Customizing asset data entry and calculation options

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The following sections describe how to change various default asset data-entry and calculation options.

User preferences

These options can be set for each user, including users on network installations.

To perform the following tasks, choose Setup > User Preferences. (User preferences are available only when the asset module is not open.)

Client-specific options

These options can be set on a client-by-client basis and are available only when a client is open.

To access these options, open the Asset List window for an activity, choose Setup, and choose one of the following options.

Custom depreciation methods

To create custom depreciation methods for use with any client, open the Asset List window for an activity and choose Setup > Custom Methods.

See Defining a custom method for calculating depreciation for details.

Share This