Asset List window

Alerts and notices

From any activity-based input screen folder, click the Asset tab to open the asset module's Asset List window. This window displays the assets that have been entered (in the Asset Detail dialog) for the open client's selected business activity.

Note: The Asset tab is not available if you have chosen to enter summary asset information for the open client. Choose File > Client Properties > Advanced Properties > Enter Asset Detail tab and mark the Enter asset detail information checkbox to select detailed asset data entry.

Customizing the Asset List window

Asset data entry

  • To add a new asset for the current activity, click the Add button. This opens a new record in the Asset Detail dialog.
  • To modify an existing asset, click the asset to highlight it and then click the Modify button to open its record in the Asset Detail dialog.
  • To delete an asset, highlight the asset in the Asset List window, and then click the Delete button. You will be prompted to confirm that you want to delete the asset.

Tips

  • To select multiple assets (for copying or deletion), press and hold the CTRL key while you click each asset you want to select, or press and hold the CTRL and SHIFT keys while you click to select a range of assets.
  • To find a specific asset while the Asset List window is open, choose Edit > Find Asset.

Note: Although the toolbar is the same, the menu in the Asset tab differs from that which appears in all other input screen tabs.

Fields & buttons

Click the Client Summary Information button button to open the Client Summary Information dialog. The two tabs in this dialog (the Graph Summary tab and the Tax Summary tab) contain graphical summary information and tax summary amounts.

Click this button to open the Elect Section 179 dialog, which allows you to enter section 179 expense for eligible assets.

Note: This button is not available for 1041 clients.

Click this button to open the Vehicle Entry dialog in which you can review data-entry information for all of a client's vehicle assets at once.

Click this button to open the Mass Disposition dialog in which you can add, edit, or delete mass dispositions.

This field (to the right of the folders block and just above the Asset list) shows the description of the currently selected business activity.

Displays the assets that have been entered for the current business activity.

For details on customizing the asset list window or entering asset data, see the Customizing the Asset List window and Asset data entry sections above.

This pane displays the totals of any currency columns for the current activity and for all activities.

Tabs in this window

One or more of the Asset Import tabs - Acquisitions, Disposals/Transfers, Updates, and Prior Year Disposals/Transfers - appear at the bottom of the Asset List window if one or more of the following conditions are met.

  • Information is available to import from the Fixed Assets Inventory module.
  • Information is available to import from the UltraTax/1040 Web Client Organizer.
  • You marked the Display prior year disposals/transfers that occurred during the personal property assessment period ending checkbox in the Setup > Options > Asset List tab.

For information about using the Asset Import tabs, see the overview of the Asset Import tabs.