Fiscal Year
- In the section Accounting / Fiscal Year, you can start a new fiscal year and thus close a past fiscal year.
- When you start a new fiscal year, you must specify the start date of this new fiscal year.
- The data preceding the start of the new fiscal year will be archived and you can view them by clicking on the calendar icon at the bottom of the main navigation menu.
- You can no longer modify the data of an archived fiscal year. Before closing a fiscal year, make sure your financial statements are final.
- You have 12 months to close a current fiscal year. For example, if your fiscal year started on January 1, 2024, it should have been closed on December 31, 2024, but you will have until December 31, 2025 to complete the operation.
Start a new tax year
Section titled “Start a new tax year”- To start a new fiscal year, click on Start a new fiscal year.
- Confirm by clicking on Start a new fiscal year again.
- Set the start date of the new fiscal year.
- Click on Start a new fiscal year.
View a previous tax year
Section titled “View a previous tax year”- To view an archived fiscal year, click on the calendar icon at the bottom of the main menu on the left and select the desired year.