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78 lines
3.1 KiB
78 lines
3.1 KiB
<ARTICLE ID="XACC-TXF-EXPORT">
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<ARTHEADER>
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<TITLE>TXF Export of tax data</TITLE>
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</ARTHEADER>
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<PARA>The tax report allows you to export all tax related Income and Expenses
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to a TXF (Tax eXchange Format) file in addition to the html format
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that all reports allow. The TXF file can be imported into tax
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filing programs such as TaxCut or TurboTax.
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</PARA>
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<PARA><EMPHASIS>NOTE:</EMPHASIS> For this to work, the user has to
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segregate taxable and not taxable income to different accounts, as
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well as deductible and non deductible expenses. The user also must
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Set the TXF category of each tax related account. The "Tax
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Information" dialog on the "Accounts" menu is used for this. It
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is best to set this up before actually exporting, otherwise, you
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will just get an empty file. There is a taxreport.xac file in the
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examples directory, which shows one way this can be set up.
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</PARA>
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<PARA> <INLINEMEDIAOBJECT>
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<IMAGEOBJECT>
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<IMAGEDATA FILEREF="image/tax-info-dialog.png">
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</IMAGEOBJECT>
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</INLINEMEDIAOBJECT>
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</PARA>
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<PARA><EMPHASIS>IMPORTANT:</EMPHASIS> Most TXF codes should only appear
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on a single account! The exceptions are codes for which the
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"Payer Name Source" is not grayed, each of which can appear many
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times. Of course, each duplicate should have a unique payer
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name. These are typically interest accounts or stocks or mutual
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funds that pay dividends.
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</PARA>
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<PARA>
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<ITEMIZEDLIST>
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<LISTITEM><PARA>Accounts: for which to set a TXF category.
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If no account is selected nothing is changed. If multiple
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accounts are selected, all of the Income accounts will be set to
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the selected item. </PARA></LISTITEM>
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<LISTITEM><PARA>TXF categories: Select the desired one. A <LINK
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LINKEND="XACC-TXF-CATEGORIES">detailed description</LINK>
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appears just below.</PARA></LISTITEM>
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<LISTITEM><PARA>Payer Name Source: A text description that is
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exported along with the value of the account. This is usually
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the name of a bank, stock, or mutual fund that pays dividends or
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interest. Occasionally, it is a description of a
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deduction.</PARA>
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<PARA>In the Accounts list box above, "Money Market Fund One" is
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an example of where the name of the current account is exported.
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This is typically used when the fund pays only one type of
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income, such as interest. For "Mutual Fund Four" and "Mutual
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Fund Five", the categories "Long Term Cap Gain" and "Dividend
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Income" both will export the name of the parent account. This
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is typically used when the fund pays several different types of
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distributions. As shown in this example, these funds have three
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types of distributions, but the "Income" and "Short Term Cap
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Gain" categories are totaled and exported together as "Dividend
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Income", as they are taxed the same.</PARA></LISTITEM>
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</ITEMIZEDLIST>
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<LINK LINKEND="XACC-TXF-EXPORT-ANOMALIES">Known anomalies and
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limitations.</LINK>
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</PARA>
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</ARTICLE>
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<!-- Local variables: -->
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<!-- sgml-parent-document: "gnucash.sgml" -->
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<!-- End: -->
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