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.

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.