[GNC] How to run Year End Procedures for the Tax Year (UK end 5 April 2023), and start new Data set for the New Tax Year starting 6 April 2023

G R Hewitt hewittgr at gmail.com
Fri Apr 7 10:16:15 EDT 2023


And don't forget, as per the manual, if you close the books, the reports
mightn't run right.
I tested this out and they don't - the totals are not right; the TB and P&L
where way out.

On Fri, 7 Apr 2023 at 14:05, Gyle McCollam <gmccollam at live.com> wrote:

> Chris,
> In the "Tools" option there is a "Close Book..." selection, but before you
> use that click on "Help", then "Contents" and search for close book.  That
> will explain how to "Close Book" and explain that you don't actually have
> to do that for Gnucash to function correctly for the new year.  It is your
> choice whether to do that or not.  I do it every year, but some don't as it
> is not necessary for proper functioning.  You could also copy the and
> rename the current data file, before you start the new year to preserve a
> backup of the year end status.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
>
> ________________________________
> From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on
> behalf of CJN.... ... <cjn_international at hotmail.com>
> Sent: Friday, April 7, 2023 1:28 AM
> To: CJN.... ... <cjn_international at hotmail.com>; gnucash-user at gnucash.org
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] How to run Year End Procedures for the Tax Year (UK end
> 5 April 2023), and start new Data set for the New Tax Year starting 6 April
> 2023
>
> 7 April 2023
>
> I'm not sure I'm using the GNU-Cash subscriber message system correctly to
> get feedback & help.
> But no doubt someone will advise me if the message is received at Help
> Line.
> Chris
>
> -----Original Message-----
> From: gnucash-user [mailto:gnucash-user-bounces+cjn_international=
> hotmail.com at gnucash.org] On Behalf Of CJN.... ...
> Sent: Friday, April 7, 2023 6:21 AM
> To: gnucash-user at gnucash.org
> Subject: [GNC] How to run Year End Procedures for the Tax Year (UK end 5
> April 2023), and start new Data set for the New Tax Year starting 6 April
> 2023
>
> 6 April 2023
>
> I have just completed using GNUCash for my first full year of data.
> As I'm UK based the tax reporting year ends 5 April.
> I've printed out all the data that I need for a hard copy record.
>
> But in the HELP Manual I cannot seem to find instructions on how I would
> run any Year End Procedure, possibly clear out data files for the year just
> ended. (Or save/store the previous year data files) Or how to set up the
> GNUCash programme to start the New Year 6 April 2023 to 5 April 2024.
>
> Can you help with advice?
>
> Thanks
>
> Chris
> cjn-international at hotmail.com<mailto:cjn-international at hotmail.com>
> London
>
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