Templates

A template is a reusable request list. When you create an engagement from a template, its requests are copied in — titles, instructions, categories, priorities, and evidence expectations included — and then belong to that engagement, so edits there never change the template.

Open Templates from the PBC workspace (/dashboard/pbc/templates). Creating and editing templates requires an admin or manager role; everyone can browse them and use them.

The built-in library

Every firm starts with 17 canonical templates. They are added automatically the first time PBC loads, and any that are missing are restored later — but templates your firm has created or edited are never overwritten.

Type	Templates
Audit	Annual financial statement audit · Employee benefit plan audit · Nonprofit financial statement audit
Other	Financial statement review · Financial statement compilation
Tax	Individual income tax return · Partnership and S corporation tax return · C corporation income tax return · Trust, estate, and gift tax return · Nonprofit Form 990 · Sales and use tax compliance · Payroll and information return compliance
Bookkeeping	Monthly bookkeeping and close · Year-end bookkeeping cleanup · Client accounting services onboarding
Advisory	Budgeting and cash-flow advisory · Financial due diligence and quality of earnings

They are written as comprehensive starting points. Tailor the list to the entity and your assessed risks before publishing an engagement built from one.

Create or edit a template

Click New template, or Configure on an existing card. Use the copy icon to duplicate a template — handy for making a firm variant of a built-in list without changing the original.

The editor has template details at the top and a two-pane request builder below.

Template field	Notes
Template name	Shown in the template picker when creating an engagement.
Engagement type	Audit, Tax, Bookkeeping, Advisory, or Other. Sets the type of engagements created from this template.
Description	When your team should reach for this list.

In the request pane, click Add to append a request, then configure it on the right:

• Request number (optional — leave as Auto to number engagements sequentially) and Category
• Title and Client instructions
• Priority, Expected formats, Expected filename
• GL account, Expected GL balance, External source ID
• Sensitive evidence and Redaction required

Use the arrow buttons to move a request up or down, the copy button to duplicate it, and the trash button to remove it. The order here becomes the order in new engagements.

Every request needs a title, and any request numbers you set must be unique within the template. Click Save changes or Create template when you are done.

Using a template

Pick it in the Request-list template field when you create an engagement. The engagement inherits the template's type, and each copied request gets:

• the engagement's default due date;
• the engagement's period end;
• you as the internal owner.

So the usual next step after creating from a template is a pass over the list to reassign owners and adjust due dates — see Building the request list.

Continue to Client access and the portal.