date:20230514

> On May 14, 2023, at 19:24, flywire  wrote:
> 
> GnuCash Tax reporting feature doesn't work for Australia.

Nor are they intended to be. TXF is a format invented by a US company, Intuit, 
to transfer information from their Quicken personal finance manager to their US 
tax-reporting program Turbotax. Other programs adopted the format as a defacto 
standard. The codes are keyed to US tax forms. The code is in a directory named 
libgnucash/tax/us and gnucash/report/reports/locale-specific/us. There's a 
maintained German interpretation in libgnucash/tax/de_DE and 
gnucash/report/reports/locale-specific/de_DE, but it hasn't had any substantive 
maintenance in 12 years.

A PR for an Australian version would be welcome, but for it to be really useful 
somebody has to maintain it like Alex does the US one. Even that ignores the 
other end of the equation, the tax program to import the TXF data.

FWIW I have fairly complex taxes but i find it easier to run a balance sheet 
and income statement for the end of the year and just fill out the Turbotax 
questionnaires from that than to maintain the ever-changing relationships 
between accounts and TXF categories.

Regards,
John Ralls

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[GNC] Tax report options

2023-05-14 Thread flywire

GnuCash Tax reporting feature doesn't work for Australia. To extend a few
comments:

> ...enter these foreign tax transactions... to a separate foreign tax
account
> That's perhaps because you hold foreign stocks only through mutual funds
> That's what accountants are for. Asking GnuCash to provide that level of
monitoring is out of scope for the software.

I disagree with the last comment. One of my favorite features of GnuCash is
tracking these ETF components and it has nothing to do with accountants.
With community support, I set up a contra account to get tax or financial
(cash) reporting from something I never understood (details in
https://lists.gnucash.org/pipermail/gnucash-user/2021-August/097493.html
thread).

It is a fairly quick and easy process using excel/python and Multi-split
csv import. ETF foreign tax transactions using normal accounts are shown
in
https://github.com/flywire/ETF-Annual-Statement/blob/main/VAS-annual-tax-statement-2018.png
and https://github.com/flywire/ETF-Annual-Statement as codes.

It is a spreadsheet process to add share/franking credits to etf/franking
credits (Distribution:13Q) and similar for capital gains
(Distribution:18H:18A) since the components are the same tax item. Any
thoughts of how I could sum them in reports from different account trees?
Tags would be a bit messy. I don't use account codes.

Regards
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Re: [GNC] VISA Transactions downloads issue

OK, there's no separate config file for libofx. The association between the 
account number in the OFX file (the  element; my Capital One account 
uses the last 4 digits of the CC number) and the GnuCash account is established 
by a data element attached to the account named online_id. That should be the 
id shown in the Import Map Editor.

If you've successfully deleted the online_id with the import match editor then 
at the next import GnuCash should ask you into what account to import the data. 
If that doesn't happen then the GnuCash is finding that account id associated 
with account v1 somewhere. First make sure that it doesn't show up anywhere 
else in the import map editor, and make sure that account v2 isn't a 
placeholder. The simplest way to find that is to use a text search: Make sure 
that Comporess Files in Preferences>General under Files is unchecked, then save 
the file and open it with your favorite text editor. Search for the account id 
and see if it turns up anywhere.

