Asset List window

Alerts and notices

The Asset List window opens automatically after you add a new client in Fixed Assets CS or open an existing client. This window displays the assets that have been entered (in the Asset Detail dialog) for the open client's selected business activity.

Customizing the Asset List window

  • Assets are listed by asset number, by default. To re-sort the asset list, click any of the column headings.
  • To change the width of any column, click and drag the left or right 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. (See lists of default columns and optional columns.)
  • To define associations (which you can view as columns) for the client, choose Setup > Associations while the Asset List window is open. For detailed information, see Setting up asset associations.
  • By default, the folders block in the asset list window is always visible. However, you can set an option on a user-by-user basis (in the Setup > User Preferences > Miscellaneous tab) to have Fixed Assets CS automatically hide and show the folders block when the mouse pointer moves over, and away from, the folders block area. See Hiding the folders block in the Asset List window for details.

Asset data entry

  • To add a new asset for the current activity, click the Add button. This opens a new record in the Asset Detail dialog.
  • To modify an existing asset, click the asset to highlight it and then click the Modify button to open its record in the Asset Detail dialog.
  • To delete an asset, highlight the asset in the Asset List window, and then click the Delete button. You will be prompted to confirm that you want to delete the asset.

Tips

  • To select multiple assets (for copying or deletion), press and hold the CTRL key while you click each asset you want to select, or press and hold the CTRL and SHIFT keys while you click to select a range of assets.
  • To find a specific asset while the Asset List window is open, choose Edit > Find Asset.

Fields & buttons

The folders that appear in the left side of the Asset List window are based on the open client's entity type. All of the assets for a single business activity are grouped within the related folder. For example, if the open client is an individual, the Business folder pertains to asset information for Schedule C, Part 2.

  • To see the full name of any folder, hover the mouse pointer over the folder for a moment.
  • To enter asset information for a different activity, click the relevant folder.
  • To add a new asset for the selected activity, click the Add button. This opens a new record in the Asset Detail dialog.
  • To modify information for an existing asset within the selected activity, click the asset to select it and then click the Modify button to open that asset's record in the Asset Detail dialog.
  • Horizontal lines on a folder indicate that asset information has been entered for that activity.
  • A double-folder icon indicates the folder contains multiple-unit activities.
  • If you are licensed for FileCabinet CS, click the FileCabinet CS button to view FileCabinet CS documents from within Fixed Assets CS.

Tip: By default, the folders block in the asset list window is always visible. However, you set an option on a user-by-user basis (in the Setup > User Preferences > Miscellaneous tab) to have Fixed Assets CS automatically hide and show the folders block when the mouse pointer moves over, and away from, the folders block area. See Hiding the folders block in the Asset List window for details.

Click the Client Summary Information button button to open the Client Summary Information dialog. The two tabs in this dialog (the Graph Summary tab and the Tax Summary tab) contain graphical summary information and tax summary amounts.

Click this button to open the Elect Section 179 dialog, which allows you to enter section 179 expense for eligible assets.

Note: This button is not available for 1041 clients.

Click this button to open the Vehicle Entry dialog in which you can review data-entry information for all of a client's vehicle assets at once.

Click this button to open the Mass Disposition dialog in which you can add, edit, or delete mass dispositions.

This field (to the right of the folders block and just above the Asset list) shows the description of the currently selected business activity.

Displays the assets that have been entered for the current business activity.

For details on customizing the asset list window or entering asset data, see the Customizing the Asset List window and Asset data entry sections above.

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 the Display prior year disposals/transfers that occurred during the personal property assessment period ending checkbox in the Setup > Options > Asset List tab.

For information about using the Asset Import tabs, see the overview of the Asset Import tabs.

Was this article helpful?

Thank you for the feedback!