CONTENT

You can find the fiscal year archive in Netvisor by navigating to Financial management > Fiscal year archive. The fiscal year archive stores the company's financial statements and other documents related to the fiscal year. You can also archive other company documents in the fiscal year archive. From the fiscal year archive, you can also send an invitation to sign the financial statement electronically.

Permissions

The user administrator can set permissions for the fiscal year archive from service management (under the company name, "Fiscal year archive permissions"). If the option to save material to the fiscal year archive is given, the user must also have editing rights to the fiscal year archive in their basic rights. 

The following section opens for each person in the fiscal year archive rights:

Access to the fiscal year archive view grants access to the fiscal year archive.

The right to save material allows the saving of forms to the fiscal year archive 

The right to manage the status of the financial statement (confirming the financial statement) allows the fiscal year to be confirmed and, if necessary, the sealing of the fiscal year to be undone (removing the financial statement material from the fiscal year archive).

Once the rights have been added to the necessary individuals, remember to press the Update information button.

Please note that the rights to manage the status of the financial statement are essential to remove financial statement reports and sealing. Without these rights, you cannot edit or remove financial statement material from the fiscal year archive.

Fiscal year archive

Fiscal year: You can select which fiscal year's material is displayed in the fiscal year archive view. The Update view button retrieves the information for the selected fiscal year. If the company has company-specific attachments, they are visible for all fiscal years. In contrast, fiscal year-specific material is only visible for the correct fiscal year. Attachments must be in PDF format, and the size of the attachments must not exceed 350 MB. 

Financial statement settings: More detailed instructions can be found on their own instruction page.

Timestamp for financial statement material: The creator of the fiscal year becomes the timestamp creator when the fiscal year's status is "Locked." It is not the person who concludes the fiscal year but the one who added the fiscal year to fiscal year management. When the financial statement is created in the fiscal year archive, the fiscal year's status changes to sealed, and the name of the financial statement creator appears.

Attaching material: Desired documents can be added to the fiscal year archive.

Company-specific attachments: Desired documents, such as contracts, can be added here. These remain visible at the top of the fiscal year archive and are visible for all fiscal years.

Fiscal year-specific attachments: Fiscal year attachments can be manually added here. These attachments can be selected as attachments for the income tax return. If the sealing of the material is removed, the fiscal year attachments remain visible in the fiscal year archive.

Attachments for financial statement material: Material can be added here if the financial statement material has not already been created and archived from the financial statement composition view. These attachments can be selected as attachments for the income tax return. Even if the sealing of the material is removed, the attachments for the financial statement material remain stored in the fiscal year archive. These can be removed separately if needed by clicking the x-mark next to the attachment. 

Adding financial statement material

The completed balance sheet book can be added to the fiscal year archive from the financial statement composition view by pressing the Create and archive financial statement reports button. When the material is created, it always receives a new archive identifier at the time of creation.

Electronic signature

An invitation can be sent from the link "Invite signers.." for the desired form, which is made by creating and archiving the financial statement in the financial statement composition view. The Invite signers link takes you to the electronic signature page, where more detailed instructions can be found on its own instruction page. Only one form can be sent at a time for electronic signature.

To have individuals' information ready for the signature invitation, their information should be entered in the financial statement settings view. If this has not been done, the information of the individuals to be signed must be added manually from the "Add signer" section. More information about electronic signing can be found in its own guide Electronic signature.

Undoing financial statement archiving or sealing

The created material can be undone by pressing the Remove financial statement reports and sealing button. If the material needs to be recreated, it must be done from the financial statement composition. The undoing is possible if you have the KP role and the right to the fiscal year archive, the right to manage the status of the financial statement (confirming the financial statement).

Note: If a form was electronically signed and the financial statement material is undone, those electronic signatures will disappear from that form. When the material is later recreated, the electronic signature invitations must be made again for this specific form, and the form must be signed electronically again. If the fiscal year archiving is removed, the original situation cannot be restored. The material must be recreated from the financial statement composition view.

Fiscal year material can be in the following states:

Sealed, the status becomes sealed when the material is run into the fiscal year archive from the financial statement composition view and the archive financial statement report link.
Confirmed, when an authorized user updates the status at the fiscal year level by pressing mark fiscal year as confirmed.
Audited, when a user with the auditor role presses the audited button. The button "Mark fiscal year as audited" is activated for the auditor when the fiscal year is marked as confirmed.

 


Status management ensures that there can only be one version of official reports in the archive and that it matches the system's transaction database.


Undoing and recreating financial statement material generates a new archive reference for the material.


Keywords: Fiscal year archive, financial statement, undoing sealing

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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