How do I remove or update tax form line item assignments


For an overall view of your tax-related categories and any tax forms assigned to these categories, choose Tools menu > Category List. The Category List shows the tax line item assigned to a category.

There are two ways you can change the tax line item associated with a category:

  • You can edit the category in the Category List so that it uses a different tax line item. When you change the tax line item at the Category List level, Quicken applies the new tax line item in both past and future transactions that use the category.
  • You can edit the category in an individual transaction so that it uses a different tax line item. This option can help you track business expenses for categories that you use for both personal and business expenses (for example, a restaurant that you go to with friends on Saturday and clients during the week).

When you change the tax line item at the transaction level, Quicken changes the tax line item for only the edited transaction and continues to use the original tax line item in all other transactions that use the category.

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