Asset Keeper: Unsurpassed Reports

From the very beginning, we wanted the reports in Asset Keeper to be easy to read, flexible, and suitable for the task at hand.  Our reports are conveniently grouped so that you can find the report that will provide the information you need and in a format that you prefer.  Shown below is a screen shot of the Reports Menu so you can see how the reports are grouped for easy identification and selection.

As you can see, there are reports provided for specific calculations, such as monthly reports and projected reports.  There are also reports specifically for income tax reporting, such as, forms 4562 and 4797 that are formatted in accordance with the guidelines provided by the Internal Revenue Service. 

Since most personal property reports are based on the data you enter in your fixed asset program, we include personal property reports customized for specific states that can save you a great deal of time and make this reporting requirement much less complicated.  There is also a generic personal property report that can be used for many states that do not have specific formats.  Listed below are the states that we include specially formatted reports.

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Indiana
  • Kansas
  • Kentucky
  • Michigan
  • Nebraska
  • New Mexico
  • Ohio
  • Oklahoma
  • South Carolina
  • Tennessee
  • Utah
  • Washington
  • Wisconsin Manufacturing
  • Generic (for other states)

You can modify your reports using our easy to navigate report specification screens. Generally, on this screen you can change the sort order, set a range of assets to include, print the report with asset details or not, and change the change the print format from portrait to landscape.  The screen shot below shows the report specification screen for one of our most popular reports, the Asset Depreciation Short Report.


(Click image to Enlarge)

In addition to two levels of sorting, there is also an include option that allows you to select from an “often” requested list of filters.  These options make it easy to include a subset of your assets for review or analysis.  The include list has the following selections. 

  • Assets with depreciation or Section 179
  • New acquisitions
  • Disposed or traded assets
  • New acquisitions and disposed assets
  • New acquisitions with Section 179
  • Fully depreciated assets
  • Inactive assets
  • Assets whose depreciation has been overridden
  • Assets who are fully depreciated this year
  • Listed property – these are assets, such as autos and other assets that can be used personally as well as for business, and are assigned a Listed Code other than “N”.
  • Only Active assets
  • Exclude disposed assets
  • Assets whose Group #1 checkbox is marked
  • Assets whose Group #2 checkbox is marked
  • Assets whose Group #3 checkbox is marked
  • Assets whose Group #4 checkbox is marked

Reports can be printed to any Windows accessible printer and can be printed to the following file formats for emailing or archiving. 

  • PDF – Adobe portable document format
  • Word – compatible with Word 2000 and higher
  • RTF – rich text format used by Word
  • Excel – compatible with Excel 2000 and higher
  • Text – plain text format
  • HTML – viewable in your browser
  • XML – extensible markup language portable format

Asset Keeper also includes a built-in easy to use Report Writer that allows you to quickly and easily create custom reports that can be saved and re-used over and over.

As you can see, Asset Keeper’s reporting options are extensive and we guarantee that they will meet your reporting requirements with ease. 


If you wish to ask specific questions or request additional information, e-mail us at info@proware-cpa.com.

                                                                                                                                       

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