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# How to Create and Manage Close Templates in COUNT Practice Manager

Close Templates allow you to standardize your Period Close process by creating reusable templates with predefined modules, questionnaires, and reviewer assignments. Using templates helps ensure consistency across engagements and reduces setup time when starting a new Period Close. 

### Accessing Close Templates

There are two ways to access **Close Templates**.

###### Option 1: From Period Close

1. Navigate to **Work** and choose **Period Close**.
2. Click **Close Templates** in the top toolbar.  

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/capturejpg_1taczhs.jpg)
###### Option 2: From Settings
###### 
You can also access Report Pack Templates from **Settings**.

1. Click **Settings** in the top navigation.
2. Scroll down to the **Service Standards** section.
3. Select **Period Close Templates**.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/capturejpg_18t425t.jpg)


# Creating a New Close Template

1. From the **Close Templates** page, click **+ Create Template**.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/close-template-6_jafztc.png)
2. Enter a **Template Name** (required).
3. (Optional) Add a **Description** to help identify the template.
4. Open the **Client Questionnaire** dropdown.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-23_3lbs8o.png =500x658)
5. Select the questionnaire you want clients to complete as part of the Period Close process. This step is optional and can be left blank.
6. Select Modules. A Close Template is built by selecting the modules that should be included in the workflow.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/captura-de-pantalla-2026-07-23_ngg02l.png =500x615)

Modules are organized into three categories:
* **Data Collection**
* **Book Workpapers**
* **Tax Workpapers**

7. Review your settings.
8. Click **Create Template**.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/close-template-4_plhvw.png =500x591)
The template will be saved and will be available whenever you create a new Period Close.