Changeset - 8edcae92d364
[Not reviewed]
0 2 0
Bradley Kuhn (bkuhn) - 8 years ago 2013-04-29 21:50:07
bkuhn@ebb.org
First documentation of the IncomeType tag.
2 files changed with 26 insertions and 0 deletions:
0 comments (0 inline, 0 general)
accounts/config/config-tags.ledger
Show inline comments
...
 
@@ -33,3 +33,9 @@ tag Invoice
 
    assert value =~ /[^\/].+/
 
    check value =~ /[^\/][^ ]+(\/[^ ])+/
 

	
 
; IncomeType refers to the types of income a non-profit can receive.  In this
 
; example, it's for the categorizations on the USA Form 990.  This could be
 
; changed to accomodate other jurisdictions around the world.
 

	
 
tag IncomeType
 
    assert value =~ /^(Donations|RBI|UBTI)$/
npo-ledger-cli-tutorial.md
Show inline comments
...
 
@@ -241,6 +241,26 @@ Some examples of appropriate uses of the `Statement:` tag are:
 
  [receipt](#receipt-tag), but definitely is valid backup documentation for
 
  the transaction.
 

	
 
#### IncomeType Tag
 

	
 
The `IncomeType:` tag is used for all `Income:` accounts.  This refers to the
 
type of income.  The value of the `IncomeType:` tag is always a string.
 
Since this particular system is designed for USA non-profit entities who file
 
USA Form 990, the following `IncomeType` values are supported:
 

	
 
* `Donations`, which refers to standard charitable donations.
 

	
 
* `RBI`, which refers to "related business income".
 

	
 
* `UBTI`, which refers to "unrelated business taxable income.
 

	
 
Not that donor-advised funds and government grants don't currently have their
 
own `IncomeType`.  It's possible this might be necessary; the authors aren't
 
familiar with how to handle those items on the Form 990.  It would be a
 
relatively simple change to `config-tags.ledger`, though, to support other
 
income types, or to change it entirely to handle use-cases other than USA
 
Form 990 filing.
 

	
 
### Expense Account Documentation
 

	
 
Each Expense account entries need to be tagged with an
0 comments (0 inline, 0 general)