Ohio State University Extension Bulletin

Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908

Reports

Types of Reports and Example Reports

**NOTE** This section contains most commonly used reports for a farm business.

The following are types of reports and their descriptions that would be used in a farm business. Examples of these reports and the keystrokes needed to create them follow after the report descriptions.

  1. Tax Summary Report

    This report lists transactions with tax-related categories from all accounts. It groups and subtotals the transactions by category income first and then expenses.

    To review the tax status of your categories, Click Finance, Click Category & Transfer List. To change the tax status of your categories, see Editing Categories in the Categories and Classes chapter.

    From the menu bar Click Reports, Click Reports and Graphs, Click What is my tax situation?, Click Tax Summary, set report date, Click Show Report.

    Figure 66 Figure 66 Figure 66 Figure 66 Figure 66 Figure 66 Figure 66 Figure 66

    Click here to see an example of a Tax Summary Report.

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All educational programs conducted by Ohio State University Extension are available to clientele on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability or Vietnam-era veteran status.

Keith L. Smith, Associate Vice President for Ag. Adm. and Director, OSU Extension.

TDD No. 800-589-8292 (Ohio only) or 614-292-1868

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