Editing Accounting Periods

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  • You can edit both Accounting Periods (APs) and Periods of Account (POAs).

  • It is possible to edit periods at any point during tax return preparation, before sign-off and submission to HMRC.

    • There are certain conditions which apply to changing periods.

    • Some data is mandatory (warnings are displayed).

    • Some data may be lost (warnings are displayed).

Editing accounting periods

  1. Selected and open the client you wish to edit

  2. Navigate to the Tax Returns Tab

  3. Click the Edit APs link alongside the P:OA you wish to Edit.

  4.  In the Editing Accounting Periods window, edit the dates


You can edit only the period end dates.
If your changes create two or three accounting periods, additional rows appear in this window.
If your changes create three accounting periods, the Edit Trade button is activated.

Edit Trade

If you have created 3 APs you cannot progress without either:

  • Creating a trade (in a new client) or
  • Editing an existing trade (in an existing client)
  1. The Edit Trade button will open the Add/Edit Trade Information window.

Trade edit.PNG

  • If no trade exists, add a new trade with a start or end date which ensures only 2 trading APs exist
  • If there is already a trade, amend the start or end dates to ensure only 2 trading APs exist

  1. Once the acceptable dates have been input, the OK button will be activated.

  2. Click OK - this navigates back to the 'Editing Accounting Periods' dialog box.

  3. Click OK to accept the AP date changes and the dialogue will close

  4. You are then ready to click on the Period of account dates hyperlink to access the tax returnPOA date hyperlink_small.png



 Actions can be cancelled at any time by clicking the 'Cancel'  button in the relevant screen



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