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Data entry

Enter business-use and personal-use sales

Use the following steps to enter the sale of a business-use or personal-use asset, calculate the gain/loss from that sale and manually enter that amount in the field.
note
  • Planner CS doesn't have fields for sales price, basis, or expenses.

Enter the sale of a business-use asset

When a business-use asset is sold within an activity, such as a rental property, enter the gain/loss in the fields on the following tabs.
  • Enter the sale of an asset from a passive activity on the
    Activities
    ,
    Data Entry
     button
    8582 G/L
     tabs.
  • Enter the sale of an asset from a non-passive activity on the
    Income
    ,
    Cap G/L
     tab, or
    Form 4797
     tab.

Enter the sale of a personal-use asset

Enter the gain/loss on the tab under the Income button, such as the
Cap G/L
,
Form 4797
, or
28% G/L
 tabs.

This article applies to:

  • Product: Planner CS