Reckon Accounts Premier 2013 EOFY

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MW23
MW23 Member Posts: 2 ✭
edited October 2017 in Reckon Accounts (Desktop)
I am new to Reckon Account Premier 2013. I need instructions on EOFY Rollover as the accountant has just lodged tax returns. can anyone help.

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  • Leanne_6969527
    Leanne_6969527 Member Posts: 5 ✭
    edited May 2015
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    Hi MW23, Reckon is not like MYOB, there is no necessity to rollover at EOFY
  • Mirko
    Mirko Alumni Posts: 1,256 ✭✭
    edited November 2015
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    Welcome to the Community MW23 and I hope your finding the product to your liking!

    As Leanne said there is no need to rollover per say, but here is a thread which goes through the EOFY checklist: https://community.reckon.com.au/reckon/topics/is_there_a_link_you_can_send_me_on_the_step_by_step_pr...

    Hope this helps and look forward to seeing you around the Community.

    ^Mirko : )

  • MW23
    MW23 Member Posts: 2 ✭
    edited December 2014
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    Thank you for your responses. The Company file brings up all transactions back to 2009 and is quite large. Should I do A clean up company data to reduce the old transactions?
  • Mirko
    Mirko Alumni Posts: 1,256 ✭✭
    edited November 2015
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    Option would be to either set up a new file with retained balances or do something like this support note which focuses more on improving file performance, rather than removing/archiving older transactions things off.

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