Education Tax Line Item

Do you mean Form 8863? It appears that neither Classic nor Simplifi includes all the forms. So this probably needs to be made into a feature request. My guess is one of the coaches will see this and do it for you. But you can do it yourself. https://community.simplifimoney.com/categories/featurerequests

I do see that QC does include an "Unassigned Tax Item", which could be useful in Simplifi (I didn't find it).

In the meantime, I would define a category as "Education Credit" or some such (you probably already have) so you can keep up with your expenses.

I didn't like the Tax Form built into Simplifi because there was no way to export PDF or print it in a summary mode. I didn't need all the transactions just the bottom line.

So I created an income & expense report and filtered for the tax categories and saved it as "Tax Report 2026". I chose summary and now I can just print that at the end of the year and have what I need for my taxes.