Customizing asset data entry and calculation options

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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.

Was this article helpful?

Thank you for the feedback!