Switching from Sage Fixed Assets

Moving off Sage Fixed Assets without losing a cent of history.

Sage Fixed Assets registers convert cleanly: the books map one to one, and the export carries prior depreciation. The work is in the details, and the details are listed below.

What we need from you

The Sage Fixed Assets asset export with all books (Custom Export, all fields), the Depreciation Expense report and the Disposal report for the last closed year, and the Form 4562 from the last return.

Illustrative screen with sample data: the conversion map our staff build for your file.

What carries over, field by field

In Sage Fixed AssetsIn Fixed Asset DeskHow
Internal bookBookDirect
Tax bookFederalDirect
State bookStateDirect; per-state conformity set on our side
AMT and ACE booksAMTAMT direct; ACE retained as a user-defined book if still needed
Prior accumulated depreciation by bookPrior depreciation by bookLoaded as filed, not recalculated
Section 179 and 168(k) amountsFirst-year electionsLoaded per asset and year
Property type, estimated life, depreciation method, averaging conventionClass, life, method, conventionMapped by table; unusual combinations flagged for review
General ledger asset and expense accounts, location, department, custom fieldsSameDirect; custom fields recreated
Disposals and transfersEvents with datesLoaded from the history export
Child and parent assets (where used)Parent and componentRecreated; a known gap in Sage reporting
Crystal Reports custom reportsSQL reportsRewritten on request; the standard set usually covers them

How the tie-out works

  1. You send the export and your last filed schedule. We confirm the file within one business day and give you a fixed conversion quote.
  2. We load every asset with prior accumulated depreciation in each book. Methods, lives, conventions and elections are mapped, not re-derived, so history is preserved exactly.
  3. You run the last closed year in parallel. Our reconciliation report lists cost, accumulated depreciation and current-year expense by account and by book against your filed figures.
  4. Differences are explained before go-live. Each one is documented with the cause, usually a rounding rule or a convention setting in the old system. You keep the reconciliation for your auditor.
  5. Go live with the same account manager. Five to seven business days from the file to the parallel run.

Things to know

Reviewers of Sage Fixed Assets describe custom reporting as a separate Crystal Reports purchase and note that the transfer report omits asset numbers. Both are standard here.

If you are moving because of the Sage Fixed Assets subscription price, note that the difference between our plans and the figures third-party sites quote for Sage varies with your asset count; the pricing page states ours.

Cost

Quoted on the export; most registers under 5,000 assets convert for a fixed fee set after we see the file.

Sources for statements about Sage Fixed Assets

Statements about Sage Fixed Assets on this page come from the vendor's public website and from published user reviews as of September 2026. They describe what reviewers reported, not our own testing.

  • Sage Fixed Assets product page and documentation, sage.com
  • Capterra, G2 and Software Advice user reviews of Sage Fixed Assets, 2024 to 2026
  • research/competitors/tax-and-accounting-vendors.md in the project repository

Try it on your own register.

The 14-day trial is the full product. Load a spreadsheet of your assets, run a schedule, and compare it with what you filed. No card is needed.