Creating asset guideline class regulations
- Select Asset Accounting > Asset System Setup > Asset Guideline Class Regulations .
- Click Create.
- Specify this information:
- Finance Enterprise Group
- This is the default value for the actor for the actor context.
- Asset Guideline Class
- Specify the name of the guideline class the records are valid for. The asset guideline class and the book regulation are used as default values.
- Book Regulation
- Specify the book regulation. The value in this field is related to the record of a book having a common default regulation.
- Active
- Select an asset guideline for new assets.Note: There is an active flag on the Asset book. This field does not get passed the asset book to make that record inactive. The Active field restricts the ability to use the active guideline class.
- Effective Date
- The effective date is used to identify the valid set of parameters using the asset book in service date. When an asset is created, the first active Asset Guideline Class Regulation having an effective date prior to the in service date is selected. The defaults from that record are then assigned to the asset book.
- Life
- Specify the asset recovery period.
- Method
- Specify the depreciation method.
- Convention
- Specify the depreciation convention.
- Classification of Property
- Select the classification of the property.
- Depreciable Intangible
- Select if an asset is intangible and depreciable.
- Personal Use Code
- Specify the personal use code. This includes a tax limit table.
- Cost Recovery System
- Select ACRS or MACRS.
- Property Type
- Select 1245 or 1250. This will indicate that the asset was purchased as a section.
- Business Percent
- Specify the assets percent of use that is business related. This field is used to identify the bonus amount that is assigned to the asset book by multiplying this percent to the asset cost.
- Asset Tax Credit Table
- Specify the tax credit table.
- Qualified Improvement
- Select if the property is a qualified improvement, a leasehold improvement, or not a leasehold improvement.
- First Year Expense Percent
- Specify the amount to expense in the first year. This percent will be multiplied by the Asset Cost to identify the First Year Expense Amount.
- Salvage Percent
- Specify the percent of the asset cost that is identified as salvage value.
- Listed
- Select this option if the asset is listed.
- Indian Reservation
- Select this option to indicate that the asset is located within the boundaries of an Indian reservation.
- Farming
- Select this option if the asset qualifies for special tax treatment that is provided for agricultural applications.
- Foreign Property
- Select this option if the property is located outside of the US.
- Low Income Housing
- Select this option if this asset qualifies for low income housing.
- Section 179
- Select whether this asset qualifies for Section 179.
- Non Conforming
- Select this check box if the assets that are assigned values are inconsistent with regulatory requirements.
- Mineral Reserves
- Select this check box if the assets which qualify for special treatment related to the mining industry are indicated.
- Transitional Rule Flag
- This field is used to identify assets that are migrated from a legacy system because of an acquisition and may require special consideration.
- Used
- Select this check box if the asset was purchased used. This field is available on the Asset. The Asset field is also the default value of the asset book field. If the Asset field is not filled the Asset Guideline class is, the specified value will be assigned to the asset book.
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Click Save.
Note: You can replicate an existing asset guideline class and assign a different name and a required variation of the defaults. There may be a change in the required life or method. Replicating and assisting records can assign a new effected date that correlates with the date that the new rule takes effect.