A fiscal year is a period of one year that a business uses to plan, align, track, and analyze its activities, including sales.

1. By default, the standard fiscal year format is chosen and the fiscal start month is set to January.
   
2. If businesses want to shift the starting month, they can do so by selecting a different starting month.
   
3. If they want to align to other fiscal year patterns, they can choose the custom fiscal year format and pick from the available options.
   

1. 4-4-5, 4-5-4, or 5-4-4: In these quarter-based formats, each quarter has 13 weeks. Within a quarter, these 13 weeks are spread across three periods. The number of weeks in these three periods gives the names of these formats: 4-4-5, 4-5-4, and 5-4-4.
   
   
2. 3-3-3-4, 3-3-4-3, 3-4-3-3, or 4-3-3-3: In these year-based formats, each period consists of four weeks. A fiscal year consists of 13 such periods. These periods are distributed across four quarters in 3-3-3-4, 3-3-4-3, 3-4-3-3, and 4-3-3-3 formats. The names indicate the number of periods in each of those four quarters.
   
   
   
   

To set up a standard fiscal year

1. Log in to Zoho CRM with Administrator privileges.
   
2. Navigate to Setup > General > Company Settings > Fiscal Year.
   If you've already set the fiscal year before, click Manage Fiscal Year.
3. In the Manage Fiscal Year page, do the following:
   
1. Select the Fiscal Year Type as Standard Fiscal Year.
   
2. Select the starting month from the Fiscal Year begins in drop-down list.
   
3. For Display Fiscal Year Based on Q-YYYY, choose Starting Year or Ending Year. This option will not be visible if the starting month is January.
   
4. Click Save.
   

To set up a custom fiscal year

1. Log in to Zoho CRM with Administrator privileges.
   
2. Navigate to Setup > General > Company Settings > Fiscal Year.
   If you've already set the fiscal year before, click Manage Fiscal Year.
3. In the Manage Fiscal Year page, do the following:
   
1. Select the Fiscal Year Type as Custom Fiscal Year.
   
2. Select the Format from the dropdown list. It can be a quarter-based format like 4-5-4 or a year-based format like 3-3-3-4.
   
3. Set the Start Date by selecting the date and month from their respective dropdown lists.
   
   
4. Configure the display options. For Display Fiscal Year Based on on Q-YYYY, choose Starting Year or Ending Year.
   
5. Select Number by Year or Number by Quarter in the Period display option dropdown list. A preview can be seen below this list.
   
   
6. Click Add Surplus Week if needed.
   
7. In the Add Surplus Week popup, select the Period where the surplus week is to be added. A Preview in Calendar option is available.
   
   
8. Click Save.
   

To view the history of fiscal year configuration changes

1. Log in to Zoho CRM with Administrator privileges.
   
2. Navigate to Setup > General > Company Settings > Fiscal Year.
   
3. Under the Earlier years section, you'll be able to see the list of all fiscal year changes.
   
   
   

Note

1. If you've chosen Custom Fiscal Year, a Preview in Calendar button will be available in:
   
1. The Fiscal Year tab
   
2. The Manage Fiscal Year page
   
3. The Earlier years section of Fiscal Year tab (when you hover over a custom fiscal year entry)
   

Click this button to get a quick preview of the configured fiscal year.