Regards,
John Ralls

> On May 14, 2023, at 18:24, Ze'ev Ionis  wrote:
> 
> I use the menu options 'File/Import/Import OFX/QFX’.  I don’t use AQBanking.  
> I first download the file from the bank, and then import it using the option 
> above.
>  
> Ze’ev
>  
> -Original Message-
> From: John Ralls  
> Sent: Sunday, May 14, 2023 6:16 PM
> To: Ze'ev Ionis 
> Cc: gnucash-user@gnucash.org
> Subject: Re: [GNC] VISA Transactions downloads issue
>  
> Do you mean that you're downloading via OFX DirectConnect using AQBanking? In 
> that case there's a config directory named .aqbanking in your home directory. 
> If you've been using aqbanking for a long time there will be three 
> subdirectories, backends, settings, and settings6. The last is the one of 
> interest. You're probably better off manipulating its contents via the 
> AQBanking setup program run via Tools>Online Banking Setup than trying to 
> figure out what to edit by hand.
>  
> If you're doing something else, please provide the details.
>  
> Regards,
> John Ralls
>  
>  
> > On May 14, 2023, at 10:08, Ze'ev Ionis  > > wrote:
> > 
> > I download transactions from the CIBC bank here in Canada.  Mostly, it 
> > works great.  However, two of my Visa transactions seem to have gotten 
> > "entangled".  That is, when I download either Visa, the transactions always 
> > go to one account - call it V1.  When I look in the Import Map Editor, 
> > Online Tab, I see that for V2 the correct match string is there, but none 
> > of the transactions go there!  When I look at V1 there is no Match String, 
> > and all the transactions for V2 and V1 invariably go there to V1.  I have 
> > deleted The V1 and V2 entries a number of times but cannot seem to get the 
> > match string to show up for V1 - it always "sucks" the transactions for 
> > both V1 and V2 into itself!  I figure there must be a config file somewhere 
> > that I could edit directly but have no idea where that might be.  Any help 
> > would be appreciated!
> > 
> > Ze'ev Ionis
> > 
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Re: [GNC] VISA Transactions downloads issue

2023-05-14 Thread Ze'ev Ionis

I use the menu options 'File/Import/Import OFX/QFX'.  I don't use AQBanking.  I 
first download the file from the bank, and then import it using the option 
above.

Ze'ev

-Original Message-
From: John Ralls 
Sent: Sunday, May 14, 2023 6:16 PM
To: Ze'ev Ionis 
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] VISA Transactions downloads issue

Do you mean that you're downloading via OFX DirectConnect using AQBanking? In 
that case there's a config directory named .aqbanking in your home directory. 
If you've been using aqbanking for a long time there will be three 
subdirectories, backends, settings, and settings6. The last is the one of 
interest. You're probably better off manipulating its contents via the 
AQBanking setup program run via Tools>Online Banking Setup than trying to 
figure out what to edit by hand.

If you're doing something else, please provide the details.

Regards,

John Ralls

> On May 14, 2023, at 10:08, Ze'ev Ionis 
> mailto:z.io...@mendz.com>> wrote:

>

> I download transactions from the CIBC bank here in Canada.  Mostly, it works 
> great.  However, two of my Visa transactions seem to have gotten "entangled". 
>  That is, when I download either Visa, the transactions always go to one 
> account - call it V1.  When I look in the Import Map Editor, Online Tab, I 
> see that for V2 the correct match string is there, but none of the 
> transactions go there!  When I look at V1 there is no Match String, and all 
> the transactions for V2 and V1 invariably go there to V1.  I have deleted The 
> V1 and V2 entries a number of times but cannot seem to get the match string 
> to show up for V1 - it always "sucks" the transactions for both V1 and V2 
> into itself!  I figure there must be a config file somewhere that I could 
> edit directly but have no idea where that might be.  Any help would be 
> appreciated!

>

> Ze'ev Ionis

>

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Re: [GNC] Tax report options

2023-05-14 Thread Ken Farley

Why yes, John, that's exactly it. I've only owned foreign stocks in 
mutual funds (and ETFs). So if you ask me right now, almost halfway 
through the year, how much foreign taxes I've paid or had paid for me, I 
just shrug. I won't know until next February. Oddly enough, one of the 
past letters I've gotten from the IRS was not a "you botched this, and 
owe us" but rather "you missed this and we owe you". All part of the 
Byzantine puzzle we are forced to endure every year, I suppose.

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Re: [GNC] VISA Transactions downloads issue

Do you mean that you're downloading via OFX DirectConnect using AQBanking? In 
that case there's a config directory named .aqbanking in your home directory. 
If you've been using aqbanking for a long time there will be three 
subdirectories, backends, settings, and settings6. The last is the one of 
interest. You're probably better off manipulating its contents via the 
AQBanking setup program run via Tools>Online Banking Setup than trying to 
figure out what to edit by hand.

