Overview
Tax periods define the time ranges your practice works with — for example, 2025/2026 or Q1 2026. Organisation-level tax periods are available across all clients. Individual clients can also have their own custom periods.
Adding a Tax Period
- 1Open Settings → Tax Periods
- 2Click Add Period
- 3Enter a Label (e.g. 2025/2026)
- 4Optionally pick a Start Date and End Date using the date pickers
- 5Click Add Period
Editing a Tax Period
- 1Click the actions menu on the period row and select Edit
- 2An edit card appears below the table where you can change the Label, Start Date, End Date, and Status (Open or Closed)
- 3Click Save Changes
Bulk Actions
Select multiple periods using the checkboxes, then use the toolbar to Change Status (Open or Closed) or Delete selected periods.
Deleting a tax period cannot be undone. Any client documents or folders linked to the period will lose their association.
What's Next?
- Custom Fields — add extra fields to clients, contacts, and other entities
- Organisation Settings — update your firm address and billing details