Like Kind Exchange Report

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Revision as of 16:05, 17 September 2024 by BL>Angela
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Location

REPORTS > Fleet Reports > Financial


Purpose

The Like Kind Exchange Report lists vehicles that can be used for like-kind exchanges. It also builds a data file to send to PriceWaterhouseCooper’s Like-Kind Exchange database.


Options

Separate/Consolidated – The report can show vehicles for each individual location or for all locations combined.


Data Selection

Vehicles are selected by the following rules:

  • The vehicle’s in-service date is within the report’s date range.
  • The vehicle’s out-of-service date is within the report’s date range or is blank.
  • The vehicle’s current location code is selected in the reporting lists
  • The vehicle’s product is selected in the Product list.
  • The vehicle’s class is selected in the Class list.

Sold vehicles are selected by the following rules:

  • The vehicle’s date sold is within the report’s date range.
  • The vehicle’s current location code is selected in the reporting lists