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Include Non-Taxable Accounts

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How Include Non-Taxable Accounts Works

This setting allows you to choose whether or not you want to include non-taxable accounts on the report. It is useful for "clearing the clutter" of extraneous data if you're looking at a report to evaluate tax consequences, such as an Income and Expense report or Realized Gains/Losses report.

In Dynamic Reports

• To exclude non-taxable accounts, clear Include non-taxable accounts.

  In this example, the IRA ending in 0804 is not taxable. With the check box cleared, the non-taxable account is included in the report.

  

• To include non-taxable accounts, select Include non-taxable accounts.

  In this example, the IRA ending in 0804 is not taxable. With the check box selected, the non-taxable account is excluded from the report.

  

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

Reports With This Setting

• Amortization and Accretion
• Security Cross-Reference
• Unrealized Gains and Losses

Transaction Reports

• Income and Expenses

• Realized Gains and Losses

Related Settings

For more information on managing tax status of accounts, see Maintaining Accounts: The Account Settings Panel.