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

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

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 = 9/100, Rating = 0.0/5)

   Related Articles

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


   Search Results

Caseware Working Papers Network Licenses What is the difference between an In-Network and Out-of-Network responder? How do I update my office location or email address? Unable to receive password or userID email RMB Investment and Corporate Banking South Africa Audit Confirmation Instructions 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