How to remove ‘Undefined’ from the prior year column in the Extended Trial Balance

If you are using BTCSoftware for the first time to complete year-end accounts, the prior year column in the Extended Trial Balance displays as ‘Undefined’.

First, add a year-end accounts event for the prior year:

• Choose the client from the client menu list
• Go to Tasks & Tax Returns tab
• Select Add then choose Year-end accounts from the drop-down list
• Manually amend the accounting period dates to the prior year dates
• Click on View/edit year-end accounts

When the year-end accounts summary screen opens:

• Select the appropriate template from the Accounts Production Template drop-down list
• On the top toolbar, click Actions > Complete
• Click yes for the first warning
• Click Skip for the second warning

You can now go to the current year accounts. Undefined will not show on the Extended Trial Balance.