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 Period Close from the main navigation bar.
2. Click Close Templates in the top toolbar.

This opens the Close Templates page where you can create and manage your templates.

Option 2: From Settings

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

This opens the same Close Templates management page.

Creating a New Close Template

1. From the Close Templates page, click + Create Template.
2. Enter a Template Name (required).
3. (Optional) Add a Description to help identify the template.
4. Open the Client Questionnaire dropdown.
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.

Modules are organized into three categories:

• Data Collection
• Book Workpapers
• Tax Workpapers

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

The template will be saved and will be available whenever you create a new Period Close.

Updated on: 07/08/2026