How to write a summary report after the asset inventory work? Take a look at the asset inventory work summary report sample I organized for you, I hope it can help you!
Asset inventory work summary report 1In recent years, the provincial and municipal bureaus and local governments have paid great attention to the × × × × Bureau, in terms of manpower, material and financial resources to give a strong investment
Input. Our bureau has existing fixed assets ×××× yuan, of which the original value of land ×××× yuan, the original value of houses and buildings ×××× yuan, the original value of electronic equipment ××××× yuan, the original value of transportation ×××× yuan, the original value of special equipment ×××× yuan, the original value of other property ×××× yuan. Facing thousands of properties, if there is no perfect management mechanism and strict management system, it will not be able to meet the requirements of standardization, normalization and institutionalization of fixed assets management, and it will not be able to adapt to the development of the local tax cause and the needs of deepening reform. In the management of fixed assets, I mainly did several aspects of work.
First, a comprehensive cleanup, find out the "bottom".
Fixed assets clean up clear property rights, improve the system, standardize the procedures. To achieve the account in line, the account in line, the account card in line (see "× × × × Bureau of Fixed Assets Inventory Table")
Second, the establishment of rules and regulations, standardize the management.
According to "xxxxx local tax system fixed asset management interim measures" and Weinan City on fixed asset management of the relevant provisions, we have developed in line with the actual bureau, easy to operate fixed asset management regulations, improve the system, in order to regulate the management of the system. Strengthen and improve the management of fixed assets. First of all, the basic requirements of fixed asset management and accounting, correcting ideological bias, pay attention to the following aspects of
management:
1. Strictly fixed asset accounting. Fixed assets to implement the principle of hierarchical management; accounting and finance unit to establish a general ledger of the amount of sub-categories, the record of fixed assets; office to establish the classification details and fixed assets registration card, and at the same time the establishment of the use of departmental items using the registration card, labeled with the property number, the use of the department can be mastered at any time in the department's items to receive the situation.
2. Infrastructure, engineering renovation projects in the full set of fixed assets to be accounted for. Completion, by the construction unit, the use of units, accounting unit, office *** with the acceptance team, construction units and construction units, should be detailed in the final accounts of the completion of the project list, indicating the number and amount, according to the acceptance procedures for the fixed assets into the warehouse.
3. Strengthen the handling of fixed assets and scrap. Fixed assets should be filled out when the receipt of materials, and signed on the registration card, indicating that the equipment has been used by its custody. Fixed assets should be used by the department to fill out the scrapping, reporting loss application form, after the approval of the leadership at all levels, before writing off.
4, strictly on the handling of fixed assets transfer. Fixed assets transfer occurs, strictly in accordance with the relevant provisions, the use of the unit to fill out the transfer application form and transfer of equipment list, signed by the leadership of both branches effective, the use of the department shall not be dealt with on their own.
Office, accounting and finance unit, logistics and service center at the same time involved in the management of fixed assets of the branch, each in its own way, mutual control. Accounting and finance unit in the fixed asset accounting and management based on assisting the office to do a good job in the management of fixed assets in kind. Such as purchasing
fixed assets or engineering renovation process, should be processed into the warehouse, into the fixed assets accounting; transfer of fixed assets should be handover procedures; fixed assets should participate in the appraisal of end-of-life, clean-up; custody, use, maintenance of fixed assets caused by improper early retirement, identify the reasons for the separation of responsibilities, and seriously dealt with. In the inventory of fixed assets, the relevant personnel should be organized to verify the site to ensure that the accounts and objects are consistent, the accounts are consistent, the accounts are consistent, the accounts are consistent with the card. Logistics service center is responsible for the supervision and audit of fixed assets purchased or engineering transformation, and supervision of the departure of the person responsible for fixed assets handover.
Fourth, the use of the system, improve the system.
