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This article applies to:

  • Product: ONESOURCE Calendar

Period Start and end dates

Learn how ONESOURCE Calendar calculates and displays Period Start and End Dates for standard frequency due dates.

Overview

ONESOURCE Calendar automatically calculates Period Start and End Dates based on the tax year and filing frequency, but you can manually override them where needed.
Period Start and End Dates are automatically calculated for the following supported frequencies:
  • Monthly
  • BiMonthly
  • Quarterly
  • FourMonthly
  • SemiAnnual
  • Annual
note
For non-standard frequencies (Weekly, BiWeekly, or NonStandard), Period Start Date and Period End Date fields will remain blank unless manually populated by a user with the permissions.

Fields

Once enabled, Period Start and End Dates are available throughout ONESOURCE Calendar in the following areas:
  • Due Dates Grid (List View):
     View period dates as columns directly within your due dates grid
  • Due Date Details:
     Access and manage period dates when viewing or editing an individual due date
  • Filtering and Reporting:
     Filter, sort, and group due dates by Period Start Date or Period End Date to analyze obligations by reporting period
  • Import and Export:
     Include period dates in your Excel imports and exports for data management
  • API:
     Access the
    periodStartDate
     and
    periodEndDate
     fields across relevant API endpoints

Turn on Period Start and End Date columns in the grid

By default, the Period Start Date and Period End Date columns are hidden in the due dates grid. Use the following steps to make them visible.
  1. Go to your due dates grid in ONESOURCE Calendar.
  2. Select the
    Column Settings
     icon to open the column configuration panel.
    note
    The list of all available columns will appear.
  3. Locate and select
    Period Start Date
     and
    Period End Date
     from the available columns list.
    note
    The selected columns will now appear in the due dates grid.
  4. Drag and reposition the columns to your preferred location within the grid as needed.
note
Column visibility preferences are user-specific and will persist across sessions.

Filter due dates by period start and end dates

You can use Period Start Date and Period End Date as filter criteria within the due dates grid to analyze and report on obligations by reporting period.
  1. In the due dates grid, select the
    Filter
     option.
  2. Select
    Period Start Date
     or
    Period End Date
     as your filter field.
    note
    A date range entry will appear.
  3. Enter the
    From
     and
    To
     date range.
    note
    The grid will refresh and display only the due dates that fall within your selected period range.

Override period start and end dates

Users with the
Override Due Dates
 permission can manually update the Period Start Date and Period End Date for any due date where the auto-calculated value needs to be adjusted.
  1. In the due dates grid, select on the due date you want to update.
    note
    The
    Due Date Details
     panel will open.
  2. Go to the
    Due Date Properties
     section.
  3. Select on the
    Period Start Date
     or
    Period End Date
     field.
    note
    A date picker will appear letting you select or enter a new date.
  4. Update the date as required.
  5. Select
    Save
     to apply your changes.
    note
    The updated period dates will be reflected across the calendar views, grids, and any associated reports immediately.
note
Only users with the
Override Due Dates
 permission can manually modify Period Start and End Date values. If you don’t have this permission, these fields will be read-only.

Import and export period start and end dates

Period Start Date and Period End Date are fully supported in Excel imports and exports for both regular and custom due dates.
Exporting Period Dates
  1. Go to the
    Export
     option within ONESOURCE Calendar.
  2. Select your export template or configuration.
  3. Ensure
    Period Start Date
     and
    Period End Date
     are included in your selected export fields.
    note
    The exported file will include a dedicated column for each field populated with the corresponding values.
Importing Period Dates
  1. Prepare your import file and ensure it includes the Period Start Date and Period End Date columns formatted correctly.
  2. Go to the
    Import
     option within ONESOURCE Calendar.
  3. Upload your file and map the
    Period Start Date
     and
    Period End Date
     columns to their corresponding fields.
  4. Complete the import process.
    note
    The period dates from your import file will be applied to the respective due date records upon successful import.
note
Ensure all dates in your import file follow the correct date format accepted by ONESOURCE Calendar to avoid import errors.

API access

For customers using ONESOURCE Calendar APIs, the
periodStartDate
 and
periodEndDate
 fields are now available in API responses and can also be used as query parameters for filtering due dates.
These fields are available across the following endpoints:
  • Calculated due dates
  • Due date retrieval
  • Custom due date endpoint responses
note
These additions are fully backwards-compatible and require no changes to your existing API integrations.

Existing due dates

Existing due dates from before this release will show blank Period Start and End Date values. Manually update these through the UI, import, or API to keep your compliance tracking up to date.
note
Only new due date records created after this release will have Period Start and End Dates automatically populated by the system.