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CorrinaB
Level 1

Glitch in Income Tax Preparation report?

Trying to do my taxes. Updated last spring to QB 2020. Now my memorized "Income Tax Preparation" report won't open. When I click on it, nothing happens. Tried some suggestions found online, including going to the memorized report list, and selecting re-sort list. Also did verify data and rebuild data under file menu>utilities. Also opened a backup from several years ago (when the report worked), converted the file to QB 2020, and again the memorized "Income Tax Preparation" report doesn't open.

I know I can also find the "Income Tax Preparation" report under the Accountant & Taxes category, rather than using my memorized one, but guess what? Sure, the report opens, but it lacks the "amount" column! How helpful is that?? So I go to modify report and don't see anything for adding an amount column, just this thing called "balance", which ends up showing me the total for that category ever, not just for the tax year. Super.

The picture of the report in the "report center" shows an amount column, but it is not in the report anymore. I was so happy with how the form worked before, it made it super easy to do my taxes. I am very frustrated at having to find another way to do it. The "income tax summary" report doesn't have the tax line mapping, and also doesn't show the level of detail I need to actually do my taxes. I guess I will need to figure out how to do this with the profit and loss reports, unless someone can help me figure this out. Thanks! 

5 Comments 5
GlinetteC
Moderator

Glitch in Income Tax Preparation report?

I appreciate the detailed information you've provided, CorrinaB. I'm here to make sure we can figure this out together. 

 

The accounting preferences matter when pulling up a report in Quickbooks Desktop. If you're using the Accrual method, the Amount column will show its original amount. While the Cash basis method, only the amount paid will show on the Amount column.

 

You can check this article to learn more information about the difference between Cash and Accrual basis in QBDT.

 

If you have any further questions about this, don't hesitate to add them below.

CorrinaB
Level 1

Glitch in Income Tax Preparation report?

Thanks for your prompt reply. The problem is that there is no "amount" column at all when I pull up the report. Nor is there an option to add that column in "modify report". There is an option to add a "balance" column, but as I explained above that's apparently not the same thing as the "amount", as the balance column ends up giving the total activity in that account for all time, like the last 10 years. And doesn't make any difference even if I manage to give the report a date range. I'm attaching a screenshot of the report. I think it is a glitch, and as I don't see online that this issue is coming up for other people, I think it is just a glitch in my data maybe? But as I said above I did the rebuild data thing with no effect. Do I have to pay the quickbooks people to fix this for me? Or is this something they would take care of as a problem with their software?

Rose-A
Moderator

Glitch in Income Tax Preparation report?

It's to hear from you again, CorrinaB.

 

Allow me to step in provide additional troubleshooting to show the amount column on your Income Tax Preparation report in QuickBooks Desktop.

 

To isolate the issue, verifying and rebuilding your data is a good start when it comes to fixing data-related issues in QuickBooks Desktop.

 

Verify Data:

 

  1. Click Window at the top menu bar, then Close All.
  2. From the File menu, choose Utilities.
  3. Tap Verify Data.

 

Rebuild Data:

 

  1. Click Window at the top menu bar, then Close All.
  2. From the File menu, choose Utilities.
  3. Hit Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

 

Once done, you should be able to see the Amount column on your Income Tax Preparation report.

 

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In case you with customizing your reports in QuickBooks, you can visit this article: Customize reports in QuickBooks Desktop. On the same link, you'll find a write-up about combining reports.

 

Let me know if you still need help with this or if you ran into a different situation by adding a reply below so I can look further into this. I want to make sure your report is accurate and you're able to see the amount column. Have a lovely week.

CorrinaB
Level 1

Glitch in Income Tax Preparation report?

Thanks for your detailed reply. But as I mentioned, I already tried that and nothing changed.

AlexV
QuickBooks Team

Glitch in Income Tax Preparation report?

Hi CorrinaB!

 

I appreciate the things you've done to fix this issue. You also want to run the QuickBooks File Doctor to fix company file issues in QuickBooks Desktop.

 

If the same thing happens, I suggest reaching out to our Support Team so they can further check the cause of this behavior:

  1. Go to the Help, then select QuickBooks Desktop Help.
  2. Click Contact Us, and enter Income Tax Preparation report in the question field.
  3. Select Let's talk and then choose a way to connect.

 

Keep on posting here if you have other questions. Have a nice day!

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