At present, we use the general property management system to manage fixed assets, the system has a strong principle, full-featured, simple operation, versatility, security, standardization, advanced technology, etc., but the system is used in banks and hospitals, property management, fixed asset management in the tax sector in the provisions of the tax department and the use of its differences, some classifications are not suitable for the tax system property management. Some classifications are not suitable for the property management of the tax system, which are mainly reflected in the following three aspects:
1, the classification of the first level of accounts is too little, such as land, housing, building classifications do not include the second level of classification of landscaping, we can only carry out the merger of the first level of accounts and the addition of the second level of classification, etc.;
2, there is no third level of classification, such as the landscaping project can only be done as a general ledger, the sub-ledger can only be done as a schedule, can not be done directly as a card.
3, the depreciation of the card is not correct, for example, the life of the car is 15 years, and the card is only 8 years at the longest.
4, the primary and secondary classifications are not suitable for the management of the tax system needs to be adjusted, such as housing and buildings card account into land and buildings card account, machinery and equipment card account into a special equipment card account.
5, fixed assets card entry subjects are not enough, such as office buildings, civil construction part of the piling works, earth and rock blasting and other ten, classification is too fine, the system contains only one or two classifications, no three classifications, we take this type of fixed assets into a card, while the third level of classification entered into the card's list of sets of equipment to be resolved. The use of the system, can be simple, clear, intuitive understanding, management of fixed assets, can be at any time, random understanding of the unit of each fixed asset and the current situation, to solve the complexity of manual management, disorder, blindness and other issues.
Fifth, the main problems of the asset inventory work
In my bureau of fixed assets in the process of cleaning up the following problems encountered: First, institutional change is too frequent, due to the inventory involved in the department of the point of a wide range. At present, the Bureau has 15 grass-roots tax offices, the Bureau set up 12 units, each department's assets inventory is cumbersome, to the Bureau's fixed assets inventory caused great inconvenience. Secondly, the accounting treatment of fixed assets is not standardized, subject to the insufficiency and level of understanding of the financial personnel of the Bureau, there is no corresponding fixed assets account registered, and the accounting of some fixed assets handling fees in some previous years was improperly handled and improperly characterized, which caused great inconvenience and even loss to the financial management. Third, in the classification of fixed assets, subject to the financial system voucher processing system classification is too simple limitations, can not be set up in the fixed asset card system in the category of one-to-one correspondence, there are many fixed
Assets to obtain the age is not clear, the vehicle license plate and the use of the storage sector does not do the registration of the problem, to the Bureau of Fixed Assets Management has brought great inconvenience.
Fourth, the next step to improve the measures
First, the establishment of asset management responsibility mechanism. Enhance the sense of responsibility of the property management personnel, so that the responsibility for the management of the accounts and the responsibility of the bookkeepers are really put into practice.
The second is to strengthen the construction of the system, sound groundwork, standardize the behavior of asset disposal, strict asset approval system. Strictly in accordance with the "Administrative Institutions State-owned Assets Management Measures", "Administrative Institutions State-owned Assets Disposal Management Implementation Measures" and the liquidation of the relevant documents, such as the procedures and approval authority, the implementation of a strict approval system.
Third, strengthen the use of information technology for asset management. Computer and other modern tools to strengthen the monitoring of assets, the unit's asset management and financial management, asset value management and physical management combined to reflect the unit's capital movements, asset stocks and variables in a timely manner, to achieve the change from static to dynamic management, and to truly give full play to the effectiveness of the stock of assets.
Fourth, the organization of an annual inventory of fixed assets, so that the fixed asset inspection is regularized, better from the source of the fixed asset changes in the monitoring.
××× Local Taxation Bureau
Asset Inventory Work Summary Report2I. Basic Situation of Asset Inventory
II. Results of Asset Inventory
III. Explanation of Important Matters
IV. Problems and Improvement Measures Discovered in the Work of Asset Inventory
V. Preparatory Materials
Dongguan City, China xxxxx unit Asset Inventory Work Report
Dongguan City, administrative institutions, asset inventory work group office:
According to the "Dongguan City, administrative institutions, asset inventory work program" (Dongcai [2007] No. 47) and "on the citywide administrative institutions, asset inventory work notice" (Dongcai [2007] No. 28) the requirements of the text, we are the unit of the We are hereby reporting the status of asset inventory. Now the relevant asset inventory report is as follows:
I. Asset inventory of the basic situation
(a) The unit was established in January, belonging to the administrative/institutional units, the competent department is , the legal representative is , the legal address of Dongguan City, the establishment of people, the cadres and workers in the staffing, the actual staff (including the temporary workers) people. The main functions of the unit are.
