Source
Tax handling & filings — found from sitemap — Holded
Checked for Holded on 20 Oct 2026
- Page
- https://help.holded.com/en/articles/6895978-automate-the-tax-period-and-avoid-unforeseen-events-in-the-accounting-period-and-tax-models
- Checked
- 20 Oct 2026, 12:05 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:07c515f25668aca06d14d1b12116c1ec32fe6f4d4417b2bdadbe58db147ac360
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Fiscal period config Report an error
“Click on Fiscal period in the Accounting section. Choose the day and month when the period will end (closing date). Confirm the action.”
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Automatic accounting closing Report an error
“Note that after defining the tax period, you will be able to automatically close the accounts. If you activate this option, you will avoid making one by one regularisation and closing entries at the end of the accounting period.”
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Lock tax period Report an error
“Before blocking the tax period, it is important to know that after blocking you will not be able to associate new information or modify or delete a movement that appears within the period.”
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Lock accounting period Report an error
“After locking the accounting period, you prevent any action from being taken that generates or modifies a journal entry, such as editing invoices, reconciling, depreciating assets, etc.”
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Protect tax forms Report an error
“By protecting your models, you prevent the generation or modification of sales or purchase documents that affect your models. You will be able to reconcile, depreciate assets, etc.”
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Automatic year end closing Report an error
“Click on Automatic closing and select the year. Check the box and confirm the action.”
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Lock period permissions Report an error
“Finally, review your company's roles and enable the users who will be able to lock and unlock the tax period.”
Scores citing this record
- The Auditor Bookkeeping core
- The Auditor GoBD, immutability & audit
- The Auditor Tax handling & filings
- The Bookkeeper Bookkeeping core
- The Bookkeeper GoBD, immutability & audit
- The Bookkeeper Tax handling & filings
- The Founder Bookkeeping core
- The Founder GoBD, immutability & audit
- The Founder Tax handling & filings
- The Integrator Bookkeeping core
- The Integrator GoBD, immutability & audit
- The Skeptic Bookkeeping core
- The Skeptic GoBD, immutability & audit
- The Tax Adviser Bookkeeping core
- The Tax Adviser GoBD, immutability & audit
- The Tax Adviser Tax handling & filings