Checkbook for Excel provides an easy to use function for producing a report of all tax related income and expenses by category. Just click the Tax Summary tool (shown above) to display the Tax Summary form. If you want to limit your report to specific Account Ledgers, select only those Ledgers you want included from the Include Transactions from Selected Ledgers list. All tax related income and expense categories will be listed and selected by default. Just click OK to prepare a summary that includes all tax related items in the selected Ledger. The report provides a listing of all tax related income and expense categories listed by tax item.
You can also limit the report to summarize transactions from a specific date range or select specific tax related categories. Just enter the range of dates you would like to include or leave the fields blank to include all dates. Uncheck any categories you want excluded from the report.
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