How do I change from one fiscal year to another?


If you have NTS version 4.40 or before, see Change Fiscal Year Instructions for old versions.

  1. Find the Fiscal Year box in the upper left corner of the checkbook screen. See the example below.
  2. Click on the right or left arrow button on either side of the current fiscal year to go forwards or backwards a year.
  3. Click on the year and a list will appear with available years. Click on a year to select it. (This option is only available on NTS version 5.70 and above.)
  4. A message will appear if the year has not been setup. Click Yes to confirm you are ready to setup the new year.

If you are about to start a new fiscal year, please see the link below for more information before changing the year.

Change Fiscal Year