If you're doing something else, please provide the details.

Regards,
John Ralls

> On May 14, 2023, at 10:08, Ze'ev Ionis  wrote:
> 
> I download transactions from the CIBC bank here in Canada.  Mostly, it works 
> great.  However, two of my Visa transactions seem to have gotten "entangled". 
>  That is, when I download either Visa, the transactions always go to one 
> account - call it V1.  When I look in the Import Map Editor, Online Tab, I 
> see that for V2 the correct match string is there, but none of the 
> transactions go there!  When I look at V1 there is no Match String, and all 
> the transactions for V2 and V1 invariably go there to V1.  I have deleted The 
> V1 and V2 entries a number of times but cannot seem to get the match string 
> to show up for V1 - it always "sucks" the transactions for both V1 and V2 
> into itself!  I figure there must be a config file somewhere that I could 
> edit directly but have no idea where that might be.  Any help would be 
> appreciated!
> 
> Ze'ev Ionis
> 
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Re: [GNC] Tax report options

That's perhaps because you hold foreign stocks only through mutual funds. The 
brokers I've used over the years (mostly Smith Barney and Schwab) report 
foreign tax withheld on statements as part of reporting dividends on individual 
foreign stocks that I hold via ADRs.

Regards,
John Ralls

> On May 14, 2023, at 09:24, Ken Farley  wrote:
> 
> Form 1116 has cost me at least a couple of iterations of filing my taxes in 
> the past. It would be nice if something told me I needed it...but unless I 
> was paying taxes to a foreign nation directly, meaning a transaction occurs 
> in one of my accounts, I don't see how I would have it included in this 
> report. Dividends I get, interest received, capital gains, etc. These are all 
> entries into my ledgers that the report can be told to use. The taxes paid 
> that are useful for the Form 1116 tax credit are only known to me when I get 
> my 1099 Forms from my investment brokerage. I have absolutely no idea what 
> they will be until I see that entry in the form. So, I don't understand how 
> the tax report in Gnucash would be able to supply you with this information?
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Re: [GNC] Crashes on .LCK file

2023-05-14 Thread Michael or Penny Novack



As far as I can tell, there's only one .LCK file, named with the data 
file that I was trying to open. 





    I have multiple GnuCash data files. When one is open, and I wish to
    switch to another data file, sometimes it crashes GnuCash.
    Deleting the
    .LCK file resolves the problem and allows the data file to open as
    normal. 


There is one lock file per resource being protected against simultaneous 
access << I am intentionally using generalized terminology because this 
is a not a :gnucash thing but a general method and the resource isn't 
even necessarily a file (though 99% of the time, it is)


If you have multiple gnucash data files (you are keeping multiple sets 
of books) then EACH would have a lock file when in use. It is the 
existence of the lock file that signals "in use".



Michael D Novack

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[GNC] Account Total balance for stocks

2023-05-14 Thread Jon Schewe

I have my accounts page setup to show the "Total" and "Total (USD)"
columns. I had thought that the "Total (USD)" column would take the
number of shares times the current price and show that as the balance.
It doesn't appear that's the case. The "Total (USD)" column has a
different value than the "Total" column, but it's not correct. However
when I look at a graph of my account balance over time, that graph is
doing what appears to be the correct calculation and multiplying the
current number of shares by the current share price. Am I missing
something in the configuration of this column? Or this the design and
I'm looking for a different column?

Jon

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Re: [GNC] Tax report options

That's perhaps because you hold foreign stocks only through mutual funds. The 
brokers I've used over the years (mostly Smith Barney and Schwab) report 
foreign tax withheld on statements as part of reporting dividends on individual 
foreign stocks that I hold via ADRs.

