No Adjustment Example

Let’s look at an example of an adjustment convention set to None. Assume you entered an asset with the following attributes:

Property Type:

P

Placed-in-Service:

1/1/2004

Acquired Value:

$10,000

DepreciationMethod:

SL

EstimatedLife:

7 years

Beginning Date:

12/2004

Beginning YTD:

$1,000

Beginning Accum:

$1,000

Calculated Depreciation

$1,428.57

Calculated Adjustment

$428.57

 

Note that the system calculates that depreciation for one year is $1,428.57. Because you entered only $1,000 in the Beginning Accumulated Depreciation field, you have not taken as much depreciation as you are entitled to take in the first year of the asset’s life. Therefore, the system calculates an adjustment of $428.57.

If the Adjustment Convention on the Book Overrides tab of the Edit Company dialog is set to None, then the adjustment amount is never claimed and the asset will remain on the books with a value of $428.57 until it is disposed.

 

PIS

Beg. Date

 

 

 

 

 

End of Life

Post-recovery adjustment

 

1/1/2004

12/2004

12/2005

12/2006

12/2007

12/2008

12/2009

12/2010

12/2011

SL Depr

 

$1,000

$1,428.57

$1,428.57

$1,428.57

$1,428.57

$1,428.57

$1,428.58

$0.00

Adjustment

 

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Accum

 

$1,000

$2,428.57

$3,857.14

$5,285.71

$6,714.28

$8,142.85

$9,571.43

$9,571.43

Net Value

 

$9,000

$7,571.43

$6,142.86

$4,714.29

$3,285.72

$1,857.15

$428.57

$428.57