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When setting up accounts, I recognize there is a drop down list for tax line mapping. However, all of the tax lines I need are not listed in the drop down. I recognize this was likely determined when I set up the company, but how does one add different lines, e.g. schedule D or even a 1099-B?
There are other threads on this topic, but none that I have found, answer the question.
Thank you for joining us here in the Community, lynstacey.
When creating an account in QuickBooks, the option to edit or add the Tax-Line Mapping selections is unavailable. I recommend contacting your accountant to ensure you select the correct tax line mapping in an account. If you do not have one, you can find one using our Find an Accountant tool.
The following steps will route you to an article to further explain why you need to consult your accountant using tax-line mapping.
You can visit this article for detailed information on how to set up an account in QBDT: Add, edit, or delete accounts in QuickBooks Desktop.
Additionally, this article will guide you in setting up sales tax: Set up sales tax in QuickBooks Desktop.
If you have more questions, don’t hesitate to post them here. I will be more than happy to help. Have a great day!
With all due respect, I don’t need help selecting a tax line. I just need the option to select the appropriate tax lines. I’m not sure why the list is incomplete.
Thanks for getting back here in the thread, @lynstacey.
As I've checked here on my end, know that the tax lines that you've mentioned are not available in QuickBooks Desktop (QBO). I can help you send feedback to our Product Development Team. This way, they'll see your feature request and consider it on the next program update. To begin, here's how:
In addition, I've got you these articles to help you manage your accounts in QBDT: Add, edit, or delete accounts in QuickBooks Desktop.
You can also check this page about customizing reports and adding more details to it: Customize reports in QuickBooks Desktop.
Thanks for dropping by, @lynstacey. Feel free to post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you. Take care!
I am also having problems setting up the appropriate tax line. I need a Sch F and a Sch E. I do know that they are available in QB desktop because I use them for another files that I have. How can I add these tax lines?
I appreciate your participation in the Community thread, Joyce. Ensuring an effective tax line mapping process is our top priority. Allow me to assist you in getting back on course.
When configuring Tax-Line Mapping, you typically encounter options like Schedule F and Schedule E. To maintain data accuracy, I recommend utilizing the Verify and Rebuild tool. The Verify tool identifies common issues within a company file, while the Rebuild tool addresses and corrects them.
To verify your company data, follow these steps:
1. Go to Window and select Close All.
2. Click File and then click Utilities.
3. Choose Verify Data.
To rebuild your company file data, follow these steps:
1. Go to File, then Utilities, and click Rebuild Data.
2. Follow the prompts and select OK.
3. Choose where you want to save your backup and click OK.
4. Enter a new name in the File name, and click Save.
Visit this article for more detailed information: Verify and Rebuild Data in QuickBooks Desktop.
In addition, you may find the following articles beneficial for effectively handling reports that monitor the financial position of your business:
You can count on me to provide further essential resources and details regarding tax-line mapping within QuickBooks. Kindly comment below for any questions you may have. I will ensure a prompt response. Stay safe.
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