Regards,
John Ralls

> On May 14, 2023, at 09:24, Ken Farley  wrote:
> 
> Form 1116 has cost me at least a couple of iterations of filing my taxes in 
> the past. It would be nice if something told me I needed it...but unless I 
> was paying taxes to a foreign nation directly, meaning a transaction occurs 
> in one of my accounts, I don't see how I would have it included in this 
> report. Dividends I get, interest received, capital gains, etc. These are all 
> entries into my ledgers that the report can be told to use. The taxes paid 
> that are useful for the Form 1116 tax credit are only known to me when I get 
> my 1099 Forms from my investment brokerage. I have absolutely no idea what 
> they will be until I see that entry in the form. So, I don't understand how 
> the tax report in Gnucash would be able to supply you with this information?
> ___
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Re: [GNC] Crashes on .LCK file

2023-05-14 Thread Al Heynneman


On 5/13/23 4:30 PM, David Carlson wrote:

Al,

Do you notice if there are two .LCK files briefly during the 
transition or possibly after a crash?


As far as I can tell, there's only one .LCK file, named with the data 
file that I was trying to open.


Thanks for any help!

Cheers, Al



On Sat, May 13, 2023 at 5:45 PM Al Heynneman  wrote:

I have multiple GnuCash data files. When one is open, and I wish to
switch to another data file, sometimes it crashes GnuCash.
Deleting the
.LCK file resolves the problem and allows the data file to open as
normal.
-- 
*Al Heynneman*

heynn...@gmail.com
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--
David Carlson



--
*Al Heynneman*
heynn...@gmail.com
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Re: [GNC] Finance:Quote again [sorry]

2023-05-14 Thread Bruce Schuck


On Sun May 14 13:26:34 EDT 2023, Bruce Schuck wrote:

I also have a suspicion that Yahoo is going to notice an uptick in 
use of the v6 API and block it from outside access. That will likely
 repeat if the module is reworked to utilize one of the other URLs 
noted in the F::Q issue. In the end, may have to rewrite the Yahoo 
module to one that does web scraping instead of a simple JSON parse.


That said, I am looking at adding a module for what was World 
Trading Data and is now MarketStack (https://marketstack.com/). But

it is only 100 requests per *month* for just end-of-day data. Might
not be worth the time.
Those wishing to discuss or propose alternate quote sources for 
Finance::Quote can do so in the "Quote Sources" discussion at 
https://github.com/finance-quote/finance-quote/discussions/274.


- Bruce S.
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Re: [GNC] Finance:Quote again [sorry]

2023-05-14 Thread Bruce Schuck

On 5/13/23 17:50 UTC, David G. Pickett wrote:

> You seem to get to choose either Alphadvantage, which turns slow
> after a few stocks, or Yahoo v6, where we wonder how long before
> Yahoo discovers the v6 URL bypasses their v7 authentication and they
> stop servicing it.

You are more than welcome to search for another source and contribute a
new module to F::Q. As I said here,
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106880.html,
companies pay big $$ for realtime access to the securities data, and
with that comes licensing and limitations on how it can be shared,
resold, etc. Likely the reason there are not many sources freely available.

I also have a suspicion that Yahoo is going to notice an uptick in use 
of the v6 API and block it from outside access. That will likely repeat 
if the module is reworked to utilize one of the other URLs noted in the 
F::Q issue. In the end, may have to rewrite the Yahoo module to one that 
does web scraping instead of a simple JSON parse.

That said, I am looking at adding a module for what was World Trading 
Data and is now MarketStack (https://marketstack.com/). But it is only 
100 requests per *month* for just end-of-day data. Might not be worth 
the time.

- Bruce S.

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Re: [GNC] Tax report options

That's what accountants are for. Asking GnuCash to provide that level of 
monitoring is out of scope for the software. 

⁣David T. 

On May 14, 2023, 5:25 PM, at 5:25 PM, Ken Farley  wrote:
>Form 1116 has cost me at least a couple of iterations of filing my
>taxes 
>in the past. It would be nice if something told me I needed it...but 
>unless I was paying taxes to a foreign nation directly, meaning a 
>transaction occurs in one of my accounts, I don't see how I would have 
>it included in this report. Dividends I get, interest received, capital
>
>gains, etc. These are all entries into my ledgers that the report can
>be 
>told to use. The taxes paid that are useful for the Form 1116 tax
>credit 
>are only known to me when I get my 1099 Forms from my investment 
>brokerage. I have absolutely no idea what they will be until I see that
>
>entry in the form. So, I don't understand how the tax report in Gnucash
>
>would be able to supply you with this information?
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Re: [GNC] Tax report options

I enter these foreign tax transactions as they are transmitted to me by the 
broker (my brokerage presents them all). They go to a separate foreign tax 
account, making tracking easy. 

