> Someone on the Beancount thread explained his workflow using tags link transactions to IRS form entries. I would like to try the same on GnuCash, but haven't yet figured out whether tags even exist (haven't had the time to check since)
I don't use tags, but GnuCash does have some built-in reporting features for tax forms.
1. You have to have assigned an account to a tax field (Edit -> Tax Report Options). It's what controls the "tax-related" checkbox when you edit an account.
2. Then you can go to Reports -> Tax Schedule Report & TXF Export to generate a report for the last tax year.
Ok thanks for that, but that has two problems. First, it's still "account based". I can't label a single transaction. Second, it's not versatile enough, it's US specific.
I don't use tags, but GnuCash does have some built-in reporting features for tax forms.
1. You have to have assigned an account to a tax field (Edit -> Tax Report Options). It's what controls the "tax-related" checkbox when you edit an account.
2. Then you can go to Reports -> Tax Schedule Report & TXF Export to generate a report for the last tax year.
Hopefully this helps!