Add an Annual Option to the Closes | Feature Requests

Add an Annual Option to the Closes

Catherine Back

We have several that they do the bookkeeping and we do an annual review, or their activity is so small we get the full year at once. It would be nice to not have monthly or quarterly closes hanging out there for them, but do have the bookkeeping task in the system.

June 15, 2026

Christy Najjar

Yes - we would love this. We do an annual review before we do a business client's return and it would be great if we could just mark a client as annual so that we don't have closes just hanging out.

Sal Sannuto

Client’s need to be able to be assigned monthly with also an annual close in addition to. Tracking the annual checklist in a one-off task is annoying. It’s recurring & happens with all clients. The annual task sometimes doesn’t get closed out until end of summer when the tax returns roll in for adjusting journal entries. It’s impractical for the one off task to just linger out there preventing that sweet green highlight for 9 months.

Cat Taylor

Also quarterly please.

Ryan Le Roux

Cat Taylor: Hi Cat, the quarterly functionality currently exists today:

Go to "Practice Settings" then click "All Client Settings"
Look for and check the "Quarterly" box for any client you'd like to switch

Cat Taylor

Ryan Le Roux Thanks!