Fixed Assets CS includes many standard forms and reports for which you can choose various print options to fit your specific needs. In addition, you may define an unlimited number of custom reports by choosing Setup > Custom Reports.
To open this dialog, click the Print button or choose File > Print. You may print or preview forms and/or reports at any time when the Asset List window is active.
Note: When accessed from within the Fixed Assets Inventory module, the name of this dialog is Inventory Print.
Special information
Fields & buttons
Mark this checkbox if you want to print paper copies of the selected documents or if you want to print to the Fixed Assets CS Spool.
If you are licensed for Onvio Documents, mark this checkbox to upload electronic copies of the selected documents to the Client Documents area in Onvio.
Mark this checkbox if you want to store copies of the selected documents in FileCabinet CS / GoFileRoom / File Drawer. If you are licensed for and have installed FileCabinet CS and your firm has set up multiple FileCabinet CS data locations, select the appropriate data location from the adjacent drop-down list.
Select the FileCabinet CS / File Drawer data location to which you want to print the selected documents.
Notes: This field is available only if your firm has set up multiple data locations and the FileCabinet CS / File Drawer checkbox is marked.
Mark this checkbox and select Microsoft Excel or PDF from the drop-down list to print copies of the selected documents as XLS (Microsoft Excel) or PDF files.
Select the data location to which you want to print the selected documents.
Print what group box
Click a tab to view and select reports associated with that tab.
- Profiles tab: This tab appears if you previously defined one or more print profiles for the open client or for the template.
- Reports tab: Lists the Fixed Assets CS standard reports by category - Tax, Book, states, AMT, E&P, ACE, Comparative, or [custom treatment].
- Forms tab: Lists the Fixed Assets CS standard forms and worksheets.
Note: Forms cannot be printed to Microsoft Excel.
- Custom tab: This tab appears if you previously defined one or more custom reports.
- Inventory tab: This tab appears in the Print dialog for the Fixed Assets Inventory module. It lists the worksheets and reports that are available in the Fixed Assets Inventory module.
Note: The Fixed Assets Inventory module is separately licensed.
Choose a report category - Tax, Book, states, AMT, E&P, ACE, Comparative, or [custom treatment] - from the drop-down list to view the list of reports available for that category. (In the Fixed Assets Inventory module, only Reports and Worksheets are available from the drop-down list.)
Notes
- This field is available only in the Reports tab. (If you are licensed for the Fixed Assets Inventory module, this field is also available in the Inventory tab in the Print dialog.)
- Only previously specified treatments appear in the category list. (Details on setting up treatments.)
- After selecting reports from one category, you may select reports for a second category, a third category, and so on. Reports are printed in the order in which you select them.
Lists all profiles, reports, and forms available for the selected tab. Double-click a report, form, or profile to move it to the Selected pane for previewing or printing.
- Profiles tab: Lists all of the print profiles previously defined for the open client, along with the Most Recently Printed profile. (If you set up the template, the Profiles defined for the template are automatically displayed in this list.)
- Reports tab: Lists the Fixed Assets CS standard reports, by category - Tax, Book, states, AMT, E&P, ACE, Comparative, and [custom treatment].
- Forms tab: Lists the Fixed Assets CS standard forms and worksheets.
Note: Forms cannot be printed to Microsoft Excel.
- Custom tab: Lists all custom reports previously defined using the Setup > Custom Reports dialog.
- Inventory tab: Lists all reports or worksheets that are available in the Fixed Assets Inventory module.
Note: The Fixed Assets Inventory module is separately licensed.
All reports, forms, or profiles that have been selected for printing are listed in this pane of the Print dialog.
Displays the print options currently selected for the highlighted report or form. Note that you must highlight a single report or form to view specific options in this pane.
Other fields and buttons
Click this button to select one or more clients to print for a specific tax year. If a client is open, that client is automatically selected to print.
Click this button to open the Profile dialog where you can define and save multiple "profiles" (or printing templates), including specific forms, reports, and collation sequences.
Note: To enable the Profile button, select at least one report or form for printing.
Click this button to open the Print Options dialog for the highlighted form or report.
Note: To enable the Options button, select at least one report for printing.
Mark this checkbox and select a status event from the drop-down list if you want to update the client's status when the reports or forms are printed.
Specify the number of copies you want to print by entering a number (up to 9) in this field or by using the arrows to increase or decrease the number of copies.
Click this button to display the selected reports and/or forms in the Print Preview window. When multiple reports and/or forms are selected, they appear in the order listed in the Selected pane of the Print dialog.
From the Print Preview window, you may perform the following steps.
- Page forward or backward through each report or form
- Scroll the display up or down to view the current page
- Print the current page
- Print all selected reports and/or forms
- Close the Print Preview window without printing
Fixed Assets CS
