U.S. Tax Reports
| Report ID and Report Name | Description | Run Control Page |
|---|---|---|
|
AMTX3000 Tax Acquisitions |
Lists acquisition information for tax purposes. (SQR) Note: This report can be run in detail or summary mode. |
RUN_AMTX3000 |
|
AMTX3100 Tax Adjustments |
Lists adjustment information for tax purposes. (SQR) |
RUN_AMTX3000 |
|
AMTX3200 Tax Retirements |
Lists adjustment information for tax purposes. (SQR) This report can be run in detail or summary mode. |
RUN_AMTX3000 |
|
AMTX3210 Tax Retirement Capital Gains |
Lists retirement capital gains information for tax purposes. (SQR) |
RUN_AMTX3000 |
|
AMTX3220 Like Kind Exchanges Activity |
Use this report to review LKE activity. (SQR). |
RUN_AMTX3000 |
|
AMTX3500 Tax Depreciation |
Gathers depreciation information for tax purposes. (SQR) |
RUN_AMTX3000 |
|
AMTX3610 Tax Depreciation for Current Year Assets |
Similar to Tax Depreciation report, ordered by fiscal year/period or date range. (SQR) |
RUN_AMTX3000 |
|
AMTX3620 Tax Depreciation for Prior Year Assets |
Similar to Tax Depreciation report, ordered by fiscal year/period or date range. (SQR) |
RUN_AMTX3000 |
|
AMTX3630 Tax Depreciation – Listed Property |
Gathers depreciation information relevant to listed property. (SQR) |
RUN_AMTX3000 |
|
AMTX3640 Generate Bonus Depreciation Tax Reports |
This report is used in conjunction with the bonus depreciation. Use to review bonus depreciation amounts for Non-Listed Property. |
RUN_AMTX3000 |
|
AMTX3650 Generate Bonus Depreciation Tax Reports |
This report is used in conjunction with the bonus depreciation. Use to review bonus depreciation amounts for Listed Property with business use over 50%. |
RUN_AMTX3000 |
|
AMTX4000 Alternative Minimum Tax (AMT) |
Gathers alternative minimum tax information. (SQR) Note: This report can be run in detail or summary mode. |
RUN_AMTX4000 |
|
AMTX4100 Adjusted Current Earnings Worksheet (ACE) |
Lists adjusted current earnings information. (SQR) |
RUN_AMTX4000 |
|
AMTX4200 40% Rule Analysis Report |
Run to comply with the US Tax 40% Rule. (SQR) Note: If you add over 40% of your assets in the 4th quarter, you must update the convention from mid-year to mid-quarter under certain US requirements. This report can be run in detail or summary mode. |
RUN_AMTX4200 |
|
AMTX4300 AMT Retirements |
Gathers alternative minimum tax information from retirements. (SQR) |
RUN_AMTX4000 |
|
AMTX4400 ACE Retirements |
Gathers adjusted current earnings information from retirements. (SQR) |
RUN_AMTX4000 |