If you need to change or remove an accounting period, you must first delete the records associated with that period. 


Ensure to:

  1. Delete the Corporation Tax return for the relevant period, if one has been generated.

  2. Delete the Accounts Report generated for the period, if one has been generated.

  3. Delete the Trial Balance by navigating to Accounts Production > Tasks > Trial Balance.

  4. Delete the Accounting Periods by navigating to Accounts Production > Settings > Accounting Periods. Use the Action drop-down to delete the periods, starting from the current year and working backwards.

    See screenshot below for reference:

    Once the required periods have been deleted, you can create the Accounting Periods and Trial Balance again for the desired period.

Important: Make sure you delete the periods starting with the current year before deleting any prior accounting periods.



Video Guidance:


Click here to watch how to add a prior accounting period


Additional Help

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