In 2026, the period in 1C is selected based on the dates of the recorded transactions and the report boundaries. The selection parameters and document posting are then checked, and after the reconciliation check, changes to the completed accounting section are restricted. For tax indicators, it is important to take into account that tax accounting serves to systematize information about taxable items, calculate payments, and prepare tax reporting and, as a general rule, is based on accounting data (Art. 202 of the Tax Code of the Republic of Kazakhstan).
What a period means in 1C
In day-to-day work, the word “period” may refer to several different settings. In a report, it means the start and end dates for which the software selects data. In a document, the recording of a transaction is usually linked to the date specified in it, while the processing sequence may also take the posting time into account. When scheduled operations are performed, the working period may be a month, quarter, or another interval provided for by the settings of the configuration being used.
The reporting period, document date, and restriction on changing data serve different purposes. The reporting period determines the selection boundaries, the document date determines which interval the transaction is assigned to, and period closing restricts subsequent editing. Therefore, the same phrase “wrong period” may refer to different issues:
- the document was entered with an incorrect date;
- an incorrect interval was set in the report;
- the report was generated for another organization or department;
- the document was saved but not posted;
- the data is restricted by an additional filter;
- editing the required date is prohibited by the period-closing setting;
- the transaction falls within the selected interval by date but was not recorded in the required accounting register.
First, determine exactly where the discrepancy occurred: in the source document, accounting entries, trial balance, tax report, or scheduled operation. This procedure helps identify the cause of the discrepancy before changing the document date. For tax accounting purposes, accounting documentation includes, in particular, accounting records, source accounting documents, invoices, tax registers, tax forms, and the tax accounting policy (Art. 202 of the Tax Code of the Republic of Kazakhstan).
How to correctly set and check a period
When generating a report, check the period start and end fields. Depending on the interface, you can select a predefined period or specify it manually. Command names and the location of settings depend on the configuration, release, and interface option, so you should refer to the parameters of the specific report in the database being used.
Before analyzing the data, check the following in sequence:
- Start and end dates. Make sure that the interval fully covers the dates of the required transactions. If you are checking a day, month, or quarter, both boundaries must correspond to the selected interval.
- Organization. If records for several organizations are maintained in the database, the report must be generated for the required company.
- Department and warehouse. Check the additional filters: they may exclude some documents from the results.
- Type of accounting. Match the purpose of the report with the data to be checked: financial, tax, or management accounting data.
- Document status. Check whether the document has been saved and posted and whether the accounting entries required for the transaction have been generated.
- Report relevance. After correcting the document, regenerate the report using the same parameters and compare the result.
If an amount was not included in the report, open the document and compare its date, organization, transaction details, analytical dimensions, and posting result with the report parameters. Do not move the document to another month solely to make the amount appear in the report: the date must correspond to the documentary evidence and substance of the transaction.
This check is particularly important for tax reporting because tax accounting is intended to consolidate and systematize the information required to determine taxable items, calculate taxes, and prepare tax reporting. The taxpayer independently organizes the forms used to consolidate information in tax registers, taking into account tax accounting requirements (Art. 202 of the Tax Code of the Republic of Kazakhstan).
Closing a period and correcting errors
Period closing in 1C is used as an organizational and technical restriction on changes to data that has already been checked. This setting helps reduce the risk of accidentally reposting old documents and changing previously generated indicators. The closing procedure, the list of users authorized to make changes, and the scope of the restriction are determined in the database being used, taking into account the allocation of responsibilities and the organization’s internal procedures.
If the software does not allow a document to be changed, check the lock date, the organization to which the restriction applies, and the rights available to the user. Reopening a period may affect related transactions, balances, and previously prepared reports, so before making a change, you must identify the specific document, the reason for the correction, and the list of indicators that must be checked again.
A safe procedure is as follows:
- record the document and indicator that need to be corrected;
- determine the cause of the discrepancy and compare the data with the accounting documentation;
- determine how the correction should be made;
- coordinate the reopening of the period with the employee responsible for the relevant accounting section;
- make the correction using the method adopted by the organization;
- repeat the required postings and scheduled operations;
- regenerate the control reports for the affected intervals;
- compare the result with the source documents, registers, and previously saved reports;
- after completing the check, reinstate the established restriction on changing data.
Before closing the next period, it is advisable to check the document chronology, negative balances, incomplete transactions, manual adjustments, and discrepancies between analytical and summary reports. The scope of the control procedures is determined by the configuration being used, the accounting sections, and the organization’s internal procedures.
For accounting in 2026, transaction dates and reporting intervals should be determined based on the substance of the accounting documentation and the rules applicable to the specific transaction. As a general rule, tax accounting is based on accounting data, while documents serving as the basis for determining taxable items and calculating tax liabilities form part of the accounting documentation (Art. 202 of the Tax Code of the Republic of Kazakhstan). Therefore, after correcting a closed period, you must recheck not only the document in 1C but also the related tax registers and forms if the change affects their indicators.
Frequently asked questions
How do I set a period in a 1C report? — Specify the start and end dates in the report settings or select an available predefined interval. Then check the organization, type of accounting, and additional filters, and generate the report.
Why is the document in the journal but not in the report? — The document date may not fall within the selected interval, the document may not have been posted, another organization may have been selected in the report, or an additional filter may have been applied. Compare the document parameters with the report settings and check the posting result.
Can I change a document in a closed period? — Whether this is technically possible depends on the established lock date and the user’s rights. Before reopening the period, determine the grounds for the correction, coordinate the action in accordance with the organization’s internal procedures, and identify which reports and registers will need to be regenerated.
Why did the amount in the report not change after the correction? — Check the document date and posting status, and then regenerate the report. If the indicator remains unchanged, compare the type of accounting, organization, analytical dimensions, and additional filters in the document and the report.
Which period should I select to check a transaction? — Start with the interval that includes the document date. If the transaction is related to other documents or scheduled operations, expand the interval and remove unnecessary filters one by one. For tax indicators, take into account the documents used as the basis for determining taxable items and tax liabilities (Art. 202 of the Tax Code of the Republic of Kazakhstan).
Sources
Tax Code of the Republic of Kazakhstan effective in 2026: Article 202 “Tax Accounting and Accounting Documentation.”