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

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?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager
    edited April 2019
    The below screenshot is from my install of Reckon Personal Plus 2019


    Reckon Logo - Signature.png
  • peter.lang
    peter.lang Member Posts: 87 ✭
    edited April 2019
    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: 15,072 Community Manager Community Manager
    edited April 2019
    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
    Reckon Logo - Signature.png
  • peter.lang
    peter.lang Member Posts: 87 ✭
    edited April 2019
    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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