Money: Tax Software Report Includes Excluded Categories
  
PSS ID Number: Q168183
Article last modified on 12-11-1997
 
2.00 2.0a 3.00 3.0a 4.00 4.00a 5
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money, versions 4.0, 4.0a, 5.0 for Windows 95
 - Microsoft Money, versions 2.0, 2.0a, 3.0, 3.0a
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SYMPTOMS
========
 
The Tax Software Report (Tax Form Report in Money 2.0 and 3.0) may include
categories and/or sub-categories that are selected to be excluded from Tax
Reports.
 
CAUSE
=====
 
This can happen if the Tax Form, Tax Form Line, and/or Tax Form Copy,
contain information for that category even though the "Include on Tax
Reports" checkbox is cleared.
 
RESOLUTION
==========
 
The Tax Form for the category must be cleared, or set to None. See the More
Information section below for detailed steps.
 
STATUS
======
 
Microsoft has confirmed this to be a problem in the versions of Money
listed above. We are researching this problem and will post new information
here in the Microsoft Knowledge Base as it becomes available.
 
MORE INFORMATION
================
 
To remove a category from the "Tax Software Report" clear the Tax Form for
that category, using the steps below for your version of Money.
 
Money 5.0 and 4.0
-----------------
 
1. Go To Payees and Categories
 
2. Select the desired category or sub-category and click Go to Details.
 
3. With the "Include on Tax Reports" option selected, change the Tax Form
   to None. None should be the first choice at the top of the list.
 
4. Click to deselect "Include on Tax Reports."
 
Money 3.0
---------
 
1. On the List menu, click Category List.
 
2. Select the desired category or sub-category.
 
3. With the "Include on Tax Reports" option selected, change the Tax Form
   to None. None should be the first choice at the top of the list.
 
4. Click to deselect "Include on Tax Reports."
 
Additional query words: w_money subcategories taxes
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Version           : 2.00 2.0a 3.00 3.0a 4.00 4.00a 5
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.