Choosing between detailed and summary asset data entry

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UltraTax CS defaults to detailed asset data entry for each client. However, UltraTax CS also includes a summary asset data entry feature, which you can use to enter calculated depreciation information directly. To enable summary asset data entry, follow these steps.

  1. In the New Client or Client Properties dialogs, click the Advanced Properties button.
  2. Click the Enter Asset Detail tab.
  3. Clear the Enter asset detail information checkbox.
  4. Click OK to close the Advanced Properties dialog.

Note: To enable detailed asset data entry for a client for whom it has been disabled, return to this dialog, mark the Enter asset detail information checkbox, and click OK.

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