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Greta
Level 7
August 5, 2024
Question

Can depreciation schedule be exported to Excel?

  • August 5, 2024
  • 2 replies
  • 15 views

I am asking a client with a big depreciation worksheet to go to another tax preparer. To help her out, can I export the depreciation worksheet to Excel which she can download to her software?

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2 replies

IRonMaN
IRonMaN
Level 15
August 5, 2024

I believe you can if you are using fixed asset manager.  If not, you can't.  You could spend a few minutes and see what happens if you print the depreciation schedule to a pdf and then try converting that file to Excel.  It might make something they can work with or it might make a big mess, but you never know until you try.

Slava Ukraini!
    T
    TaxGuyBill
    Level 15
    August 5, 2024

    If they have the PDF of the worksheet, hypothetically the new tax preparer can use Excel to extract that data.  But in my extremely limited use of it, it is sort of hit-and-miss for how well Excel does that.

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