Client year-end has changed or has longer period

Step-by-Step:

If the client requires a change in year end or has a longer / shorter year end then please send an email to support@silverfin.com with the details below.  This is applicable where clients have

• changed year end
• have a longer / shorter year end due to first year of incorporation.  N.B. any pre-incorporation transactions that have been entered into the bookkeeping system will need to be moved into the first trading year as necessary.  If there are any periods in Silverfin that have been created before the first trading year then these can be removed if empty.  This will prevent prior year comparative columns showing in the accounts.. 

Details to send to to support@silverfin.com

1. Client name
2. Original period (i.e. the one you want to change)
3. New period (i.e. what you want it to change to)
4. Details of subsequent periods (i.e. the date range for the next period after the change

as an example:

I would please like to change the financial year end for ABC Ltd from 31 December 2018 to 28 February 2019 (14 month period)

- Original period: 01/01/2018 - 31/12/208

- Required/new period: 01/01/2018 - 28/02/2019 (14 months)

Subsequent period will continue as normal after that (01/03/2019 - 28/02/2020, 01/03/2020 - 28/02/2021 etc.)