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- In Quicken, choose Window > Categories. The Categories window is displayed.
- Click the Edit icon.
- Select the category to which you want to assign a Tax Line item.
- Select the Tax related checkbox. A list of all tax schedules and forms is displayed below.
- Select the desired item to view the detailed description.
- Select the Tax Form/Schedule and Tax Line you want to assign to the category.
- Click Save. Quicken uses this information to create a Tax Schedule report and for export to TurboTax or any other tax software.
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