Calendars are containers that organize your tasks into logical groups. Finance and accounting teams typically create separate close calendars for each close cycle, filing type, or functional area. A well-structured close calendar is essential for managing your month end close process effectively.
Common Calendar Setups
- Month-End Close — journal entries, accruals, account reconciliation, balance sheet reviews, management reports, financial reporting
- Tax & Regulatory Filings — quarterly estimates, year end close, annual returns, sales tax, 1099s, payroll filings
- Accounts Payable / Receivable — aging reviews, payment runs, cash application, collections
- Audit Preparation — schedules, document gathering, auditor requests, sign-off tracking, financial statements preparation
- Treasury & Banking — daily cash positions, wire deadlines, bank reconciliations, financial data management
Calendar Features
Managing Calendars
Create, edit, and organize close calendars to structure your team’s close workflow. Each calendar can have its own settings, members, and visibility rules to support your month end close process.
Learn more about managing calendars →
Permissions
Control who can view, edit, and manage tasks within each calendar. Assign roles — Admin, Preparer, Approver, Viewer — to team members so preparers can execute tasks and controllers can approve without overlap.
Learn more about permissions →
External Calendars
Subscribe to external calendar feeds or export your TaskCalendars data to Outlook, Google Calendar, or Apple Calendar using iCal format. Useful for surfacing close deadlines in your existing calendar workflow.