Asset List dialog

From any activity-based input screen folder, select the Asset tab to open the asset module's Asset List window. This window displays the assets that have been entered (in the Asset Detail window) for the open client's selected business activity.

Customizing the Asset List window

  • Assets are listed by asset number, by default. To re-sort the asset list, select any of the column headings.
  • To change the width of any column, select and drag the border of a column heading. If you change the width of any column, the change is retained for that client.
  • You can specify which columns appear in the Asset List window.
  • To define associations (which you can view as columns) for the client, select Setup, Associations while the Asset List window is open.

Asset data entry

  • To
    add
    a new asset for the current activity, select Add. This opens a new record in the Asset Detail window.
  • To
    modify
    an existing asset, select the asset then select Modify to open its record in the Asset Detail window.
  • To
    delete
    an asset, select the asset in the Asset List window, then select Delete . You will be prompted to confirm that you want to delete the asset.

Fields & buttons

Select the Client Summary Information button to open the Client Summary Information window. The two tabs in this window (the Graph Summary tab and the Tax Summary tab) contain graphical summary information and tax summary amounts.
Select this to open the Elect Section 179 window, which lets you enter section 179 expense for eligible assets.
Select this to open the Vehicle Entry window in which you can review data-entry information for all of a client's vehicle assets at once.
Select this to open the Mass Disposition window in which you can add, edit, or delete mass dispositions.
This box shows the description of the currently selected business activity.
Displays the assets that have been entered for the current business activity.
This pane displays the totals of any currency columns for the current activity and for all activities.

Tabs in this window

One or more of the Asset Import tabs - Acquisitions, Disposals/Transfers, Updates, and Prior Year Disposals/Transfers - appear at the bottom of the Asset List window if one or more of the following conditions are met.
  • Information is available to import from the Fixed Assets Inventory module.
  • Information is available to import from the UltraTax/1040 Web Client Organizer.
  • You marked the
    Display prior year disposals/transfers that occurred during the personal property assessment period ending
    checkbox in the Setup, Options, Asset List tab.
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