Asset Reports for Tax Return Preparation

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Sabrina Hoppe
New Member
Posts: 1
New Member
    Our tax accountant is wondering which reports other companies use to get to year-end tax information on assets.

    We currently run a bunch of different reports that she uses (AM255, AM260, AM280, AM290) to essentially verify that Lawson matches all of her manual Excel tracking.

    Is there a way to make Lawson the source of truth / avoid all the manual Excel work / just have Lawson kick out the numbers needed for form 4562? Or does anyone have a Crystal or Query Wizard report built that does this?
    Greg Moeller
    Veteran Member
    Posts: 1498
    Veteran Member
      From another member of our team here at Genesis Health System:

      Here we use the "List" option available on the "Additional Options" tab of many of the AM reports to assist us in keeping track of different types/ groups of assets for tax reporting.
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