⁣David T. 

On May 14, 2023, 5:44 PM, at 5:44 PM, Fred Tydeman  
wrote:
>When I get the 1099 DIV forms for mutual funds and stock brokerage
>accounts,
>I add two transactions dated year end (if this is the only mention of
>foreign taxes):
>  Foreign tax:  +xxx  (expense)
>  Dividend:   +xxx  (income)
>for each net foreign tax paid for each security.
>I am looking for the total of all the foreign tax entries.
>
>Other investments, tell me about each gross dividend / interest payment
>and
>how
>much foreign tax was withheld.  Those I can enter as each is done.
>
>
>
>On Sun, May 14, 2023 at 4:24 PM Ken Farley  wrote:
>
>> Form 1116 has cost me at least a couple of iterations of filing my
>taxes
>> in the past. It would be nice if something told me I needed it...but
>> unless I was paying taxes to a foreign nation directly, meaning a
>> transaction occurs in one of my accounts, I don't see how I would
>have
>> it included in this report. Dividends I get, interest received,
>capital
>> gains, etc. These are all entries into my ledgers that the report can
>be
>> told to use. The taxes paid that are useful for the Form 1116 tax
>credit
>> are only known to me when I get my 1099 Forms from my investment
>> brokerage. I have absolutely no idea what they will be until I see
>that
>> entry in the form. So, I don't understand how the tax report in
>Gnucash
>> would be able to supply you with this information?
>> ___
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Re: [GNC] VISA Transactions downloads issue

2023-05-14 Thread Ze'ev Ionis

Sorry – should have included this..  I’m on Windows 11, using 5.0 Build ID: git 
5.0-48-g2f471e65a7+(2023-04-09).  I did recently update, but these issues have 
been around for me for a while.

From: David Carlson 
Sent: Sunday, May 14, 2023 11:26 AM
To: Ze'ev Ionis 
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] VISA Transactions downloads issue

Ze'ev Ioni,

Please tell us which version of GnuCash you are using and your operating 
system.  Did you recently update GnuCash?

On Sun, May 14, 2023 at 10:09 AM Ze'ev Ionis 
mailto:z.io...@mendz.com>> wrote:
I download transactions from the CIBC bank here in Canada.  Mostly, it works 
great.  However, two of my Visa transactions seem to have gotten "entangled".  
That is, when I download either Visa, the transactions always go to one account 
- call it V1.  When I look in the Import Map Editor, Online Tab, I see that for 
V2 the correct match string is there, but none of the transactions go there!  
When I look at V1 there is no Match String, and all the transactions for V2 and 
V1 invariably go there to V1.  I have deleted The V1 and V2 entries a number of 
times but cannot seem to get the match string to show up for V1 - it always 
"sucks" the transactions for both V1 and V2 into itself!  I figure there must 
be a config file somewhere that I could edit directly but have no idea where 
that might be.  Any help would be appreciated!

Ze'ev Ionis

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Re: [GNC] VISA Transactions downloads issue

2023-05-14 Thread David Carlson

 Ze'ev Ioni,

Please tell us which version of GnuCash you are using and your operating
system.  Did you recently update GnuCash?

