Import of historical data

You can import historical data based on data files from Visma Finale, Visma Total and Altinn into Period & Year by selecting import source in the start guide on new clients.

In addition to the client chart of accounts and trial balance for previous year, will Information from the following tax forms/additional information be converted.

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

  • RF-1016 - Taxable value of forest property (Limited companies and Participant taxed)

  • RF-1028 - Specification of housing and housing units in housing associations, Forward losses (Limited companies)

  • RF-1084 - Taxable depreciations (Limited companies and Participant taxed)

  • RF-1098 - Property (Limited companies and Participant taxed)

  • RF-1122 - Accommodations- and restaurants (Limited companies and Participant taxed)

  • RF-1151 - Power plant owner – summary for all power plants (Limited companies)

  • RF-1152 - Specific fixed assets in power generation facilities – depreciations and upgrades (Limited companies)

  • RF-1153 - Taxation of hydropower plants (Limited companies)

  • RF-1156 - Correction of the allocation of the property tax basis for power plants located in multiple municipalities (Limited companies)

  • RF-1161 Present value of future replacement costs in power plants (Limited companies)

  • RF-1167 - Goods, Account receivables, Auditor, Accounting office (Limited companies and Participant taxed)

  • RF-1197 - Tonnage taxation (Limited companies and Participant taxed)

  • RF-1206 - Group contribution (Limited companies)

  • RF-1215 - The company tax return for businesses assessed as a partnership ( Participant taxed)

  • RF-1217 - Specification of differences between accounting and tax values (Limited companies and Participant taxed)

  • RF-1219 - Profit-/loss account (Limited companies and Participant taxed)

  • RF-1221 - Partner statement of wealth and income in a business assessed as a partnership ( Participant taxed)

  • RF-1223 - Taxi and cargo transport businesses (Limited companies and Participant taxed)

  • RF-1233 -The company’s statement of partner income and assets in a company assessed as a partnership (Participant taxed)

  • RF-1315 - Limitation of deduction for interest between related entities (Limited companies and Participant taxed)

  • RF-1359 - Financial products (Limited companies and Participant taxed)

  • RF-1368 - Account receivables, Accounting office, Client information/Primary industries ( Participant taxed)

  • RF-1509 - Exemption from interest limitation for companies, etc. in groups (Limited companies and Participant taxed)

  • Fixed asset register - (Sole proprietorships and Limited companies)

  • Shareholder register - Share classes, shareholders, number of shares and face value (if the shareholder register in Period & Year has not been used before.)

  • Housing - Housing information (Condominium flat owner and Housing cooperative)

Visma Total

  1. From the start guide select historical import source Visma Total.
  2. Click on the button to select Visma Total common file for conversion.

    The name on the file is ‘fellesdata22.twd22’ for conversion to year-end closing 2023.

    The Visma Total files are located in the client folder of the current client you want to convert. If you are unsure where Visma Total is installed on your machine, you can right-click on the client in the client register and select “Explorer”. You will then automatically be navigated to the correct installation area for the client folder to see where the current files are located.

  3. Click on the button to select Visma Total client file for conversion.

    The name of the file is ’totas22.twd21’ or ’totpn22.twd22’ for conversion to year-end closing 2023.

  4. Click on the button Continue to upload the files.
  5. Click Save to complete the start guide and create a year-end with historical data.

    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.

  6. Click on Set up import source to select import source for the current year. Read more about Import accounting data.
  7. After completed import and once the year-end period is started, data from Visma Total will be year rotated and available in Information and tax.

Read more about Information and tax for impersonal company category / Information and tax for personal company category / Information and tax for particiapant taxed company category.

Visma Finale

  1. From the start guide select historical import source Visma Finale.
  2. Click on the button to select Visma Finale import file for conversion.

    The name of the file is ‘EXPnnnnn.ZIP’, where nnnnn is the number of the client in Visma Finale Årsoppgjør. The file is located in the destination folder for the backup files.

  3. Click on the button Continue to upload the file.
  4. Click Save to complete the start guide and create a year-end with historical data.

    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.
  6. After completed import and once the year-end period is started, data from Visma Finale will be year rotated and available in Information and tax.

Read more about Information and tax for impersonal company category / Information and tax for personal company category / Information and tax for particiapant taxed company category.

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.
  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 / Information and tax for personal company category / Information and tax for particiapant taxed company category.

Last modified September 13, 2024