Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Tax Year Details page (/fa/tax/years/:id) shows the complete details of a single tax year and provides actions to generate tax forms or close the year.

​
Overview

The Tax Year Details page loads a tax year via useTaxYearDetail keyed by :id and organization, backed by the fa_tax_years table. The breadcrumb label is derived from the tax_year field. Actions available on the page include:
  • Close Tax Year: via CloseTaxYearDialog (wrapped by RequirePermission).
  • Generate Tax Forms: via GenerateTaxFormsDialog (wrapped by RequirePermission).

​
Who it’s for

Requires permission: fa.tax.view.

​
Before you start

  • The tax year must exist. Navigate here from /fa/tax/years.
  • You need fa.tax.view to access this page.

​
Steps

View a tax year
  1. Navigate to /fa/tax/years and click a year row, or navigate directly to /fa/tax/years/:id.
  2. Review the tax year details.
Generate tax forms
  1. Click Generate Tax Forms (requires appropriate permission).
  2. Complete the GenerateTaxFormsDialog.
Close a tax year
  1. Click Close Tax Year (requires appropriate permission).
  2. Confirm in CloseTaxYearDialog.

​
Key concepts

  • Tax year: A fa_tax_years row with tax_year (year number), status, and related date fields.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TaxYearDetailPage.tsx
  • src/cores/fa/hooks/useTaxYears.ts
  • src/cores/fa/components/CloseTaxYearDialog.tsx
  • src/cores/fa/components/GenerateTaxFormsDialog.tsx