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Reconcile taxforms with Income Statement #8438

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ehuelsmann opened this issue Oct 19, 2024 · 0 comments
Open

Reconcile taxforms with Income Statement #8438

ehuelsmann opened this issue Oct 19, 2024 · 0 comments
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type:enhancement Proposed improvement, new feature, or extension -- not a defect

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@ehuelsmann
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Version

1.11.14

What browsers are you seeing the problem on?

This problem isn't browser related

What happened?

Background

I use the Taxforms functionality to split my income as well as expenses, for EU VAT reporting purposes; I have 3 categories of income: (a) National, (b) EU-except-National and (c) non-EU. On a quarterly basis, I need to verify that all income has been assigned to these categories. When income doesn't add up, I need to figure out which transactions are missing the "Taxform applied" checkmark.

Current status

When I run the taxform reports, I can add up the allocated numbers and, separately, I can run the Income Statement report. When the income numbers don't add up, it's extremely hard to find which transactions are missing: there's no functionality to query transaction items that have not been allocated to taxforms.

What should have happened?

Request

Implement a version of the income statement or GL search which splits the income statement into columns for each of the taxforms and a column for numbers not associated with a taxform.

@ehuelsmann ehuelsmann added the type:enhancement Proposed improvement, new feature, or extension -- not a defect label Oct 19, 2024
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Labels
type:enhancement Proposed improvement, new feature, or extension -- not a defect
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