This is the layer that is always there. Every asset that arrived with a group label carries it in Source Category, whichever route you picked and even if you skipped the question.
The field is available as a column on both asset grids: the Tax assets grid on a return, and the Book (GAAP) tab, where categories like intangibles and right-of-use assets usually matter most.
It appears when it’s useful
The column is hidden by default across the app, because most returns have nothing to put in it.
On a return whose assets do carry group labels, it turns itself on. If you explicitly show or hide it through the column customizer, your choice wins from then on. The automatic behavior never overrides a decision you made.
What you can do with it
Sort by it, to bring a class or property together.
Filter by it. The filter is multi-select and shows how many assets sit behind each value, so you can isolate one band or several. It appears once a return has more than one distinct value.
Find the gaps. Assets with no label collect under “(No source category)”, which is itself a filter option.
The column is a record, not a control
Source Category is read-only on the grid. It reports what the source document said, which is what makes it useful during review. It does not drift.
To change how an asset is classified, change its Activity or GL account. Those stay fully editable.
Existing assets
There is no backfill. Assets imported before this feature show a dash, and re-importing is the way to populate them.
Some earlier imports already captured a category and light up on their own with no action from you.