Property Tax - Detail Report

Purpose

The Property Tax - Detail report shows detailed asset information for a selected date. The report sorts assets first by a defined property tax category, and then by each acquisition year. You can use the report to prepare taxable business or personal property tax returns.

Tips:
-If you file property tax returns for more than one jurisdiction, you can use Group Manager to create a group for each jurisdiction. When you run the Property Tax - Detail report, select the desired group in the Report Definition dialog.

-Most property tax jurisdictions require you to classify assets in unique categories. We suggest that you designate a field to use as the property tax category field. You may want to use one of the Custom Fields for this purpose and rename it to Property Tax Category. You may also want to create a list of valid SmartList entries for this field. When you run the report, you should select the Property Tax Category field on the Report Definition dialog. The report sorts assets by this field first, and then by acquisition year-end.