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Get Current Audit Year (& Quarters)

Source: R/audit_year_family.R
audit_year.Rd

Determines the current audit year (& quarter) based on a given date. As an example, the default is NPDA audit year, which runs from 1 April to 31 March, so dates from January-March fall into the audit year that started in the previous calendar year.

Usage

audit_year(date = Sys.Date(), start_month = 4, format = TRUE)

Arguments

date

Date object or string that can be coerced to Date. The date for which to determine the audit year. Default is Sys.Date() (today).

start_month

Integer. The month (1-12) that the audit year starts. Default is 4 (April, which is the NPDA default).

format

Logical. If TRUE (default), returns audit year & quarter as formatted string "YYYY/YY Qx" (e.g., "2024/25 Q3"). If FALSE, returns the start year as an integer (e.g., 2024).

Value

If format = TRUE, returns a character string in format "YYYY/YY". If format = FALSE, returns an integer representing the audit year's start year.

Audit Year Structure

The NPDA uses a fiscal year structure running from 1 April to 31 March, divided into four quarters:

QuarterStart dateEnd dateQ1
01/04/CurrentYear30/06/CurrentYearQ201/07/CurrentYear
30/09/CurrentYearQ301/10/CurrentYear31/12/CurrentYear
Q401/01/NextYear31/03/NextYear

For example:

  • A date of 15 May 2025: 2025/26 (Q1)

  • A date of 15 March 2026: 2025/26 (Q4)

  • A date of 15 April 2026: 2025/26 (Q1)

See also

Other Audit year functions: audit_year_family, audit_year_range()

Examples

# Get current audit year (based on today's date)
audit_year()
#> [1] "2026/27 Q3"

# Get current audit year as integer
audit_year(format = FALSE)
#> [1] 2026

# Customise Q1 start month
audit_year(start_month = 1)
#> [1] "2026/27 Q4"

# Customise Q1 start month
audit_year(start_month = 1)
#> [1] "2026/27 Q4"

# Determine audit year for specific dates
audit_year("2025-05-15")  # Returns "2025/26 Q1"
#> [1] "2025/26 Q1"
audit_year("2025-02-15")  # Returns "2024/25 Q4"
#> [1] "2024/25 Q4"
audit_year("2025-04-01")  # Returns "2025/26 Q1"
#> [1] "2025/26 Q1"
audit_year("2025-03-31")  # Returns "2024/26 Q4"
#> [1] "2024/25 Q4"

# Use in data processing
if (FALSE) { # \dontrun{
library(dplyr)
df <- data.frame(
  admission_date = as.Date(c("2024-05-01", "2024-12-01", "2025-02-01"))
)

df |> mutate(audit_year = audit_year(admission_date))
} # }