Customize the financial statements layout

You can customize your financial statements document layout to meet internal requirements or specific client requirements and prepare your financial statement for printing and archiving.

To start customizing the layout, open your engagement file and select Documents from the top menu. Select the desired financial statements document to open it.

Note: If you want to customize the financial statements document layout in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for more information.

For detailed instructions on customizing the financial statements layout, see the following topics: