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Associations dialog

Associations are used to sort assets during data entry, enter information needed for UltraTax CS personal property tax returns, and categorize assets for reporting purposes. (Note that reports sorted by these categories are available in Fixed Assets CS, which is licensed and installed separately.) Use the Associations window to set up application-defined associations, define custom associations, and customize the placement and order of the association fields in the Asset Detail window.
To open this window, select Setup, then Associations while the Asset List window or Asset Detail window is open.

Special information

You can specify which associations appear as columns in the asset list window for an open client.

Fields and buttons

If a primary association has been set up for the current client, that association appears in this box.
  • To add acceptable values to the primary association, select this association and select Options.
  • To modify the default association values or asset class for the primary association values, select Wizard Setup.
Select this to set up the default association values and default Method/Life Wizard asset class that should be automatically entered based on the value you select for the primary association during asset data entry.
If you have already set up entries based on the value chosen for the primary association, you can select this to modify the default association values and asset class.
Lists all of the application-defined associations, any custom associations that have been set up, and available custom associations.
Use this list to determine the location and availability of the association fields in the Asset Detail window.
  • Location:
     The first three enabled fields in this list appear at the top of the Asset Detail window in the same order they appear in the list. The remaining association fields appear in the Associations group box on the Other tab. Use Move Up or Move Down to change the order of fields in the list.
  • Availability:
     To enable an association field for data entry, mark the checkbox for that association, then define or set up the association.
Select this to move the selected data-entry field up one row in the Association field order list.
The first three enabled fields in the list appear at the top of the Asset Detail window in the same order they appear in this list. The remaining enabled association fields appear in the Association group box on the Other tab in the Asset Detail window.
Select this to move the selected data-entry field down one row in the Association field order list.
The first three enabled fields in the list appear at the top of the Asset Detail window in the same order they appear in the list. The remaining enabled association fields appear in the Associations group box on the Other tab in the Asset Detail window.
Select this to open the Association Properties window for the selected association. In the Association Properties window, you can modify the application-defined associations (except those for which the application provides the list) and set up custom associations.
Select this to turn off all associations for any UltraTax CS personal property tax return that can be prepared for the states that are attached to the current client.
Select this to turn on all associations needed for any UltraTax CS personal property tax returns that can be prepared for the states that are attached to the current client.
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