run and give me the > expected data. The message I get is the following: > > Period from 2018-Jan-01 to 2018-Dec-31 > Tax Year 2018 > Tax Entity Type: *None specified* > All amounts in USD unless otherwise noted > The Income Tax Report is only available for valid Income Tax Entity > Types. Go to the Edit->Tax Report Options dialog to change your Income Tax > Entity Type selection and set up tax-related accounts. > > I did use the Edit->Tax Report Options to set the tax related information > for my accounts. > > In the dialog box I select Edit. Then I set the "Type" to "Individual, > Joint, etc. - Files US Form 1040 Tax Return", then clicked apply. > I then went through and for each account that I wanted in the report I > selected the "Tax Related" box, then selected the TXF category for each. I > then clicked OK. > > I noticed when I looked at the accounts in the "Accounts" page it stated > (under the "Tax Info" heading) for each account that the "Tax Entity Type > was not specified" for every account I set up. This seems to relate to the > notice I get when I run the report. > > > What am I missing? Any help would be much appreciated! > > Thanks in advance! > Tom > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > 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. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org 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.