Set Up Tax Accounting Periods

Your tax periods can be set up according to your preferences.

To set up tax accounting periods:

  1. Go to Setup
  2. Navigate to Accounting
  3. Click Manage Tax Periods
  4. Click Set Up Full Year button if wanting to set up the whole tax year

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You can now choose your options for your tax year set up and Save when finished.

These options include:

- First fiscal month (when you want the tax period to start)

- Fiscal year end (year in which the period you’re setting up will end)

- Period format (your format for accounting periods, such as quarters, months, etc)

- Year in Period Name (whether naming is based on the year start or year end)

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