On Sun, May 14, 2023 at 10:09 AM Ze'ev Ionis  wrote:

> I download transactions from the CIBC bank here in Canada.  Mostly, it
> works great.  However, two of my Visa transactions seem to have gotten
> "entangled".  That is, when I download either Visa, the transactions always
> go to one account - call it V1.  When I look in the Import Map Editor,
> Online Tab, I see that for V2 the correct match string is there, but none
> of the transactions go there!  When I look at V1 there is no Match String,
> and all the transactions for V2 and V1 invariably go there to V1.  I have
> deleted The V1 and V2 entries a number of times but cannot seem to get the
> match string to show up for V1 - it always "sucks" the transactions for
> both V1 and V2 into itself!  I figure there must be a config file somewhere
> that I could edit directly but have no idea where that might be.  Any help
> would be appreciated!
>
> Ze'ev Ionis
>
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Re: [GNC] Tax report options

2023-05-14 Thread Brad Morrison

While I have nothing useful to say about tracking foreign taxes paid in 
GnuCash, I will add that IRS Form 1116 
(https://www.irs.gov/forms-pubs/about-form-1116) is unpleasant to deal 
with and the firm that I work for usually elects not to file it, if the 
client meets the election requirements 
(https://www.irs.gov/instructions/i1116#en_US_2022_publink11441fd0e81), 
which in most cases is limited by bullet point #3 on that first list: 
"Your total creditable foreign taxes aren't more than $300 ($600 if 
married filing a joint return)." Well, as long as we are talking about 
individual returns and not fiduciary (estates, trusts) returns...


It does not look like Open Tax Solver supports form 1116 - 
https://opentaxsolver.sourceforge.net/forms.html


Brad

On 5/14/23 07:43, Fred Tydeman wrote:

When I get the 1099 DIV forms for mutual funds and stock brokerage accounts,
I add two transactions dated year end (if this is the only mention of
foreign taxes):
   Foreign tax:  +xxx  (expense)
   Dividend:   +xxx  (income)
for each net foreign tax paid for each security.
I am looking for the total of all the foreign tax entries.

Other investments, tell me about each gross dividend / interest payment and
how
much foreign tax was withheld.  Those I can enter as each is done.



On Sun, May 14, 2023 at 4:24 PM Ken Farley  wrote:


Form 1116 has cost me at least a couple of iterations of filing my taxes
in the past. It would be nice if something told me I needed it...but
unless I was paying taxes to a foreign nation directly, meaning a
transaction occurs in one of my accounts, I don't see how I would have
it included in this report. Dividends I get, interest received, capital
gains, etc. These are all entries into my ledgers that the report can be
told to use. The taxes paid that are useful for the Form 1116 tax credit
are only known to me when I get my 1099 Forms from my investment
brokerage. I have absolutely no idea what they will be until I see that
entry in the form. So, I don't understand how the tax report in Gnucash
would be able to supply you with this information?
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[GNC] VISA Transactions downloads issue

2023-05-14 Thread Ze'ev Ionis

I download transactions from the CIBC bank here in Canada.  Mostly, it works 
great.  However, two of my Visa transactions seem to have gotten "entangled".  
That is, when I download either Visa, the transactions always go to one account 
- call it V1.  When I look in the Import Map Editor, Online Tab, I see that for 
V2 the correct match string is there, but none of the transactions go there!  
When I look at V1 there is no Match String, and all the transactions for V2 and 
V1 invariably go there to V1.  I have deleted The V1 and V2 entries a number of 
times but cannot seem to get the match string to show up for V1 - it always 
"sucks" the transactions for both V1 and V2 into itself!  I figure there must 
be a config file somewhere that I could edit directly but have no idea where 
that might be.  Any help would be appreciated!

Ze'ev Ionis

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Re: [GNC] Tax report options

When I get the 1099 DIV forms for mutual funds and stock brokerage accounts,
I add two transactions dated year end (if this is the only mention of
foreign taxes):
  Foreign tax:  +xxx  (expense)
  Dividend:   +xxx  (income)
for each net foreign tax paid for each security.
I am looking for the total of all the foreign tax entries.

Other investments, tell me about each gross dividend / interest payment and
how
much foreign tax was withheld.  Those I can enter as each is done.



