[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

[Adrien Monteleone]

Stan,

I'm certainly not trying to convince anyone of any procedure, but for 
those interested, what you describe about the Accounts page without 
running a report is achievable without closing the books.

Adding the column 'Total (period)' to the Accounts page will show only 
the current accounting period (by default 'this year') totals for 
Expenses & Income.

Of course, the balance in the account register is still from the 
beginning of the book in that case. (as is the default 'Total' column on 
the Accounts tab)


Regards,
Adrien

On 4/7/23 9:21 PM, Stan Brown wrote:
> I close my books each year so that the balances in my income and expense
> accounts will be totals for the current year only. If I had to redo
> prior-year reports or some reason it would be slightly awkward; but
> that's minor against the convenience (for me) of being able to see
> year-to-date income in the Accounts page and in the registers of the
> individual accounts. That's faster than pulling a report, at least for me.