Confirmation.com - How do I balance my prior year Trial Balance, after performing a year end close?
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 = 26/100, Rating = 0.0/5)

   Related Articles

How to import the trial balance from MS Excel to Caseware? Principles of mapping the trial balance Getting Started | Mapping the trial balance Caseware Working Papers | Importing a trial balance from an excel file view all...


   Search Results

How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)? Can my client signer give authorisation to multiple companies at the same time? Editing Authorised Signer Details Who is an authorised signer? 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 © 2026 | All Rights Reserved