Copying asset data from the Tax treatment to a state treatment

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

  1. In the Asset List window, choose Setup > Treatments.
  2. In the Treatments dialog, mark the checkbox for the appropriate state.
  3. With the state treatment highlighted, click the Build button.
  4. In the Treatment Build dialog, click the Replace all assets with the following treatment's values option, and choose Tax from the corresponding drop-down list.
  5. Click OK to build the treatment.
  6. When the build is complete, the Treatments dialog opens. Click OK to return to the Asset List window.

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