Add new fiscal year

You can add a new fiscal year for a contact via the Add New Fiscal Year link in the Periods tab. In the Add New Fiscal Year screen that opens, you can define Year Begin/Year End dates, period dates, period frequency, tax year, and/or the current period for the selected contact.

  1. Click the Add New Fiscal Year link in the Periods section of the Periods tab to open the Add New Fiscal Year screen.
  2. Select the Year Begin Date, Year End Date, Tax Year, and Period Frequency.
  3. Based on the period frequency, select the appropriate dates for each period selected.

    Note: The application maps dates for each period based on the dates that are most appropriate, but these can be updated as necessary.

  4. Click the Add Fiscal Year button to complete the process.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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