Setting Up Retirement Basis Reduction Codes

To set up retirement basis codes, use the Retirement Basis Reduction (TRAN_EXCLUDE_TBL) component.

This topic discusses how to define retirement basis codes.

Page Name

Definition Name


Retirement Basis Reduction Page


Set up retirement basis reduction codes.

Use the Retirement Basis Reduction page (TRAN_EXCLUDE_TBL) to set up retirement basis reduction codes.

These codes are used when you opt to retire an asset by using its original cost basis adjusted by all non-excluded transactions. In this way, for example, you could exclude any indexed revaluation adjustments.

Note: For this option to work correctly, any transaction type or types that you want to exclude must have unique transaction codes.