(b) the work of the base date: the base date of the unit's asset inventory work is December 31, 20XX.
(C) the scope of work of asset inventory
The scope of work of this asset inventory is: the unit and the unit is not separately accounted for, and the unit is consolidated with the unit to fill in the statement of the unit of the unit, respectively .
Not included in the scope of the inventory, but by the unit to fill in the relevant data units, respectively.
(D) the specific implementation of the inventory work
1, the inventory work. The main content is: the basic situation cleanup, account cleaning, property inventory, improve the system.
2, the organization of asset inventory. The unit set up an asset inventory working group, unified organization and implementation of the unit's asset inventory work. Members of the group include: leader:, deputy leader:, members.
3, asset inventory work procedures: (1) the development of the unit's asset inventory work program, the organization to study the relevant policies, study the work statement, and do a good job in the division of labor; (2) a comprehensive clean-up of the unit's basic situation of the number of households, the establishment and the status of personnel. Time schedule: March to month; (3) account cleaning, property inventory, time schedule: month to month, the organization of personnel to enter the fixed assets electronic card and check, time schedule: month to month; (4) import asset inventory report, analysis of the results of the asset inventory;
(5) write a report on the work of the asset inventory, report the relevant data; (6) work to summarize and improve unit Asset management direction system.
4, other work
Second, the results of the asset inventory work
(a) the results of the asset inventory
Through the inventory of the unit's accounting statements on December 31, 20XX, and the assets of the profit and loss situation, the unit's total assets of the book value of yuan, the inventory value of $: the total book value of liabilities of yuan, the inventory value of $: the total book value of net assets of yuan, the inventory value of $: the total book value of net assets of $, the inventory value of $: the total book value of net assets of $, the inventory value of $, the total book value of net assets of $, the total book value of net assets of $.
(ii) Adjustment of accounting errors
As of December 31, 20XX, the total book value of assets in the unit's accounting account is RMB, and the total book value of assets in the statement of asset inventory is RMB, with a difference of RMB, which is an adjustment of accounting errors. The details are as follows.
Third, the important matters explained
(a) asset loss and profit and funds pending;
This unit of asset inventory, asset loss of yuan, accounting for % of the book value of assets. Mainly includes current asset losses of yuan, fixed asset losses of yuan, foreign investment (securities) losses of yuan, intangible asset losses of yuan, other asset losses and funds pending accounts, etc.; specific reasons for the loss were .
(b) asset surplus;
This unit of the asset inventory, asset surplus yuan, accounting for the asset book value of %. Mainly includes current assets surplus yuan, fixed assets surplus yuan, intangible assets surplus yuan, other assets surplus and other yuan; specific reasons for the surplus and the bookkeeping, valuation, respectively .
(c) a description of the situation of land use rights;
(d) the unit declared the profit and loss of assets handled.
The unit declared to deal with asset losses of yuan in this asset inventory, declared to deal with the loss of assets accounted for the unit's total asset book value of %. Among them, the loss of current assets yuan, fixed assets loss yuan, foreign investment loss yuan, intangible assets loss yuan, other assets loss yuan.
Asset inventory work summary report 3In order to standardize and strengthen the management of fixed assets, to ensure the safety and integrity of state-owned assets, improve the effectiveness of asset use, according to the provincial and municipal bureaus, I recently after 15 days of patient and meticulous work, the fixed assets of the whole system was re-verified, to achieve the expected purpose of the inventory work. Now on this work to carry out the report is as follows:
First, the basic situation
I bureau under the jurisdiction of the direct tax branch, the Inspection Bureau, Hongjia Institute, Tingkou Institute, the Office of the five grass-roots units and the Bureau of the seven units, *** divided into 12 inventory units.
