Drake Accounting®: How do I change the calendar year in DAS?
There are two ways to change the calendar year in DAS depending on how you use the software:
- If you use DAS for payroll purposes only, you can manually change the calendar year via the Client menu.
- If you use DAS’ Accounting (bookkeeping) module, do NOT use the Client menu; doing so can result in changes to journal totals. Instead, perform a year-end close in the prior-year software.
DAS Payroll Exclusive Users
To change the calendar year:
- Go to Client > Edit to open the Client Setup screen.
- Select the Business Information tab.
- Change the Start of Year Date as needed.
- Click Save. A warning appears before changes are finalized. Click OK to confirm your calendar-year change.
DAS Accounting/Bookkeeping Users
To change the calendar year:
- In the prior-year software, go to Accounting > Year End Close.
- On the Year End Close window, click OK.
- You are notified that the Year End Close completed. Click OK to confirm the close. The current calendar year is now displayed in the upper-left corner.
NOTE: Contact Drake Software Support at (828) 349-5908 if you have either of the following issues:
- In the prior-year program, the Year End Close screen indicates that the year has been closed, but the expense account is not zeroed out.
- In the current-year program, the start-of-year totals are incorrect.