Confirmation.com - How do I balance my prior year Trial Balance, after performing a year end close?

Confirmation will have scheduled updates on Friday evening, 31 October 2025. Temporary disruptions may occur.

 

FAQ

How do I balance my prior year Trial Balance, after performing a year end close?

Published:  23/04/2018
How do I balance my prior year Trial Balance, after performing a year end close?

  Answer:

This is caused when the current active period in the new year's file is not consistent with the prior year file. To correct this, follow the steps below:

  1. Click on Engagement | Properties
  2. Select the tab for Reporting Dates
  3. On the bottom right of the Reporting Dates dialogue, ensure that you Current Active Period is set to be the same as it was in the prior year file.
 
Rate this article: 
  (Popularity = 1/100, Rating = 0.0/5)

   Related Articles

How to import the trial balance from MS Excel to Caseware? Getting Started | Mapping the trial balance Principles of mapping the trial balance Audit International | 08 Map the Trial Balance view all...


   Search Results

Sending a Future Dated Request Can I request for a future "As of Date"? Can I request more information from the Responder (Bank)? Probe | How do I fix the error “knowledge library not found” when inserting a step in the work program? What does the Future Dated Confirmation Report provide? (New Version of Confirmation) view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2025 | All Rights Reserved