Working with the Tax Schedule report

The Tax Schedule report lists Quicken transactions associated with tax-related categories, grouped by tax schedule or form. You can use this report to identify the transaction totals that correspond to lines on your federal tax return.

Quicken also includes reports for individual tax forms and schedules, such as Form 1040, Schedule A, and Schedule B. These are listed alongside the Tax Schedule report in the Tax folder.

Note: Schedule D data (capital gains and losses) is not included in the Tax Schedule report. For that data, use the Schedule D – Capital Gains and Losses report in the Tax folder.

Open the Tax Schedule report

To open and configure the report:

1. Go to the Reports tab and select the Tax folder in the sidebar.

2. Select Tax Schedule from the report list, then click Open.

3. To group the report by form and schedule, select Tax Schedule/Form from the Row dropdown. To group by category instead, select Category.

4. To include business-related tax schedules, select the Include business tax schedules checkbox.

Change the report view

Use the View menu in the toolbar to control how the report displays data:

• Expand All and Collapse All show or hide the individual transactions under each tax line item.

• Top-Level Items Only displays only the tax schedule or form headings, without transaction detail.

• Summary of all Items displays subtotals for each grouping level.

• Columns… lets you choose which columns appear in the report, such as Memo/Notes, Category, Tags, or Check #. You can also right-click the column heading row to access the same options.

Edit the report

To change the date range or filter the report by account, category, tag, or payee, click Edit in the toolbar. In the Edit Report window:

• Use the Date range dropdown to select a preset range, or enter specific start and end dates.

• Use the Accounts, Categories, Tags, and Payees tabs to filter the report. By default, the report includes all accounts except separate, retirement, and tax-advantaged accounts.

Click OK to apply your changes.

Export the Tax Schedule report

You can export the report for use in tax preparation software or other applications. There are two ways to export: from the report toolbar or from the File menu.

Export from the report toolbar

Click Export in the toolbar to see the available options:

• Export to TXF file saves the report in TXF format for import into TurboTax or other tax software.

• Export to CSV file saves the report as a comma-separated values file.

• Copy to Clipboard copies the report data so you can paste it into another application.

For the TXF and CSV options, a Save As dialog appears. Enter a file name, choose a save location, and click Save. The toolbar export uses the date range set in the report.

Export from the File menu

If you need to export for a specific tax year, choose File > Export Tax Report… instead. This option exports the report as a TXF file and lets you select the tax year before saving.

1. Choose File > Export Tax Report…

2. In the Export Options dialog, select a tax year from the Tax Year dropdown and click Next.

3. In the Save As dialog, enter a file name, choose a save location, and click Save.