Client Summary Information > Graph Summary tab

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

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se this tab to view a summary graph of the open client's assets. You can customize the graph to suit your needs.

To open this tab, open the Asset List window, choose Tasks > Display Summary Information, and then click the Graph Summary tab.

Fields & Buttons

Choose whether you want to base the graph on the current activity or all activities.

  • [Current Activity] - Click this option to display summary information only for the open client's current activity.

    Note: The name of this option varies depending on which activity folder is selected in the Asset List window.

  • All Activities - Click this option to display summary information for all of the open client's activities.

Select the treatment for which you want to view summary information.

Note: You can base the graph on any treatment that has been enabled in the Setup > Treatments dialog.

Choose one of the following options to analyze the client's data for either the current activity or all activities and for the treatment chosen.

  • Number of assets - Click this option to view a graph detailing the client's asset information based on the number of assets.
  • Cost/basis - Click this option to view a graph detailing the client's asset information based on the cost/basis of their assets.
  • Current depreciation - Click this option to view a graph detailing the client's asset information based on the current depreciation of the client's assets.

Note: If you choose to analyze the client's assets by Number of assets or Cost/basis, assets that have been disposed of will not be included in the graph summary.

Choose the association (group, location, property type, division, activity, or any custom association that maintains a list) for which you want the application to analyze the client's asset information.

Note: Activity is available from this drop-down list only if you clicked the All Activities option at the top of the Graph Summary tab.

Provides a list of activities or associations based on the selection you made in the Based on field.

Based on the choices you make in this dialog, the graph shows summary information for the following items.

  • The [Current Activity] or all activities
  • The treatment chosen in the Treatment field
  • The number of assets, cost/basis, or current depreciation

The colored sections of the graph are broken down by activities or the type of association you chose in the Based on field.

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