Reckon Accounts 2017 Personal Plus not recognizing Tax catorgories
Today i was doing some house cleaning and reorganising some of my Tax categories. I decided to create some reports so started with Cash Flow Report.
First i did a normal report including all categories. All transaction including tax categories were included.
Then i went into CUSTOMIZE>ADVANCED and selected "Tax-related Transactions only". Too my great surprise some of my tax transactions were not included.
Upon investigation, i've worked out that in the category edit dialog box, if the Tax line item is left blank then this category is not seen while "Tax-related Transactions only" is selected. The fix is to select a Tax line.
Very disturbing as i dont know for how long this issue has existed. I've always had some Tax categories assigned or unassigned a tax line so now i dont know if in past tax returns i've missed out making deductions because of this issue.
This is a must fix...like yesterday.
I havent looked at other reports as i dont have time to do a million reports and cross reference. One would think its something Reckon does for us....right?