Examples of asset data that Fixed Assets CS verifies before importing
This article includes examples of asset data that Fixed Assets CS verifies before importing the asset data.
General import category
Field | Field type | Acceptable values |
|---|---|---|
Activity | Alphabetic |
|
Unit number | Numeric | 1 - 250; blank defaults to 1. |
Asset number | Numeric | 1 - 32000 |
Description | Alphanumeric | 0 - 45 characters; no quotation marks or commas. |
Date In Service | Date | Any Excel date format, such as MMDDYY |
Date Disposed | Date | Any Excel date format, such as MMDDYY |
Gross Proceeds | Numeric | -9999999.99 - 99999999.99 |
Force Mid Qtr | Numeric | Y or YES = Yes; N or NO = No (blank defaults to No). Indicates the convention for prior-year assets. |
Amort Section | Numeric | 59(e) Circulation, 59(e) Research, 59(e) IDC, 59(e) Development, 59(e) Mining, 167, 167(h), 169, 171, 173, 174, 178, 184, 194, 195, 197, 248, 263, 461, 616, 617, 709 |
Memo one | Alphanumeric | 0 - 45 characters; no quotation marks. |
Memo two | Alphanumeric | 0 - 45 characters; no quotation marks. |
Current yr bus % | Decimal | 0 - 100.00 |
Last yr bus % | Decimal | 0 - 100.00 |
2 yr ago bus % | Decimal | 0 - 100.00 |
3 yr ago bus % | Decimal | 0 - 100.00 |
4 yr ago bus % | Decimal | 0 - 100.00 |
5 yr ago bus % | Decimal | 0 - 100.00 |
Date Acquired | Date | Any Excel date format, such as MMDDYY |
New/Used | Alphabetic | N = New; U = Used. (Blank defaults to New.) |
Real property | Alphabetic | R = Real property. (Blank defaults to not real property.) |
Vehicle/Listed | Alphabetic |
|
Situs | CS list* | State ZIP Code or state |
* CS list = Thomson Reuters list
** Only available for tax year 2017 and before
Association import category
Field | Field type | Acceptable values |
|---|---|---|
Serial number | Alphanumeric | 0 - 45 characters |
User associations | Text (non-list) | 0 - 25 characters |
User associations | Date | Any Excel date format, such as MMDDYY |
User associations | Currency | 0 - 99999999.99 |
User associations | Text (list) | 0 - 25 characters |
CS associations* | Text (list) | 0 - 25 characters |
CS associations* | Date | Any Excel date format, such as MMDDYY |
CS associations* | Currency | 0 - 99999999.99 |
CS associations* | CS list* | This is a defined list that is set up in Fixed Assets CS. |
* CS associations/list = Thomson Reuters associations/list
Treatment values import category
Field | Field type | Acceptable values |
|---|---|---|
Cost | Numeric | -9999999.99 - 99999999.99 |
Method | CS list* |
|
Life | Numeric | 1 - 99 |
ADS Life | Numeric | 1 - 99 |
Salvage Value | Numeric | -9999999.99 - 99999999.99 |
Sec 179 expensed | Numeric | -9999999.99 - 999999.99 |
Prior depreciation | Numeric | -9999999.99 - 99999999.99 |
YTD depreciation | Numeric | -9999999.99 - 99999999.99 |
Cur depreciation | Numeric | -9999999.99 - 99999999.99 |
* CS list = Thomson Reuters list
