Displaying prior-year disposals for personal property tax returns

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If you are processing a personal property tax return that has a different assessment period than the client's current year end and need access to the prior-year disposals' association values, complete the following steps.

  1. Open the desired client.
  2. Choose Setup > Options.
  3. Click the Asset List tab.
  4. Mark the Display prior year disposals/transfers that occurred during the personal property assessment period ending checkbox.
  5. Enter the personal property assessment period end date in the field below this checkbox.
  6. Click OK to save your changes.

When this checkbox is marked and you advance to a new processing period, any disposals from the prior year 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.

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