Switching from spreadsheets
The depreciation workbook converts into a register that reconciles itself.
The workbook works until someone leaves, a formula is overwritten, or the auditor asks for the roll-forward. We take it as it is.
| Source field | Fixed Asset Desk field | Status |
|---|---|---|
| Internal book | Book | Mapped |
| Tax book | Federal | Mapped |
| State book | State | Mapped |
| AMT book | AMT | Mapped |
| ACE book | User-defined book 1 | Mapped |
| Prior accumulated (all books) | Prior depreciation by book | Loaded as filed |
| Property type / est. life | Class / life | Table |
| Averaging convention | Convention | Table |
| G/L asset acct, expense acct | GL accounts | Mapped |
| Custom field 3 (Grant no.) | Custom: Grant number | Created |
| Validation: 1,284 loaded · 0 rejected · 3 warnings (unusual method and life combinations flagged for review) · Map saved as "the workbook standard" | ||
What we need from you.
The workbook, every tab, as it is, plus the last filed depreciation schedule and Form 4562, so we reconcile to what was filed.
- Time
- 5 to 7 business days from the file to the parallel run
- Price
- Quoted on the file, fixed once given
- Who
- Our staff, not a wizard; the same account manager afterwards
Every field carries over.
| In spreadsheets | In Fixed Asset Desk | How |
|---|---|---|
| Asset rows | Asset records | Mapped column by column; the map is saved |
| Cost, date, category | Cost, in-service date, class | Validated; failures listed for you |
| The depreciation columns | Prior accumulated depreciation by book | Loaded as filed; differences from the return raised with you |
| Tax workpaper (if separate) | Federal book | Loaded as a second book |
| Location and department columns | Location and department | Direct |
| Sold and scrapped rows | Disposals with dates | Loaded as events |
| Notes column | Asset notes | Kept |
The tie-out has five steps.
- You send the export and your last filed schedule. Fixed quote within one business day.
- We load every asset with prior depreciation in each book.
- You run the last closed year in parallel. Our report reconciles cost, accumulated depreciation and expense to your filed figures.
- Differences are explained before go-live. You keep the reconciliation for your auditor.
- Go live with the same account manager.
Things to know.
Common findings: assets depreciated past zero, disposals deleted rather than recorded, half-year convention applied without the mid-quarter test, bonus taken in a year the state did not allow. We list what we find; you decide what to correct.
Statements about the spreadsheet come from the vendor's public website and published user reviews as of September 2026: the company's own conversion experience with spreadsheet registers since 1990.
The questions asked before leaving a spreadsheet, answered.
Will we lose depreciation history moving from a spreadsheet?
No. Every asset is loaded with prior accumulated depreciation in each book, as filed; methods, lives, conventions and elections are mapped, not re-derived.
How long does the conversion take?
Five to seven business days from the export to the parallel run, for most registers.
What does it cost?
Workbooks under 500 assets with one book usually convert for a small fixed fee; complex workbooks are quoted after we see them.
What if the old register carried an error into a filed return?
We show it to you rather than reproduce it silently; you decide whether to match the return or correct it going forward.
Is a spreadsheet good enough for a small register?
Until someone leaves, a formula is overwritten, or the auditor asks for a roll-forward. A register records each event and each rule instead.
Try it on your own register.
Fourteen days, the full product, no card. Load your assets, run a schedule, compare it with what you filed.
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