Data entry overview

Alerts and notices

See also: Entering detailed asset data

The Asset List window opens automatically once you open a client.

With Fixed Assets CS, you can enter asset data and immediately view the calculations. Throughout the application, business activities are grouped into folders that are named for their corresponding forms or funds. (For example, a 1040 client would have one or more folders for Schedule C activities, and so on.) Activity folders for the open client are listed in the folders block, on the left side of the Asset List window.

  • To choose a particular business activity, click the folder associated with that activity.
  • To add an 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, highlight the asset and then click the Modify button. This opens the selected record in the Asset Detail dialog.