On Sun, May 14, 2023 at 4:24 PM Ken Farley  wrote:

> Form 1116 has cost me at least a couple of iterations of filing my taxes
> in the past. It would be nice if something told me I needed it...but
> unless I was paying taxes to a foreign nation directly, meaning a
> transaction occurs in one of my accounts, I don't see how I would have
> it included in this report. Dividends I get, interest received, capital
> gains, etc. These are all entries into my ledgers that the report can be
> told to use. The taxes paid that are useful for the Form 1116 tax credit
> are only known to me when I get my 1099 Forms from my investment
> brokerage. I have absolutely no idea what they will be until I see that
> entry in the form. So, I don't understand how the tax report in Gnucash
> would be able to supply you with this information?
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Re: [GNC] Tax report options

2023-05-14 Thread Ken Farley

Form 1116 has cost me at least a couple of iterations of filing my taxes 
in the past. It would be nice if something told me I needed it...but 
unless I was paying taxes to a foreign nation directly, meaning a 
transaction occurs in one of my accounts, I don't see how I would have 
it included in this report. Dividends I get, interest received, capital 
gains, etc. These are all entries into my ledgers that the report can be 
told to use. The taxes paid that are useful for the Form 1116 tax credit 
are only known to me when I get my 1099 Forms from my investment 
brokerage. I have absolutely no idea what they will be until I see that 
entry in the form. So, I don't understand how the tax report in Gnucash 
would be able to supply you with this information?

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Re: [GNC] Tax report options

Thank you.  That worked.

On Sun, May 14, 2023 at 12:11 PM David T.  wrote:

> You should be able to select an account and its children to receive a
> single tax code. In the past, you could only set a single account, but I
> believe now that you can assign multiple accounts to a single code.
>
> Note that you cannot go through and set all your accounts to various tax
> assignments in one pass; the code doesn't allow that (or at least hasn't in
> my experience).
>
> David T.
> On May 14, 2023, at 11:43 AM, Fred Tydeman  wrote:
>>
>> I have marked a dividend parent account as Sch B dividend income.
>> Is there an easy way to apply that to all of its child accounts?
>> Or, do I have to add the income tax information to each child one by one?
>> --
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Re: [GNC] Tax report options

You should be able to select an account and its children to receive a single 
tax code. In the past, you could only set a single account, but I believe now 
that you can assign multiple accounts to a single code.

Note that you cannot go through and set all your accounts to various tax 
assignments in one pass; the code doesn't allow that (or at least hasn't in my 
experience).

⁣David T. 

On May 14, 2023, 11:43 AM, at 11:43 AM, Fred Tydeman  
wrote:
>I have marked a dividend parent account as Sch B dividend income.
>Is there an easy way to apply that to all of its child accounts?
>Or, do I have to add the income tax information to each child one by
>one?
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[GNC] Tax report options

I have marked a dividend parent account as Sch B dividend income.
Is there an easy way to apply that to all of its child accounts?
Or, do I have to add the income tax information to each child one by one?
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Re: [GNC] Tax report options

Of course there is, but it's unlikely to be a simple fix. Alex A. has been the 
primary maintainer of the tax options code. From my recollections, the process 
is not entirely straightforward. 
⁣
David T.

On May 14, 2023, 09:56, at 09:56, Fred Tydeman  wrote:
>Is there a way to add to the Edit -> Tax Report Options?
>For example, I would like to add Form 1116 Foreign Tax Credit
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Re: [GNC] Two accounts: same name, same parent

That seems odd. In my experience GnuCash won't allow two accounts in the 
immediate context with the same name (despite the fact that internally GnuCash 
doesn't use the human readable account name at all). I'm not sure how you 
succeeded in that, but your remedy should be fine.
⁣
David T.

On May 14, 2023, 09:39, at 09:39, Fred Tydeman  wrote:
>In looking at my account tree, I see two accounts with the same name
>with
>the same parent.  That seems wrong.  In looking at them, one is a
>placeholder, the other is a normal account.
>
>Now that I see that issue, I have moved the normal account to be a
>child of
>the placeholder and renamed it.
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[GNC] Tax report options

Is there a way to add to the Edit -> Tax Report Options?
For example, I would like to add Form 1116 Foreign Tax Credit
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[GNC] Two accounts: same name, same parent