Associations

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Associations are used to sort assets during data entry (by clicking a column heading in the Asset List window) , to categorize assets for reporting purposes, and to enter additional information needed for UltraTax CS personal property tax returns. They may also be used to focus the list of available assets when reassigning assets or selecting assets for a mass transfer or mass disposition.

Choose Setup > Associations to modify application-defined associations or create custom associations.

An application-defined association is any association that is not custom. Note that the oil & gas association is available only for certain activities for 1040, 1120, 1065, and 1041 clients.

There are two types of associations for both application-defined and custom associations - those that maintain a list of acceptable values and those that do not.

Notes

  • Application-defined associations cannot change between maintaining and not maintaining a list of acceptable values.
  • Once set up, you can modify the properties of an association that maintains a list of acceptable values so that it does not maintain a list. The list that you were maintaining will be deleted, and the association will accept entries only in text format.
  • You cannot edit certain application-defined associations. Most of these associations end with a state postal code (for example, County - KY). These associations appear in the Associations dialog only if an UltraTax CS personal property tax return is available for a state that is attached to the current client.
  • If an association is needed for an UltraTax CS personal property tax return, the association will appear in blue with an asterisk next to it in the Asset Detail dialog.
  • You can copy associations and association values from the Fixed Assets CS template to existing clients. See Transferring template items to existing clients for information.

Related topics

Setting up associations

Setting up the Association Wizard

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