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When you assign tax-related categories to your Quicken transactions, Quicken applies the correct IRS tax form line item and dollar amount and makes this information available in tax reports and calculation tools. You can use this information in Quicken to plan ahead.

You can use the preset categories provided by Quicken or create new categories to meet specific needs.

What can I do about tax-related expenses?

Frequently asked questions

  • How do I assign a tax line item to a category?
  • How do I assign a category to a transaction?
  • When are expense categories tax related?
  • What if I need additional tax-related categories?
  • How do I set tax attributes for an account?