Options > Asset List tab

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Use this tab to specify which columns should appear in the Asset List window for the open client.

To open this tab when the Asset List window or Asset Detail dialog is open, choose Setup > Options and then click the Asset List tab.

Fields & buttons

This pane shows all columns available to select (but not currently selected) for inclusion in the Asset List window for the open client. Double-click a column to move it to the Columns selected pane.

This pane shows all columns currently selected for inclusion in the Asset List window for the open client.

  • To add an item from the Columns available pane on the left, double-click the item.
  • To change a column's relative position in the Asset List window, highlight it and click the Move Up or Move Down button.
  • To remove an item from this pane, double-click the item.

Click this button to change the position of the highlighted column, moving it one position to the left in the Asset List window.

Click this button to change the position of the highlighted column, moving it one position to the right in the Asset List window.

Click this button to change the client's column setup for the Asset List window to the default settings (Asset #, Description, In Service, Disposal Method, Tax Cost/Basis, Tax Current Depr, Group).

By default, this checkbox is not marked.

  • When this checkbox is not marked and you advance to a new processing period, any assets that were disposed of in the prior year no longer appear in the Asset List window.
  • When this checkbox is marked, if the assessment period end date is prior to the current fiscal year end, and you advance to a new processing period, any disposals and transfers from the prior year that would have been disposed of during the assessment period appear in a Prior Year Disposals/Transfers tab at the bottom of the Asset List window. You can modify the association values that are assigned to these assets.

    If you do mark this checkbox, enter the personal property assessment period end date in the corresponding field.

If you are processing a California, Georgia, Florida, or Virginia personal property tax return that has a different assessment period than the client's current year end and need access to the association values for the prior-year disposals and transfers, mark this checkbox.

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