Using the summary graph to analyze assets

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

To set up the graph to analyze your assets, perform the following steps.

  1. Open the Asset List window for an activity.
  2. Choose Tasks > Display Summary Information. The Client Summary Information dialog opens.
  3. Under Activity, choose to base the graph on either the current activity or all activities by clicking the appropriate option.
  4. From the drop-down list for the Treatment field, choose any treatment that has been set up for this client in the Setup > Treatments dialog.
  5. Under Asset information, choose to analyze the client's asset information based on Number of assets, Cost/basis, or Current depreciation.
  6. From the drop-down list for the Based on field, choose an association to determine how the pie chart will be broken out. In the list below this field, the entries that were made for the association in the Setup > Associations dialog are listed.
  7. The pie graph analyzes the client's asset information based on the choices you made.

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