Selecting finance / tax calendar for modification
This page allows you to search and select a finance or tax calendar for modification. If you are aware of the code identifying the finance or tax calendar, you can enter it directly. Otherwise, you can carry out a search using the code identifying the financial / tax calendar and the description of the financial / tax calendar. The system retrieves and displays the details of the “Active” financial / tax calendar based on the search criteria entered.
Select the “Edit Calendar” link under the “Accounting Setup” business component.
The “Select Finance / Tax Calendar” page appears.
Enter the following fields if you are aware of the code identifying the financial year or the tax year that you want to modify:
Financial / Tax Year Code |
The code identifying the financial year or the tax year that you want to modify (Alphanumeric, 10). |
Select the “Financial Calendar” link at the bottom of the page to modify the details of the financial calendar.
Select the “Tax Calendar” link at the bottom of the page to modify the details of the tax calendar.
Enter the following fields in the “Search Criteria” group box to search for the financial year or the tax year that you want to modify. Data entry in the following fields is optional:
Year |
Use the drop-down list box to select whether you want to modify the “Financial Year” or the “Tax Year”. The system displays “Financial Year” by default at the launch of the page. |
Note: If “Financial Year” is selected, all the codes identifying the “Active” financial years will be available for selection in the “Financial / Tax Year Code” field.
If “Tax Year” is selected, all the codes identifying the “Active” tax years will be available for selection in the “Financial / Tax Year Code” field.
Financial / Tax Year Code |
Use the drop-down list box to select the code identifying the financial or tax year that you want to modify. All the “Active” financial years or tax years will be available for selection in the chronological order. |
Description |
The textual description of the financial / tax year (Alphanumeric,40). |
Zoom facility available |
Click the “Search” pushbutton to retrieve the search results.
The system displays the following in the “Search Results” multiline based on the search criteria entered:
Financial / Tax Year Code |
The code identifying the financial / tax year. |
Description |
The textual description of the financial / tax year. |
Start Date |
The date on which the financial / tax year begins. |
End Date |
The date on which the financial / tax year ends. |
Check the box in the “Select” column of the multiline to mark a financial / tax year for modification.
To proceed, carry out the following
Select the “Financial Calendar” link at the bottom of the page to modify the details of the financial calendar.
Select the “Tax Calendar” link at the bottom of the page to modify the details of the tax calendar.