Your Question:

Why is the prior year column in the extended trial balance showing as undefined?

Why is the prior year column in the extended trial balance showing as undefined?

If you are using BTCSoftware for the first time to complete year end accounts, the prior year column in the Extended Trial Balance will be shown as Undefined. Please complete the following steps to remove Undefined on the prior year column:

  • Add year end accounts event for the prior year on the Tasks and Tax Returns tab on Practice Management for this client
    • To do this, choose the client from the right-hand client menu list
    • Then go to the Tasks & Tax Returns tab
    • Select the Add button to then choose Year end accounts from the drop-down list
    • You now need to manually change the accounting period dates to the prior year dates
  • Then click on View/edit year end accounts button
  • When the year-end accounts summary screen opens select the appropriate template from the Accounts Productions Template drop down menu
  • Click on the Complete button on the actions menu on the top toolbar
  • Click on yes for the first warning window and click on skip on the second warning window
  • Go to the current year accounts, Undefined will not be shown on the Extended Trial Balance

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