> ## 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.

# Tax Years

> List, view, and manage tax year records including form generation and year close actions in the Finance & Revenue core.

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

## 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`.

## Who it's for

Requires permission: `fa.tax.view`.

## Before you start

* You need `fa.tax.view` to access this page.

## 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.

## Key concepts

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

## 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`.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>