Start here
How a firm, client, entity and return fit together, and what to do in your first fifteen minutes
By Andy1 author7 articles
Importing your data
Getting a client's assets in, from a spreadsheet, a vendor export, or a prior-year return
By Andy1 author14 articles
Firm and account
Your firm's users, seats, plan and billing
By Andy1 author14 articles
Your asset register
Working the grid, and everything on a single asset's page
By Andy1 author15 articles
Book depreciation
Running a GAAP book alongside tax, and which number shows up where
By Andy1 author9 articles
Disposals and splits
Recording what left, and dividing an asset into the pieces it really is
By Andy1 author16 articles
Journal entries
Producing the monthly entry, and tying it back to your trial balance
By Andy1 author8 articles
Reports and exports
Building the report you want on screen, and getting it out to Excel, PDF, or your tax software
By Andy1 author10 articles
