AK2010 – Report search.

Asset Keeper has in excess of 70 reports to choose from, and who hasn’t stumbled through the menus looking for a report?  We wrote it and we even forget exactly where to find certain reports.  Version 2010 includes a nifty little enhancement called a “report search”.  It is the first option listed in the report [...]

AK2010 – Print tax forms for more years.

In AK2010, you can now print the included IRS Tax forms (IRS Form 4562, IRS Form 4797, and California Form 3885) for the current year, plus the prior 4 years.  In previous versions, you could print the current year and the prior 2 years.  This change was made to alleviate the problem associated with using [...]

AK2010 – Default folder when printing reports to disk.

In AK2010, you can now select a default folder where reports printed to disk will be saved.  This option can be set for each client, so this makes it very convenient if you want to keep all the reports printed to disk for a client in a separate folder. The “print-to-disk” folder is set in [...]

AK2010 – Additional California tax forms added.

Asset Keeper has always been able to print the California Form 3885 for C Corporations.  In version 2010, you will be able to print the following additional California tax forms. 3885A – For individuals or sole proprietors 3885P – For LLC’s and Partnerships B(100S) – For Sub S Corporations These forms will automatically be printed [...]

AK2010 – New “Search by” options added to the Asset Listing screen.

The Asset Listing screen includes a “Search by” option that allows you to include in the Asset Listing only those assets that meet the option selected.  After selecting a Search By option, you can then mark a check box so that only the assets displayed in the Asset Listing will be displayed in the Add [...]

AK2010 – New “Include” options for reports.

Many users are not even aware that there is an “Include” drop down list on the report specifications screen.  By selecting one of the include options, only those assets that match the option selected will be included in the report.  The advantage of using the include options is that it makes it much easier to [...]

AK2010 – Wizard’s Refreshed

During the last few years, there have been a number of wizards added that make it easier to perform some of the more complex operations in Asset Keeper, such as, Global Changes, Auto Assigning Section 179, Auto Assigning AMT Methods & Lives, etc.  We spend some time looking at all the wizards and decided it [...]

AK2010 – Custom Filter for Reports

You may notice, if you’ve been using Asset Keeper for any length of time, that we devote an extraordinary amount of time on reports and report criteria.  There’s a very simple reason for this.  The value of software increases as the usability of the data increases, and this bears a direct relationship to the quality [...]

AK2010 – Year-End Report (report specification)

The new Year-End Review Report has been completed and we think this will be an extremely useful and time-saving report when processing client files at the end of the year.  We thought you might appreciate seeing what the report specification screen for this report looks like, so here’s a picture of it. A separate report [...]

AK2010 – New Report (Year-End Review)

I’ve been contemplating a report like this for some time.  My initial thoughts centered around what I typically do when reviewing a client’s data at the end of the year.  I would print the Asset Depreciation Short Report and use the include option so that only the assets I wanted to review were included.  For [...]