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The Tax Years page (/fa/tax/years) lists all tax year records for the organization and provides navigation to year detail pages.

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Overview

The Tax Years page renders a DataTable of fa_tax_years rows from useTaxYearsList. Columns include: Tax Year, Status, Created date, and a View action. Clicking a row or View navigates to /fa/tax/years/:id. The route is gated by fa.tax.view.

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Who it’s for

Requires permission: fa.tax.view.

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Before you start

  • You need fa.tax.view to access this page.

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Steps

View tax years
  1. Navigate to /fa/tax/years.
  2. Browse the data table.
Open a specific tax year
  1. Click the tax year link or the View button in the Actions column.

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Key concepts

  • Tax year: A fa_tax_years row with tax_year (integer), status, and created_at.

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Viewing a tax year

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. Requires fa.tax.view. The 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:
  • Close Tax Year: via CloseTaxYearDialog (wrapped by RequirePermission).
  • Generate Tax Forms: via GenerateTaxFormsDialog (wrapped by RequirePermission).
Key concepts:
  • Tax year: A fa_tax_years row with tax_year (year number), status, and related date fields.
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.

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/TaxYearsPage.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
  • src/cores/fa/types/tax.ts