SAP Year-End 2026: Checklist for Your System

Start the new year with confidence and keep your SAP system running smoothly.

As the year comes to an end, there are several important tasks to prepare your SAP system for the upcoming fiscal year. To help you ensure seamless and trouble-free operations in 2026, we’ve put together a practical SAP year-end checklist.

SAP Year-End: Key Steps for FI, MM, CO

• Update document number ranges for FI, MM, etc., if they are year-dependent.
• Review and maintain your CO versions.
• Adjust search patterns for account statements if needed.
• Perform the year-end closing for Asset Accounting at the start of the new year.
• Open the posting periods for the new fiscal year.
• Carry forward balances for accounts receivable and accounts payable.

Additional Tasks for a Smooth Start into Fiscal Year 2026

• Check for discrepancies between Financial Accounting (FI) and Asset Accounting (AA) to identify and resolve issues early and ensure a smooth year-end closing in Asset Accounting.
• Set up period control for Asset Accounting if you use year-dependent fiscal year variants, once the new fiscal year has been fully defined.
• Update the stylesheet for the 2026 VAT advance return (provided by SAP).
• Review the ELSTER ERiC version and update it if required.
• Maintain the new travel expense rates (provided by SAP).
• Adjust the new surcharge rates.