Selecting finance / tax calendar for viewing details

Glossary

Basics of using a typical web page

Using Online Help

This page allows you to search and select a finance or tax calendar for viewing its details.  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 financial / tax calendar based on the search criteria entered.

The “Select Financial / Tax Year” page appears.

Year

Use the drop-down list box to select whether you want to view the details of 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 financial years that have been defined for the login company will be available for selection in the “Financial / Tax Year Code” field in the ascending order.

If “Tax Period” is selected, all the tax years that have been defined for the login company will be available for selection the “Financial / Tax Year Code” field in the ascending order.

Financial / Tax Year Code

The code identifying the financial year or the tax year for which you want to view details (Alphanumeric, 10).

Financial / Tax Year Code

Use the drop-down list box to select the code identifying the financial or tax year for which you want to view details. All the 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

Year Status

Use the drop-down list box to select the status of the year from “Active” or “Inactive”.

 
  •  Active – indicates that the year is active and financial postings can be made for the year.

 
  •  Inactive – indicates that the year is not in use.

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.

Year Status

The status of the financial / tax year. It could be “Active” or “Inactive”.

 
  •   Active – indicates that the year is active and financial postings can be made for the year.

 
  •   Inactive – indicates that the year is not in use.

To proceed, carry out the following