It looks like you'll need to add a tax category to your accounts.
To do this, go to Reports → Tax Worksheet → Tax Categories. In the middle column labeled Tax Category, each account should have a category assigned. If you notice any accounts without one, simply drag the category that best fits from the right-hand column over to the left and assign it to the account.
Once every account has a tax category assigned, you should be all set!
PTAEZ- Tax Categories Print
Modified on: Mon, Jul 6, 2026 at 1:43 PM