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PostPosted: Mon Jun 22, 2020 1:00 pm 
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How can I set 1 of many split entries as Taxable? I can only set the top level and I need to be able to set individual line items as Taxable


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PostPosted: Mon Jun 22, 2020 3:57 pm 
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Joined: Tue Dec 06, 2011 5:25 pm
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Unfortunately, CheckBook isn’t capable of treating an individual split line as Taxable, while other splits need to be considered Tax-deductible. The idea to include that sort of feature has come up before so that’s something that we’re considering for inclusion in a future version.

One option we usually recommend for dealing with Taxable versus Tax-deductible splits in the existing version is the use of Categories that include tax-related information. For example, where you’d usually use “Medical” in the Category field, you could put in “Tax-deductible:Medical” and then you’d be able to filter for “Tax-Deductible” later when you need to see just Tax-deductible items.

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Allan Woodall
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Splasm Software
http://www.splasm.com


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