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L
lynstacey
January 5, 2023
Question

Tax Line Mapping

  • January 5, 2023
  • 1 reply
  • 0 views

When setting up accounts, I recognize there is a drop down list for tax line mapping.  However, all of the tax lines I need are not listed in the drop down.  I recognize this was likely determined when I set up the company, but how does one add different lines, e.g. schedule D or even a 1099-B?

 

There are other threads on this topic, but none that I have found, answer the question.

1 reply

J
JamesAndrewM
January 5, 2023

Thank you for joining us here in the Community, lynstacey.

 

When creating an account in QuickBooks, the option to edit or add the Tax-Line Mapping selections is unavailable. I recommend contacting your accountant to ensure you select the correct tax line mapping in an account. If you do not have one, you can find one using our  Find an Accountant tool. 

 

The following steps will route you to an article to further explain why you need to consult your accountant using tax-line mapping. 

 

  1. Go to the Accountant menu.
  2. Click Chart of Accounts.
  3. Press and hold Ctrl+N on your keyboard to create a new account.
  4. Select How do I choose the right tax line? 

 

You can visit this article for detailed information on how to set up an account in QBDT: Add, edit, or delete accounts in QuickBooks Desktop.

 

Additionally, this article will guide you in setting up sales tax: Set up sales tax in QuickBooks Desktop. 

 

If you have more questions, don’t hesitate to post them here. I will be more than happy to help. Have a great day!

L
lynstaceyAuthor
January 8, 2023

With all due respect, I don’t need help selecting a tax line.  I just need the option to select the appropriate tax lines.  I’m not sure why the list is incomplete.

    K
    Kurt_M
    January 8, 2023

    Thanks for getting back here in the thread, @lynstacey.

     

    As I've checked here on my end, know that the tax lines that you've mentioned are not available in QuickBooks Desktop (QBO). I can help you send feedback to our Product Development Team. This way, they'll see your feature request and consider it on the next program update. To begin, here's how:

     

    1. Access your QuickBooks Desktop company.
    2. Go to the Help menu, and then select Send Feedback Online.
    3. Choose Product suggestions.
    4. Enter a brief description of your feature request.
    5. Once done, click Send.

     

    In addition, I've got you these articles to help you manage your accounts in QBDT: Add, edit, or delete accounts in QuickBooks Desktop.

     

    You can also check this page about customizing reports and adding more details to it: Customize reports in QuickBooks Desktop.

     

    Thanks for dropping by, @lynstacey. Feel free to post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you. Take care!

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