Finance / Free editable template

Financial close calendar template

A financial close calendar puts the whole year's finance deadlines on one page. This example marks the monthly close, quarter-end and year-end, quarterly VAT returns, payroll year-end, external audit, budget season and board pack dates for a company with a December year-end, so busy months are visible well in advance.

This is a planning example, not financial, accounting, tax or legal advice. Check your own policies, auditors and local rules.

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No account needed · Opens as your own editable page

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Financial close calendar example showing twelve months on one page, closes, filings, audit and budget, board pack dates
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Add your fixed deadlines

    Start with dates you cannot move: tax and VAT filings, payroll year-end, statutory accounts and board meetings.

  2. Layer the internal work

    Add month-end closes, the audit and budget season. Look for months where too much lands at once.

  3. Plan around the peaks

    Move internal work out of the busiest months and book holidays and training in quieter ones.

Questions about this template

Can I change when our year end falls?

Yes. Reorder the months so the year runs from your financial year start, then move the year-end, audit and filing dates to match.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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