How do I access the Tax Planner in Personal Plus 2019?

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peter.lang
peter.lang Member Posts: 87 ✭
edited April 2019 in Personal Plus and Home & Business
I want to use the Tax Planner in personal Plus 2019. It's not displayed on the Menus, not in Tools, not in Planning. How do I access it?

It's referred to in Help and in the Guide (p114), so why can't I access it?

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,427 Community Manager Community Manager
    edited April 2019
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    The below screenshot is from my install of Reckon Personal Plus 2019


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  • peter.lang
    peter.lang Member Posts: 87 ✭
    edited April 2019
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    Rav,

    Thank you for answering.  However, 2 points. 1) Offset - H, Offest - P and Offset - S are not shown in Cash Flow under Accounts on my PP2019. And 2) the Help file says it should be a menu item on the menu bar located 'Property & Debt' and 'Planning'. But it is not.  Why can't I see it? I have no 'ax Centre' and no 'Tax Planner'.


  • Rav
    Rav Administrator, Reckon Staff Posts: 15,427 Community Manager Community Manager
    edited April 2019
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    Hi Peter,
    You don't need to worry about the data in the sidebar of my screenshot, that's just innocuous data in my test file.

    Go to Tools > Personalise Reckon Accounts and ensure that Tax Centre is ticked.

    image

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  • peter.lang
    peter.lang Member Posts: 87 ✭
    edited April 2019
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    Rav,

    Thank you. How simple, and how dumb of me. I've only been using Quicken and then Reckon Personal Plus continuously since 1991! 

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