I am no expert, but this sounds similar to Australia. I have set up transaction reports (that I then ´saved´ the configuration) that has the relevant accounts or sub-accounts selected. Then in ´general´ there is an option for start date & end date. Set these to start & end of Tax year (1 July to 30 Jun in Aussie). Each year it is only a matter of adding new accounts, & massaging the dates (resave the report if there are account changes so they are picked up next year) The report can either be totals, or itemised. I give my accountant itemised, but they use the totals.
regards, Doug On Sun, 11 May 2025 13:36:16 +0000 Rich Stanton <richstan...@gmail.com> wrote: > Yes - so if I need to know how much I spend on one of my professional fees, > I'll add search terms for date (previous tax year), the 'Non-reimbursed Job > expense' account, and the name of the specific professional society. > > Or if I need to know about car maintenance, I can search for the dates & the > car maintenance account, then manually add up the items of maintenance that > correspond to each car. > > Like I say, it works, but it's not very efficient! > > Rich > > ________________________________ > From: G R Hewitt <hewit...@gmail.com> > Sent: 11 May 2025 14:25 > To: Rich Stanton <richstan...@gmail.com>; GnuCash User List > <gnucash-user@gnucash.org> > Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK) > > Do you not have any accounts set up like 'Petrol', 'Internet', Charity' etc., > in you gnucash set up? > > On Sun, 11 May 2025 at 13:17, Rich Stanton > <richstan...@gmail.com<mailto:richstan...@gmail.com>> wrote: > Hi, I'm in the UK and have all my accounts in GNUCash. I have to do a form > for my accountant every year which includes how much I spent on particular > categories - petrol, internet, charity x/y/z, etc etc - over the previous tax > year. At the moment I'm manually doing a search for each item (date posted > before/after the right dates, in this account, with this description), then > do an account report on the resulting list to get the total. It works but is > long-winded. It seems like there should be an easier way of doing things. Am > I missing anything obvious - is there a specific report that will give me > what I need? > > Is there a way to set up some pre-saved searches that I can run each year as > a batch, but just tweaking the year? > > Or is there a way to nest searches so that I do a search for all transactions > within the given time period, then run a secondary search for the particular > account/description within that, to avoid having to continually re-search on > the same dates? I know I can refine a current search, but the results replace > the original search rather than opening in a new tab. > > Thanks! > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
