Tax & Annual accounts
How do I create a new financial year in Tax & Annual accounts?
A new year is created slightly differently depending on the data source used. You enter the data source for the first time in the start guide. It is also possible, under certain conditions, to change the data source afterwards from Maintenance - Settings - Accounting data.
Manual entry can only be specified as a data source when running the start-up wizard. It is not possible to switch to Manual entry afterwards.
| Data source | |
|---|---|
| Manual entry | Click on Create financial year on the overview page. Enter the start and end dates and choose whether you want to create a previous year. Once the year has been created, you can start entering values for the new year manually. |
| SIE file | On the overview page, click Import from SIE4 file. Assuming the SIE file contains the new year's values, it is created and displayed directly. |
| Spiris bookkeeping | First create the new year in Bookkeeping & Invoicing and then click on Import from Spiris bookkeeping on the overview page. The new year is added automatically. |
Read more in Start up guide, Site settings or Set up data source.
Search word: new year, new closing year, create new, create year