About preparing for tax time

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.


To start using the Tax Line Manager, click Taxes, click Tax Tools, and then click Tax Line Manager.

Related topics

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

Microsoft Money arrowbluedown About preparing for tax time

About preparing for tax time