Tax categories for Australia

Bobby's Avatar


24 Apr, 2015 02:09 AM

I'm a current Australian user of Quicken Personal Plus and am looking at migrating to your Moneydance product. Looks awesome and a very good fit across the board. My question is related to tax categories - can you create different tax categories which match the Australian tax return schedule and assign a specific expense or income category to a defined tax category?

Thank you.

  1. 1 Posted by dwg on 24 Apr, 2015 04:46 AM

    dwg's Avatar

    You can create whatever categories you require, for example I have defined:

    Dividends - Unfranked
    Dividends - Franked
    Dividends - Franking credit

    etc etc.

    I assigned income & expenses to the relevant categories and by selecting the created categories to be tax related and then using the Income & Expense reports, selecting tax related - create a report that can be used to help complete the Tax Schedules.


  2. 2 Posted by A.E.M. (Bobby) on 27 Apr, 2015 03:53 AM

    A.E.M. (Bobby)'s Avatar

    thank you.

  3. System closed this discussion on 19 Mar, 2016 04:57 AM.

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