Add a 'Tax Related' Filter Option (edited)

gpolkga
gpolkga Member ✭✭
edited September 2 in Feature Requests

The Tax Report is a great start. However, it lacks the flexibility that I need as there is no way to customize the report. It would be great to be able to filter the categories that were defined as Tax Related (perhaps in the Advanced Filter option). If this were possible, then Tax Related transactions could be downloaded into a spreadsheet, then formatted using a crosstab (like the old days)

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @gpolkga, thanks for posting your suggestion to the Community!

    I have gone ahead and turned this into an Idea post requesting that 'Tax Related' Filters be added to the Taxes Report so other users can vote on it and our product team can review it.

    I hope this helps!

    -Coach Natalie

  • gpolkga
    gpolkga Member ✭✭
    edited September 2
    Screenshot From 2025-08-31 10-55-30.png
    Screenshot From 2025-08-31 10-56-27.png

    Please add a feature that will allow filtering Transactions by categories that are indicated as "Tax Related" (and assigned to a tax form). (NOT a Tag). This could be an option under "Advanced Filters"

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited September 2

    Not saying I am against this, but why? You have the tax reports that already give you the Tax Related transactions/totals.

    Could you provide more information as to why you want this? Maybe I'm just dense. 😀

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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