Setup in Period & Year

How to manage altinn 3 system access in Period & Year

Altinn 2 will close for good in June 2026, meaning all accounting firms must transition to the new Altinn 3 standard. To make this transition as seamless as possible for you, we will soon roll out a integration for System Access and Client Administration directly within Period & Year.

With this update, you no longer need to spend time on manual delegation files or log into Altinn.no for each individual customer. All you need to do to secure the submission of the shareholder register statement, property information, third-party information, and retrieval of A06/A07, is to activate access once for the firm, and then manage everything from our client register.

Part 1: Initial activation (One-time job per authorization)

Before the system can send or retrieve data, an overarching system access must be established in Altinn. The system automatically uses the organization number of the entity (agency or business) you are currently logged into.

Through this system access, Periode & År receives authorization to perform tasks on behalf of the accounting firm’s clients.

This is done directly in the client register in Period & Year. When you enter the page, you will see a left-hand menu showing the four available access packages (authorizations). Here, you select the authorization you wish to set up system access for:

Access packages (for accounting agencies with external clients):

• Regnskapsfører med signeringsrettighet (Accountant with signing rights)
• Ansvarlig revisor (Responsible auditor)
• Skattegrunnlag (Tax basis)
• A-ordningen (The A-scheme)

For own business:

• System access for own business: This option is used if you manage the accounting for your own company, or if an accounting agency needs to activate system access for its own organization number.

Should the client have assigned an access package that is not available, it is necessary to link the client to one of the available packages.

How to do it

1. Log into Periode & År as an administrator.
2. Go to My Accounting Firm (Mitt regnskapsbyrå) > Altinn System Access (Altinn-systemtilgang).
3. If you are not already logged in, you must first log in with ID-porten. You will see a button for this and the following text on the screen:

   To manage system access, a user with the necessary permissions must be logged into Altinn. Usually, the Managing Director (daglig leder) holds this permission.

4. Click the button and log in using ID-porten.

Are you receiving a message about missing permissions?

If the person logging in does not have the required administrative permissions for the firm in Altinn, you will be met with this message after logging in:

Missing permissions (Manglende rettigheter): You do not have access to manage system access for this accounting firm. Please contact the Managing Director or a person with an access package equivalent to Hovedadministrator in Altinn.

- **Solution:** Log out again, and have a person with an access package equivalent to *Hovedadministrator* in Altinn complete this step.

5. Select the authorization you want from the list on the screen, and then click the button “Create system access” (Opprett systemtilgang).
6. You will now be redirected to the Altinn portal, where you will be met with a request to approve that Sticos Periode & År receives authorization for the selected access package.
7. Click “Approve system access” (Godkjenn systemtilgang) to complete the process. You will be automatically redirected back to the system. The connection is now active for the entire firm!

Part 2: Managing altinn aystem access for clients

Once the initial activation is in order, Periode & År automatically retrieves all available companies from Altinn for which the firm holds rights. Since you can manage four different authorizations, you must use the left-hand menu to select which access package you wish to manage clients for.

1. How to Activate System Access for a Client

Once you have selected an authorization in the left-hand menu, you will see two lists on the screen:

• Right side: Shows available clients retrieved from Altinn who possess the selected authorization.
• Left side: Shows clients that are already linked to the system access in Periode & År for this specific authorization.

How to add system access for your own clients

1. Ensure that you have selected the correct authorization in the left-hand menu.
2. Go to the list of available clients on the right side.
3. Check the box for the clients you wish to add (you can select individual clients or check all).
4. Click the button ‘Add selected’ (Legg til valgte) found at the bottom of the list.
5. The clients will now be moved to the list on the left side, confirming that they are connected to the system access. They are now ready for data retrieval and submission!

How to search for clients

If you have a long list of clients, you can use the search field.

• When you search, the system will search both lists simultaneously and display matches instantly.
• You can search by either name or organization number.

2. How to Remove Access for a Discontinued Client

To ensure good data security and make sure the firm does not retain unnecessary access, the list should be kept up to date. If a client contract is terminated, removing access is just as easy:

1. Select the relevant authorization in the left-hand menu.
2. Find the client in the list on the left side.
3. Check the box for the client and click “Remove selected” (Fjern valgte).

Periode & År will then immediately revoke the technical authorization in Altinn 3. Following this, the firm will no longer have access to the customer’s data through the system for this specific package.

Useful to know about troubleshooting and built-in safety blocks

Periode & År has built-in checks to help you avoid errors along the way:

• If a client is completely missing from the list on the right: This means that the accounting firm does not hold the required access packages for this company in Altinn. The client will only become visible in Periode & År once the correct access rights are in place.
  Note

  If you are registered as the accountant in the Brønnøysund Register Centre, this access should be assigned automatically. If the client is still missing, they must log into Altinn.no and manually delegate the access packages Skattegrunnlag or A-ordningen to your firm.

• What happens if you try to submit without moving the client to the left side? If the system access setup is missing for the client in Periode & År, the system will automatically block the submission and inform you that system access is missing. You must then go to client administration and add the client to the list of connected companies before you can proceed with the submission.