Client companies /periodandyear/help/client/client-companies section 2025-04-07T14:35:23+02:00 # Client companies In **client companies** you will find all Period & Year clients that you have access to. You can search by company name at the top of the page to locate a specific client.

You can download client companies to excel by clicking on the Download client companies to excel –button in the upper right corner.

To go to the start page in Period & Year, click on the link on the company name. ![](./img/Clientcompanies.PNG) Create client company : You can create client companies in Period & Year by clicking on the **Create client company** button in the menu **Client companies**.You can choose between **Manually\...** or **Based on Altinn\...**. : If you select manually a dialogue will open and you can choose to create the client by, : - searching in **brreg.no**. - creating the client manually. :

If the client is created by searching in brreg.no, client information will be filled according to registered information in brreg.no after you select a company and click next.

: If you select **Based on Altinn** a dialogue will open where you are asked to log in with your Altinn username (SSN) and Altinn password to be able to select which clients that should be created. : ## Package type : Depending on which Period & Year functionality your client company need, you can select and activate different packages. : The following packages are available, : - Year end - Year end plus - Period closing - Complete :

The available package type is controlled by the selected company type. This means that some company types within the same category, due to differences in reporting, only have access to Period closing.

: Read more about our [packages.](https://www.periodear.no/priser/) : ## Assigned groups : If you are using other groups than, All clients it is optional to assign a new client company to one or multiple groups when you create it. :

New clients is by default always added to the group All clients.

: Groups can be created by admin users in **Group administration**. : Read more about [groups.](/periodandyear/help/client/my-accounting-office/group-administration) Edit client company : To edit a client company, simply hover over the client company in the list with clients in menu **Client companies** and click the ![](./img/16_edit.png)pen-icon. : A dialogue will open and you can edit the selected clients information. : ## Terminate agreement on existing clients : For admin users the package type drop-down is enabled. By selecting Terminate agreement in the package type drop down. You will be able to end the Period & Year subscription for the selected client. If you terminate an agreement, you will have read only access to previous data. But you will be unable to edit any data on this client. ![](./img/TerminateAgreementDialog.PNG) Click **Terminate Period & Year** to confirm the change and finally click **Save** to complete the termination. : To see terminated clients in the **Client companies** menu, select Include inactive at the bottom right corner to also show clients that has been terminated. : ## Choose a different package type on existing clients : For admin users the package type drop-down is enabled. By selecting a different package type on your client, you will downgrade to a smaller package or upgrade to a larger one. :If you upgrade, you will gain access to the new functionality immediately. If you downgrade, you will still have read only access to previous work. But you will be unable to access the more advanced features in newer periods. ![](./img/ChangePackageType.png) Click **Change package** to confirm the change and finally click **Save** to complete the downgrade/upgrade. : Read more about our [packages.](https://www.visma.no/regnskapsbyra/arsoppgjor/pakker-og-priser/) Import of historical data /periodandyear/help/client/client-companies/startguide-import page 2025-03-20T15:39:56+01:00 # Import of historical data You can import historical data based on the tax return and business specification from Altinn into Period & Year by selecting import source in the start guide on new clients. In addition to a simple chart of account and trial balance based on the business specification for previous year, will information from the tax return and business specification be converted. Read more in [Settings.](periodandyear/help/settings/import-data/#import-year-end-data-from-altinn-new-format)

The imported trial balance can be edited by opening Import status and clicking on Edit balances on the start page.

## Altinn 1. From the start guide select historical import source **Altinn**. 2. Log in to the id-portal and accept that Period & Year can read content in archive. 3. Click **Search Altinn archive**.

To search the Altinn archive for company type Sole proprietorship, you also need the proprietor social security number.

4. Select submissions to import and click **Continue**.

A small chart of accounts and trial balance for previous year is automatically imported into Period & Year and when the import is completed you will see a locked year with historical data on the start page. The accounting year is locked automatically but imported data will be used in the year-end rotation.

