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Open the Overview Periods Dialogue in the Master Data
Use the button “Create (Expert)” to see the Detail view Period (see screenshot below)
A name and the end of period have to be specified
Any prior period can be used (used for information from the previous finance year)
Any related period can be chosen (Important for true ups)
Any Master data / Tax calculation period can be chosen (period of which the master data and tax calculation is taken. You can transport also the values from the tax calculation if you check the respective box and the milestone status of the income tax period with the respective box)
“Questionnaire Copy based on…” needs to be the default period! The information from the default period is than transferred to the new period.
You can check the version of existing periods in the section Questionnaire Administration. Please read the information about the Questionnaire Administration.
You can deactivate modules by activating the checkboxes on the right (e.g. without Country-by-Country module)
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