The Tax Line Manager helps you prepare your Money information for your tax return by showing you how transaction categories map to income tax form lines. Use the the Tax Line Manager to ensure that Money records your tax-related income and expenses accurately. You can:
- Check for missing transactions.
- Check for categories missing from tax lines.
- Map missing categories and transactions to the correct tax lines.
To learn more, see the related topics below.
Note
To start using the Tax Line Manager, click Taxes, click Tax Tools, and then click Tax Line Manager.
Review tax-related income and expenses
About setting up Money to track tax information
About the connection between tax lines and Money categories
Add missing income or spending to a tax line
Check for missing transactions in the Tax Line Manager
Remove a transaction from a tax line
Add a missing category and its transactions to a tax line
View tax line details including unused tax lines