(a) Sub-unit fixed assets inventory
Directly under the tax branch: the existing staff of 6 people, 6 desktop computers, laptop computers, 3 printers, 1 desk, 7 desks, 10 chairs, 3 three-person sofas, 3 coffee tables, 2 pantry cabinets, 6 data cabinets, 3-door bookcases 1. Assets in good condition.
Inspectorate: the existing staff of 4 people, 5 desktop computers, laptops, 3 printers, 1 desk, 5 desks, 6 chairs, 2 three-person sofas, 2 coffee tables, 2 tea cupboards, 2 tea cupboards, 4 data cabinets, 3-door bookcases a. The assets are in good condition. Assets in good condition.
Hongjia: the existing staff of 5 people, desktop computers 6, 2 printers, 1 desk, 4 desks, 6 chairs, 3 sofas, 3 coffee table, 3 tea cabinet, 2 tea cabinets, data cabinets, 6 three-door bookcases, 1 safe. Assets in good condition.
亭口所：Existing personnel 5 people, desktop computers 6, 2 printers, 5 desks, 7 chairs, 2 three-person sofas, 2 coffee table, 2 tea cabinets, 2 tea cabinets, 6 data cabinets, three-door bookcase 1, 1 safe. Assets in good condition.
Tax Office: the existing staff of 9 people, desktop computers 8, laptop 1, 8 printers, printing and copying all-in-one machine 1, 1 electronic display, touch query machine 1, 1 consulting desk, 1 class desk, 6 desks, office chairs 2, swivel chairs 6, bar chairs 5, 2 long iron chairs, three sofas 1, 1 coffee table, tea cupboard 1, information cabinets 7, 1 group of three iron filing cabinets, 1 group of three sofas 2, 2 coffee tables, 2 tea cabinets, 1 information cabinets, 1 information cabinets. 1 set of iron filing cabinets, 1 three-door bookcase, 3 banknote detectors, 3 safes. Assets in good condition.
Levy management information unit: the existing staff of three people, desktop computers 3, 2 laptops, 2 printers, 1 desk, 5 desks, office chairs 6, three sofas 2, 2 coffee table, 2 tea cabinets, two water cabinets, three-door bookcase 1, data cabinets 4. Assets in good condition.
Taxation Unit: the existing staff of 1 person, 1 desktop computer, 1 laptop, 1 printer, 2 desks, 2 office chairs, 2 three-person sofa 1, 1 coffee table, 1 tea cabinet, 1 tea cabinet, 2 data cabinets. Assets are in good condition for use.
Fund Unit: the existing staff of one person, desktop computer, a laptop, a printer, a desk 2, 2 office chairs, a three-person sofa, a coffee table, a tea cabinet, a pantry cabinet, a data cabinet 2. Assets in good condition.
Administrative Unit: the existing staff of 2 people, 2 desktop computers, laptop computers, 2 printers, 2 desks, 2 office chairs, 2 sofas, 1 group of two sofas, 1 coffee table, 1 pantry cabinet, 1 water cabinet, 2 cabinets. Assets in good condition.
Finance Unit: the existing staff of three people, four desktop computers, a laptop, two printers, three desks, office chairs, three sofas, a three-person sofa, a coffee table, a pantry cabinet, a cabinet, three cabinets, a group of tin filing cabinets, the use of assets in good condition.
NCAU: the existing staff of 2 people, 2 desktop computers, a laptop, a printer 1, 2 desks, 2 office chairs, 2 data cabinets. Assets in good condition.
Office: the existing staff of 4 people, 4 desktop computers, laptops 1, 2 printers, 1 copier, 1 fax machine, 4 desks, 4 chairs, 3 cabinets. Assets in good condition.
Office at the same time inventory contains the leadership offices, concierge, the first floor restaurant, the second floor conference room, archives, reception room, library, honor room, video conference room, the fifth floor multi-purpose hall, staff single dormitory and other collective use of public **** facilities. After verification, the items and accounts can be one-to-one correspondence.
