Microsoft KB Archive/168183

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

================================================================ ==

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 == 

= 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 =

Version : 2.00 2.0a 3.00 3.0a 4.00 4.00a 5 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.