How to create a Tax Year End Instance for reporting and submissions
Description

The system automatically creates a copy off your company as at year-end when you select Start New Period to a new tax year. We follow this process for all tax countries.

You'll use this instance to generate year-end reports and tax certificates. It remains accessible as a separate instance, allowing you to extract data at any time.

Cause
Resolution
  1. From your current tax year, select Start New Period into the new tax year.
  2. The system automatically creates a tax year-end instance for the previous tax year.

NOTE:

To access the tax year end instance, follow these steps: Access a Tax Year End Instance.


[BCB:395:ZADK - Sage Intacct form (upsell):ECB]

 

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