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Asset List dialog
Show all expandable content
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.
note
The Asset tab is not available if you have chosen to enter summary asset information for the open client. Select File, Client Properties, Advanced Properties, Enter Asset Detail tab and mark the
Enter asset detail information
checkbox to select detailed asset data entry.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
- Toadda new asset for the current activity, selectAdd. This opens a new record in the Asset Detail window.
- Tomodifyan existing asset, select the asset then selectModifyto open its record in the Asset Detail window.
- Todeletean asset, select the asset in the Asset List window, then selectDelete. You will be prompted to confirm that you want to delete the asset.
note
- To select multiple assets (for copying or deletion), select and hold the Ctrl key while you select each asset you want to select, or select and hold Ctrl+Shift while you select to select a range of assets.
- To find a specific asset while the Asset List window is open, select Edit, Find Asset.
note
Although the toolbar is the same, the menu in the Asset tab differs from that which appears in all other input screen tabs.
Fields & buttons
Client Summary Information
Select the 
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.
Client Summary Information
icon 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. Elect Section 179 Amounts
Select this to open the Elect Section 179 window, which lets you enter section 179 expense for eligible assets.
note
This button is not available for 1041 clients.
Vehicle Data Entry
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.
Mass Disposition
Select this to open the Mass Disposition window in which you can add, edit, or delete mass dispositions.
Business activity
This box shows the description of the currently selected business activity.
Asset list
Displays the assets that have been entered for the current business activity.
Asset list totals
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 theDisplay prior year disposals/transfers that occurred during the personal property assessment period endingcheckbox in the Setup, Options, Asset List tab.