1040 form 1099 misc

1040 form 1099 misc

The Account Options is used to set the view of the Account Tree Window. This dialog sets the view on each open window of the account tree. This means that when the New Account Tree is used several different views of the account tree can be created.

Name of the account view: Used to name the account in the Windows menu and the note tabs.

Double click expands parent accounts: Use double click instead of single click to expand accounts

Account types to display: Select which types of accounts to display in the account tree.

Account fields to display: Select what fields to display in the account tree.

The GnuCash Preferences dialog contains the following sections.

This section contains the following preferences;

Account : This option is used to pick a different separator in the register for parent and child accounts.

Reversed-balance account types: This option is used to choose what type of account have their balances reversed. If the balance is normally negative, as in a loan or a credit card then this will make the balance positive.

Use accounting labels: This option is used to turn on accounting labels (debit and credit) instead of using terms such as withdrawal and deposit.

This section contains the following preferences;

Number of Rows: This option is used to set the default number of register rows to display in invoices.

Invoice Tax Included?: This option is used to set if tax is included by default in entries on invoices.

Bill Tax Included?: This option is used to set if tax is included by default in entries on bills.

This section contains the following preferences;

Show Advanced Settings:

Display "Tip of the Day":

Display negative amounts in red:

Automatic Decimal Point:

Auto Decimal Places:

No account list setup on new file:

Days to retain log files:

This section contains the following preferences;

Use 24-hour time format:

Enable EURO support:

This section contains the following preferences;

QIF Verbose documentation:

Enable REPLACE match action:

Enable SKIP transaction action:

Match display threshold:

This section contains the following preferences;

Automatic interest transfer:

Automatic credit card payments:

Check off cleared transactions:

This section contains the following preferences;

Default Register Style:

Double Line Mode:

'Enter' moves to blank transaction:

Confirm before changing reconciled:

Register hint font:

This section contains the following preferences;

Primary active color:

Secondary active color:

Split active color:

Double mode colors alternate with transactions:

This section contains the following preferences;

Run on GnuCash start:

Auto-Create new Scheduled Transactions by default:

Notify on new, auto-created Scheduled Transactions:

Default number of days in advance to create:

Default number of days in advance to remind:

Template Register Lines:

This section contains the following preferences;

This section contains the following preferences (this screen is hidden by default);

Save Window Geometry:

Application MDI mode:

Show Vertical Borders:

Show Horizontal Borders:

Show All Transactions:

GnuCash has two default stylesheets for webpage reports. These stylesheets can be altered by using the HTML Style Sheets editor. To access the editor go to Edit -> Style Sheets.

To add a new Style Sheet select the New. button in the Style Sheet pane. The New Style Sheet dialog will appear. Fill in the Name: of the new Style Sheet and choose a template. To remove a Style Sheet select the Style Sheet from the list and click Delete.

The Default Style Sheet has two tabs to alter the appearance of reports, General and Tables.

Background Color: Opens the color picker to choose a new color.

Background Pixmap: Use the Browse button to select a picture to use as the background in reports.

Enable Links: Select this to enable blue hyperlinks in reports.

Table cell spacing: Sets the space between table cells

Table cell padding: Sets the padding between table cells

Table border width: Sets the width of the borders on tables.

The Technicolor Style Sheet has four tabs to alter the appearance of reports, Colors, General, Images and Tables.

Background Color: Opens the color picker to choose a new color.

Text Color: Opens the color picker to choose a new color.

Table Cell Color: Opens the color picker to choose a new color.

Link Color: Opens the color picker to choose a new color.

Alternate Table Cell Color: Opens the color picker to choose a new color.

Subheading/Subtotal Cell Color: Opens the color picker to choose a new color.

Sub-subheading/total Cell Color:Opens the color picker to choose a new color.

Grand Total Cell Color:Opens the color picker to choose a new color.

Preparer: Name of the person preparing the report.

Prepared for: Name of Organization or Company the report is prepared for.

Show preparer info: Show the Preparer information in the report.

Enable Links: Select this to enable blue hyperlinks in reports.

Background Tile: Use the Browse button to select a picture to use as the background in reports.

Heading Banner: Use the Browse button to select a picture to use as the heading in reports.

Logo: Use the Browse button to select a picture to use as the logo in reports.

Table cell spacing: Sets the space between table cells

Table cell padding: Sets the padding between table cells

Table border width: Sets the width of the borders on tables.

The Tax Information dialog is used to set Tax Options. The settings on accounts in this dialog are used by the TXF Export function in reports to select the accounts for export. To access this dialog go to Edit -> Tax Options.

IMPORTANT: Most TXF codes should only appear on a single account! The exceptions are codes for which the "Payer Name Source" is not grayed, each of which can appear many times. Of course, each duplicate should have a unique payer name. These are typically interest accounts or stocks or mutual funds that pay dividends.

Accounts: This pane contains the list of accounts. Select an account to set a TXF category. If no account is selected nothing is changed. If multiple accounts are selected, all of the accounts will be set to the selected item.

Tax Related: Select this checkbox to add tax information to an account then select the TXF Category below.

TXF Categories: Select the desired one. A detailed description appears just below.

Payer Name Source: A text description that is exported along with the value of the account. This is usually the name of a bank, stock, or mutual fund that pays dividends or interest. Occasionally, it is a description of a deduction.

Code: N488 "^ Sched B \ Div. income, cap gain distrib."

Code: N286 "^ Sched B \ Dividend income"

These two codes, from the same payer, are not correlated. The user will have to adjust for this after import.

TaxCut 1999, 2000

Code: N521 " F1040 \ Federal estimated tax, quarterly"

Does not accept the date field and does not import the individual payment amounts, only the total. The date and individual payment amounts, only matter if you have to compute the penalty. (this may be a TurboTax enhancement)

Code: N460 " W-2 \ Salary or wages, self"

Code: N506 " W-2 \ Salary or wages, spouse"

and other related codes.

Information from only one job may be imported.

TurboTax 1999, 2000

Code: N521 " F1040 \ Federal estimated tax, quarterly"

Does not accept the dates outside of the tax year. This is a problem for the last payment that is due Jan 15. GnuCash changes the the date of the last payment to Dec 31. The user will have to adjust for this after import. The date only matters if you have to compute the penalty.

TXF Tax eXport Format

Most codes are not supposed to appear more than once. GnuCash issues an error message if it detects this, but will still export the data. These are not handled the same by TaxCut and TurboTax.

Sums the duplicate codes. i.e., job one and job two are added together.

Keeps only the LAST of the duplicate codes. i.e., job one is ignored and job two is kept.

Table 32. Detailed TXF Category Descriptions

Table 32. Detailed TXF Category Descriptions

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