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US Tax Report: Minor rewording for easier I18N

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Frank H. Ellenberger 2021-03-02 00:37:41 +01:00
parent 72ab7041bd
commit bc5e54ae61
1 changed files with 38 additions and 26 deletions
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gnucash/report/reports/locale-specific/us/taxtxf.scm
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@ -1,21 +1,27 @@
;; -*-scheme-*- ;; -*-scheme-*-
;; by Richard -Gilligan- Uschold ;; Tax report, country specific
;; ;; US version by Richard -Gilligan- Uschold,
;; updated by J. Alex Aycinena, July 2008, October 2009 ;; updated by J. Alex Aycinena, July 2008, October 2009
;; ;;
;; This report prints transaction details and account totals for accounts ;; This report prints transaction details and account totals for accounts
;; relevant to United States taxes, sorted by form/schedule, copy, line ;; relevant to whatever tax scheme is defined and activated by locale settings,
;; and tax code, and exports TXF files for import to TaxCut, TurboTax, etc. ;; sorted by form/schedule, copy, line and tax code,
;; and exports TXF, XML or other files for import into tax software.
;;
;; This version is for United States taxes and
;; exports TXF files for use by TaxCut, TurboTax, etc.
;; ;;
;; For this to work, the user has to segregate taxable and not taxable ;; For this to work, the user has to segregate taxable and not taxable
;; income to different accounts, as well as deductible and non- ;; income to different accounts, as well as deductible and non-
;; deductible expenses and the accounts need to be referenced to the tax codes. ;; deductible expenses and the accounts need to be referenced to the tax codes.
;; However, there is no need to limit tax codes to just one account. For codes ;; However, there is no need to limit tax codes to just one account.
;; like N286 (Dividend, Ordinary) that can have the "payer" printed on ;;
;; Schedule B on separate lines, to have amounts from different accounts ;; Tax codes can have contributions from more than one account -- called a 'payer'
;; summarized together for one "payer" line, the accounts referenced to the ;; (like N286 (Dividend, Ordinary) that can have the "payer" printed on
;; same tax code for a given "payer" need to be adjacent to each other in the ;; Schedule B on separate lines).
;; account hierarchy. ;; In order to have amounts from different accounts summarized together for one
;; "payer" line, the accounts referenced to the same tax code for a given "payer"
;; need to be adjacent to each other in the account hierarchy.
;; ;;
;; The user selects the accounts(s) to be printed; if none are specified, all ;; The user selects the accounts(s) to be printed; if none are specified, all
;; are selected. Includes all sub-account levels below selected account, that ;; are selected. Includes all sub-account levels below selected account, that
@ -73,7 +79,7 @@
;; From prior version: ;; From prior version:
;; NOTE: setting of specific dates is squirly! and seems ;; NOTE: setting of specific dates is squirly! and seems
;; to be current-date dependent! Actually, time of day dependent! Just ;; to be current-date dependent! Actually, time of day dependent! Just
;; after midnight gives diffenent dates than just before! Referencing ;; after midnight gives different dates than just before! Referencing
;; all times to noon seems to fix this. Subtracting 1 year sometimes ;; all times to noon seems to fix this. Subtracting 1 year sometimes
;; subtracts 2! see "(to-value" ;; subtracts 2! see "(to-value"
;; ;;
@ -1679,15 +1685,21 @@
(get-line-info year (cdr line-list))) (get-line-info year (cdr line-list)))
((<= (caar line-list) (string->number year)) (cadar line-list))))) ((<= (caar line-list) (string->number year)) (cadar line-list)))))
;; List of entries, each containing a form, form copy number, form line ;; List of entries, each containing a
;; number, tax-code (as string), account name, account, and, to avoid having ;;
;; to fetch again later, account type and tax-code as symbol. Only accounts ;; form, form copy number, form line number,
;; that are tax related, with a tax code that is valid for the tax-entity-type ;; tax-code (as string), account name, account, and, to avoid having
;; and account type are put on list, along with those assigned code N000. ;; to fetch again later, account type and tax-code as symbol.
;;
;; Only accounts that are tax related,
;; with a tax code that is valid for the tax-entity-type and account type,
;; are put on list, along with those assigned code N000.
;;
;; Accounts that are not tax-related and have a tax code or are tax-related ;; Accounts that are not tax-related and have a tax code or are tax-related
;; and have an invalid tax code are put on an error list. Codes N438 and N440 ;; and have an invalid tax code are put on an error list.
;; have special processing: if an asset account is assigned to either of these ;; Codes N438 and N440 have special processing:
;; two codes, an additional 'form-line-acct' entry is created for the other ;; if an asset account is assigned to either of these two codes,
;; an additional 'form-line-acct' entry is created for the other
;; code so that either both codes are represented or neither. ;; code so that either both codes are represented or neither.
(define (make-form-line-acct-list accounts tax-year) (define (make-form-line-acct-list accounts tax-year)
(map (lambda (account) (map (lambda (account)