5. Click on **Set up import source** to select ERP source for the current year. Read more about [Import accounting data.](/periodandyear/help/start-page/import) 6. After completed import and once the year-end period is started, data from Altinn will be year rotated and available in **Information and tax**. Read more about [Information and tax for impersonal company category](/periodandyear/help/taxation/impersonal) / [Information and tax for personal company category](/periodandyear/help/taxation/personal) / [Information and tax for particiapant taxed company category](/periodandyear/help/taxation/participant-taxed). Client with deviating fiscal years /periodandyear/help/client/client-companies/deviating-accounting-year page 2024-09-30T16:52:08+02:00 # Client with deviating fiscal years In Period & Year, deviating fiscal years are only solved with one client, which is used both for preparing annual financial statements and later submission of tax information. This is in contrast to Total, which used two different clients to achieve the same. ## Steps ### Submission of tax information based on previously prepared annual financial statements (2022/2023) This step consists of: - Importing previous information from Finale or Total in the start guide - Verification / adjustment of tax information - Submission of tax return and business specification > [!NOTE] If this step is to be carried out, it is necessary for it to be completed BEFORE the preparation of a new annual financial statement begins. ### Preparation of a new year-end closing (2023/2024) This step consists of: Locking of previous year-end closing : Before starting the process for 2023/2024, the existing annual financial statements (2022/2023) must be locked. This is done on the start page. It can be unlocked later if necessary. Setting ERP source and importing 2024 : If Finale or Total were used as the data source for the 2023 annual financial statements, a new ERP system must now be specified, for example, Visma Business. Then, you can import via the import button on the start page. : The ERP system defines the subsequent fiscal year upon import. It is therefore assumed that the ERP contains the correct definition of the fiscal year, for example, 01.03.2023 - 29.02.2024. If the ERP does not contain the correct fiscal year and this cannot be adjusted, file-based Excel import must be used instead. The fiscal year\'s division (date from to) is specified there. : Read more about [Import accounting data.](/periodandyear/help/start-page/import) Year rotation of historical data : During the initial setup of the year-end closing after importing ERP data, the year rotation of historical data from the previous year\'s year-end closing will be performed. This process may take some time and occurs in the background after entering the client. Preparation of year-end closing : The preparation of year-end closing is carried out in the usual manner. : Read more about [Information and tax for impersonal company category.](/periodandyear/help/taxation/impersonal) Submission of annual reports : Submission of annual report is done in the usual manner once the year-end closing is finalized. > [!NOTE] Further future work with tax return > > When the Tax Administration has completed the tax return and industry specification for 2024 at a later date (in January 2025), and Period & Year opens for the submission of this, the same client that has been worked on should also be used for this purpose.\" > > An upgrade of the tax images to the 2024 version will then be performed. In normal cases, this will happen automatically, but some control work should be expected to ensure that areas that have been revised by the Tax Administration remain correct after the upgrade. Additionally, any program enhancements in Period & Year for the new annual version may have some impact.\" #### Transition from/to deviating fiscal year There are different regulations related to the length of fiscal years in annual financial statements and tax returns/industry specifications. Even if the fiscal year of the entity exceeds 12 months, the industry specification cannot cover more than 12 months. This means that the entity, in such cases, must submit an industry specification even if an annual financial statement has not been established. View various examples at the Tax Administration here: [Avvikende regnskapsår -- Når må det sendes søknad til Skattedirektoratet?](https://www.skatteetaten.no/rettskilder/type/uttalelser/prinsipputtalelser/avvikende-regnskapsar--nar-ma-det-sendes-soknad-til-skattedirektoratet/) In Period & Year, fiscal years must be divided so that both necessary tax returns/industry specifications and annual financial statements can be prepared. When preparing annual financial statements, if desired, numerical information from different fiscal years can be combined in the presentation. Example from calendar year to deviating | Period | Type | |----------------------|---------------| | 01.01.2022 - 31.12.2022 | Calendar year | | 01.01.2023 - 28.02.2023 | Short year | | 01.03.2023 - 28.02.2024 | Deviating | Example from deviating to calendar year | Period | Type | |----------------------|---------------| | 01.10.2022 - 30.09.2023 | Deviating | | 01.10.2023 - 31.12.2023 | Short | | 01.01.2024 - 31.12.2024 | Calendar year | > [!NOTE] > When submitting the tax return for the short transition period, it is important to include an attachment under the category \'Change of fiscal year,\' so that the Tax Administration can differentiate between these and years of more ordinary length. > > ![](./img/DeviatingYearSubmissionAttachmenttype.JPG) Read more about [Deviating fiscal year.](/periodandyear/help/start-page/import/deviating-accounting-year)