{% extends "ui/templates/base/layout.html" %} {% block content %}
Download Excel templates, fill data, and upload to configure services faster.
For Firm Admin / Partner. Services must already be enabled for the active audit firm. Use expiry_date for renewal-before-expiry services like DSC renewal.
Download TemplateImports government deadline extensions for the active audit firm and updates matching unlocked engagements.
Download TemplateFor Firm Admin. Service must be enabled for active audit firm.
Download TemplateSystem Admin only. Creates/updates service categories, catalogue services, and optional due date rules/extensions in the workbook.
Download TemplateSystem Admin only. Creates/updates default task templates by service code and sequence no.
Download Template