Data Entry

1040 - US: Unrecaptured Section 1250 Gain

Add an asset in the Fixed Assets Inventory module

Add Asset, General tab (Inventory module)

Advance changes from a prior period to the current period using Merge

Add a location to an asset

Amortize or depreciate computer software

Copy asset data from the Tax treatment to the Book treatment

Copy assets

Customize columns in the Asset List window

Customize the placement of association fields in the Asset Detail window

Depreciation amounts in red

Enter amortization information

Enter bonus depreciation taken in a prior year

Enter Hawaii excise tax credit information

Enter home office information (1040 only)

Enter Qualified Plug-In Electric Drive Motor Vehicle Credit information

Enter section 179 expense for prior-year assets

Find an asset

MACRS - Half-year convention

Make Book treatment equal to Tax treatment

Make state treatment equal to tax treatment

Mark an activity as making an election under 163(j)(7)(B) or (C)

Mark that an activity qualifies for Section 199A

Optional columns

Reassign assets to a different activity, situs, or association

Renumber multiple assets in the Asset List window

Transfer multiple assets simultaneously

Troubleshoot a group or any association grayed out

Undo asset changes

Assets missing from activity or schedule

Assets missing from recently renamed file

Associations

Calculate unrecaptured Section 1250 gain in a mass disposition

Change a client to a different processing period

Change the list of asset classes that is available from the Method/Life Wizard

Add a new client

Add a short-year client

Add a situs to a client

Calculation of depreciation for monthly clients

Change a client's calculation period

Change a client's entity type

Depreciation: Delete assets from a client

Error: Depreciation client is network locked out

Open a client

Protect client data with a password

Using states with Fixed Assets

Close multiple clients to a new processing period

Configure barcode scanner settings for the Fixed Assets Inventory module

Copy asset data from the Tax treatment to the Book treatment

Definition of aggregate assets

Definition of component assets

Delete an activity

Delete disposals

Depreciation: Adjusted basis calculation of new asset in like-kind exchange

Depreciation: Like-Kind exchange examples

Depreciation: Negative depreciation calculating in a monthly client

Depreciation: Qualified restaurant property and bonus depreciation

Depreciation: Rounding differences

Depreciation: Switch to straight line to maximize deduction

Depreciation: Using the memo method

Designate an asset as a casualty/theft - replacement or no replacement

Change like-kind Exchange settings

Create an aggregate asset

Depreciation recapture calculated on disposition with gain (1040, 1120C, and 1041)

Depreciation: Dispose of assets on an installment sale method

Depreciation: Mass disposal of building and land

Designating an asset as a like-kind exchange

Designating an asset as sold or scrapped

Enter a mass asset disposition

Not reporting sold or scrapped assets on Form 4797

Retiring an asset

Dispose of a section 1245 asset as a like-kind exchange

Divide an asset

Duplicate period

Edit the components of an aggregate asset

Email client data (CSD file) from UltraTax CS or Fixed Assets CS

Enter a partial disposition

Enter a short year for the current client

Enter Alternative Motor Vehicle Credit information

Enter an asset's current-year business use percentage

Enter an asset's prior-year business use percentage

Enter an oil and gas well asset

Enter disposal information

Enter qualified plug-in electric drive motor vehicle credit information

Enter tax credit information

Enter vehicle/listed property information

Export client data (CSD File) from UltraTax CS or Fixed Assets CS

Fixed Assets CS: Advance changes from a prior period to the current period using Overwrite

Fixed Assets CS: Change bonus depreciation elections in a prior period

Fixed Assets CS: Change bonus depreciation elections in a prior period

Add treatments to prior period

Change from calendar to fiscal year end

Change from fiscal to calendar year end

Clear Recent Activity on Home page

Remove the last fixed asset period

Restore Method Life Wizard to defaults

Select Period to Process is inactive

How changes in the Fixed Assets inventory module transfer to Fixed Assets CS

Fixed Assets Inventory module

Features of the Fixed Assets Inventory module

Like-kind exchange tax assumptions: Luxury autos, van or light truck, and electric autos

Like-kind exchange tax assumptions: Treatment doesn’t follow IRS notice 2000-4 or Reg. 1.168(i)-6

Like-kind exchange tax assumptions: Treatment follows IRS notice 2000-4

Like-kind exchange tax assumptions: Treatment follows Reg. 1.168(i)-6

Like-kind exchanges for IRS notice 2000-4 and Reg. 1.168(i)-6

Luxury auto

Mark a group of assets as reviewed (Inventory module)

Move assets

No current depreciation for assets in monthly client

Open an active inventory (Inventory module)

Place an asset out of service

Reassign assets to a different activity, situs, or association (Inventory module)

Recapture section 280F amounts

Rename Clients

Restore client data from CSD File

Set up a new asset class in the Method/Life Wizard

Set up a new method or life in the Method/Life Wizard

Set up a new treatment in the Method/Life Wizard

Set up and enter a location for a client

Set up asset associations

Transfer assets to a new client at Net Book Value (NBV)

Transfer one asset or a portion of an asset

Troubleshoot client data from CSD File

Use the Method/Life Wizard during asset data entry