Enter asset data
With UltraTax CS, you have 2 options for entering your clients' asset data. Before you begin processing returns, you'll need to decide which method you want to use. We strongly recommend you use the same method for all clients.
- Detailed asset data entry:You can enter detailed asset data in the built-in UltraTax CS asset module. The asset module offers detailed tracking of assets as well as a variety of reporting options. This method of asset data entry is selected by default.
- Summary asset data entry:You can enter summary asset information directly onto the 4562, 4684, Sale, 8824, 8829, CO, Auto, 2106, and 2106-2 screens.
Do the following to change how you want to enter asset information for an open client:
- SelectFilethenClient Properties.
- SelectAdvanced Propertiesthen go to theEnter Asset Detailtab.
- Clear or mark theEnter asset detail informationcheckbox.