After the inventory, the total value of fixed assets system-wide as of April 30, ** was 8719522.12 yuan. Among them: housing and buildings 6290473.12 yuan; special equipment 352372.00 yuan; general equipment 1562540.00 yuan, of which: transportation equipment 870968.00 yuan, other general equipment 691572.00 yuan; furniture and appliances 514137.00 yuan. Intangible assets land 1053078.00 yuan, all types of assets in kind and the value of the book amount in line.
(B) the inventory of current accounts
Other receivables: balance of 41300.00 yuan. Among them: Zhang Feng borrowed wages 10000.00 yuan, Chao Ligang borrowed wages and initial training fees of 9300.00 yuan, He Xinxuan borrowed staff stove working capital and review of the car fee of 16000.00 yuan, the Office of the Taxation Office borrowed funds working capital of 2000.00 yuan, the driver borrowed working capital of 4000.00 yuan. Borrowing within 2 years.
Other payables: withholding 3711.00 yuan from Sun Dongdong's salary from January to March.
Second, inventory measures
(a) Strengthen the organization and leadership, precision arrangements and deployment. I held a special meeting on the asset inventory work was arranged and deployed, set up by the Secretary Shang Junmin for the leader, Deputy Secretary Cui Yiping for the deputy leader, the Office, the Accounting and Finance Unit is specifically responsible for
Inventory working group, unit by unit, asset by asset, conducted an inventory.
(b) focus, comprehensive inventory. The inventory, I Bureau of fixed assets unit by unit by office by model one by one to re-count and check, and register register in triplicate, a copy of the custodian to stay, a copy to stay, a copy to stay in the county bureau, personnel mobilization to do for the transfer of public property vouchers.
(C) standardize the fixed asset management system. In order to further manage and use fixed assets, I use the opportunity of this inventory, system-wide fixed assets from the acquisition, deployment, use, damage, transfer, scrapping and other aspects in accordance with the City Council's fixed asset management approach to the scientific norms and requirements, clearly defined the director of each unit as the first person responsible for the accountant of each unit and each unit is specifically responsible for the specific custody of each user of fixed asset management pattern, clear Responsibilities, fixed asset management system in place.
(d) of computers, printers, money detectors, televisions, etc. because of the system configuration is too low, faulty, although many times by the professional maintenance can not be normal use of fixed assets, the old filing cabinets and other long-standing idle assets, assessed by the professional staff in a timely manner to be disposed of or scrapped.
Third, there are problems
(a) Accounting and physical management procedures are not perfect, for example, due to the frequent mobilization of personnel, fixed assets transfer arbitrariness, not in a timely manner to improve the procedures, resulting in the physical and accounting managers do not match.
(b) Some of the non-use value or scrap assets are not timely scrapped and idle, resulting in a false increase in assets.
(c) The degree of maintenance of assets is not enough, part of the damaged assets are not timely maintenance and use, resulting in idle and waste.
Fourth, corrective measures
(a) the establishment of asset responsibility mechanism. Enhance the awareness of asset management personnel and the use of their respective responsibilities, management and maintenance of assets, so that the responsibility for the management of the accounts and the use of maintenance responsibility is really put into practice, to ensure the safety and integrity of fixed assets, and improve the effectiveness of the use of assets.
(b) Strengthen system construction, sound groundwork, standardize the behavior of asset disposal, strict approval system for the purchase of assets. Strictly in accordance with the "Administrative Institutions State-owned Assets Management Measures" "Administrative Institutions State-owned Assets Disposal Management Implementation Measures" and other provisions of the procedures and approval of the authority, in accordance with the prescribed procedures for the implementation of the approval system for the acquisition and disposal of assets.
(c) Regular organization of fixed asset inventory, so that the fixed asset inspection regularly, better from the source of the fixed asset changes in the monitoring of the situation, the use of assets to do a good job of regular maintenance, long-term idle and no use of assets in accordance with the procedures for timely processing, to avoid false increase in assets.
In short, through the unremitting efforts in recent years, the fixed asset management of my bureau has made certain achievements, but there are still many problems. We will continue to improve the work in the future to improve the asset management system, improve the level of management and skills, asset management as a daily routine work of unremitting, to ensure the rational and effective use of assets.