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Level 1
December 6, 2019
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Can assets be sorted by more than two categories

  • December 6, 2019
  • 2 replies
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can assets be sorted by more than two categories, for example, by Category "Equipment", and then by Category D, and further by year placed in service. These additional sorts would expedite the preparation of filing the Personal Property Tax Returns due in Wisconsin every year, as the information needed would follow this type of sorting.
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Best answer by abctax55

Nope....it sure *would* help with those obnoxious property tax statements tho.

2 replies

abctax55
abctax55Answer
Level 15
December 6, 2019

Nope....it sure *would* help with those obnoxious property tax statements tho.

HumanKind... Be Both
Level 6
December 6, 2019
What about exporting to excel and massaging the info there?
George4Tacks
Level 15
December 6, 2019

At best create a multitude of Category [O] descriptions, e.g. Equipment - Office, Equipment - Shop, Equipment - Shipping, .... I would use copy and paste to be sure the descriptions are identical. When you print the depreciation schedule it will print that multitude of subcategories and list them by date. Not exactly what you are looking for, but short of MojoCPA's suggestion of exporting to excel, that is as close as you will get with Lacerte. 

Answers are easy. Questions are hard!