How do I Link a Custom Category to a Specific Tax Line?

When you create a new category, you have the option to set the category to roll up to a specific tax line. This is useful for specifying how a given category will appear on your Schedule C.

Here you can set the tax line for your category.

 

 

 

 On your Taxes page, you can expand your tax lines to see where your new category rolls up.

 

 

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