NPO-Accounting/npo-ledger-cli Changeset - c0d96d20e5bb

Changeset - c0d96d20e5bb

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Bradley Kuhn (bkuhn) - 7 years ago 2017-07-10 15:35:52
bkuhn@ebb.org

TaxReporting: new documentation tag for tax info.

This new optional documentation tag goes along with TaxImplication tag
to explain how the TaxImplication ended up being true.

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npo-ledger-cli-tutorial.md

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npo-ledger-cli-tutorial.md

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 #### Statement Tag
 The `Statement:` tag refers to any sort of written statement received from an
 external party (or even perhaps generated internally) that provides document,
 insight, or other information about the transaction.  The value of the
 `Statement:` tag is always a valid pathname in the repository to the
 document, [as described above](#documentation-tags).
 Some examples of appropriate uses of the `Statement:` tag are:
 * bank statements, as received from the banking institution.
 * written reports of travel.
 * blog posts made by a contractor documenting their work.
 * written organizational policies about the expense.
 * just about anything that is clearly not an [invoice](#invoice-tag) nor a
   [receipt](#receipt-tag), but definitely is valid backup documentation for
   the transaction.
 #### TaxReporting Tag
 The `TaxReporting` tag is an optional tag for `Assets` accounts that debit to
 the account.
 When provided, the `TaxReporting` accompanies a `TaxImplication` information
 tag.  The TaxReporting refers to a document that verifies the choice for the
 `TaxImplication` tag.  For example, for individual contractors in the USA, a
 `TaxImplication` of `1099` would be well served by a `TaxImplication` that
 links to a [W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf) for the individual
 being paid.  For a individual foreign contractor, the `TaxReporting` might
 link to a
 [W8-BEN](https://www.irs.gov/uac/form-w-8ben-certificate-of-foreign-status-of-beneficial-owner-for-united-states-tax-withholding)
 for the payee.
 ### Information Tags
 In contrast to documentation tags, information tags can more traditionally be
 considered pure "meta-data" for a ledger entry.
 #### Entity Tag
 The `Entity:` tag is required for many types of ledger entries.  The value of
 the `Entity:` tag is a unique moniker that identifies the organization,
 company, person, or legal entity that is the external party for the
 transaction.
 Note that there is no database of these monikers, so typos can cause
 trouble.  However, you could implement checks in
 `accounts/config/config-tags.ledger` using a regular expression to verify no
 typos have occurred.  This would be somewhat cumbersome, since Ledger CLI
 would likely require that the monikers be encoded into a regular expression.
 Barring that, the
 [integrity of your data should be periodically checked](checking-integrity-of-tag).
 #### 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.

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