How do I reset the default values in the Tax Planner


The Tax Planner can base many of its figures on transactions that are already in your Quicken data file. For example, you may have imported TurboTax data for last year and then realized that your income and expenses for this year are turning out to be quite different. In this case, you may want to use current data, such as transactions that you've scheduled, instead of the TurboTax data that is based on the previous year.

1.Click Reset on the toolbar, and then select Reset to Quicken Default Values to reset the current projected values back to Quicken's tax-related data, or Reset Scenario to reset scenario values back to zero:

  • If the Projected Values scenario is selected in the Tax Planner, select Reset to Quicken Default Values. Click Yes to reset the projected values so they'll use actual Quicken data and annualization defaults. If TurboTax data exists but no Quicken data exists for a particular field, then Reset to Quicken Default Values restores data from the TurboTax data source. If you manually selected your filing status, the program may reset it back to the default filing status. Any Tax Planner data fields for which no Quicken data is available are reset to zero.
  • If you've set up Scenario 1, 2, or 3 in the Tax Planner and that scenario is selected, select Reset Scenario. Click OK to reset all scenario values to zero.
  • If you've set up more than one scenario in the Tax Planner and one of these scenarios is selected, select Reset Scenario. You have three choices:

    ◾If you don't want to reset any existing scenario values, click Cancel.

    ◾To reset only the currently displayed scenario values, click Reset Current.

    ◾To reset all scenario values to zero, click Reset All.

2.When you're done resetting the default values, click the Close button [X] in the upper-right corner.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.