How to: Set Up GIFI Codes

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The Canada Revenue Agency uses General Index of Financial Information (GIFI) codes to collect, validate, and process financial and tax information electronically.

In Microsoft Dynamics NAV, you must set up GIFI codes for general ledger accounts, reports, balance sheets, income sheets, and retained earning statements. For more information about GIFI codes, see the Canada Revenue Agency website.

To set up GIFI codes

  1. In the Search box, enter GIFI Codes, and then choose the related link.

  2. In the GIFI Codes window, on the Home tab, choose New.

  3. In the New - GIFI Codes window, fill in the fields as described in the following table.

    Field Description

    Code

    The GIFI code.

    Name

    The name or description of the corresponding GIFI code. You can enter a maximum of 120 alphanumeric characters.

  4. Choose the OK button.

See Also

Tasks

How to: View Account Balances by Using the GIFI Code Report
How to: Export Balance Information by Using GIFI Codes
How to: Associate GIFI Codes with Chart of Accounts

Reference

GIFI Code
Account Balances by GIFI Code
Export GIFI Info. to Excel

Concepts

GIFI Codes