Watch our latest webinar:  [Faster month-end close starts here: A live demo of the upgraded Aider](/content/best-practices/faster-month-end-close-starts-here-a-live-demo-of-the-upgraded-aider/index.html)

# Downloadable Period Close Checklist

## Integrating Aider into your period close workflow is easier than ever

March 8, 2024

## What’s new?

You asked and we delivered. **You can now download the Aider Period Close Checklists as Word documents.**

Available for both the GST and financial year checklists, this enhancement makes it easier than ever to streamline your period close workflow using Aider.

## What benefits does it have for advisors?

- **All the checklist details in a handy shareable document**  
  Now you can quickly resolve questions about transactions and the data by sharing the details with your client or internally.
- **Add comments and notes effortlessly**  
  Easily capture additional details and client feedback - e.g. to clarify why certain data alerts have been reviewed and deemed safe to ignore.
- **Print or save as PDFs to add to your workpapers document repository**  
  Now Aider’s checklists can be added effortlessly to your client workpapers and document repository.

## How does it work?

1. Select the checklist and period you want to download, then click the **download icon** on the same menu bar.
2. When the Word document version is downloaded, you can open and…  
   - **Add comments and notes:** Either type directly into the content area, OR select a word or data and right-click (Control-click on a Mac) to add a comment.
   - **Print or save as PDF for your workpapers repository.** This makes the document not editable, which is better for audit trails.

## We’re not done improving…

Our team is working hard to help you simplify your data due diligence process.

Watch out for more Period Close enhancements to come!

Bookmark [**Aider’s Product Updates page**](/content/product-updates/index.html)

### [**‍**](/content/product-updates/index.html) Need some assistance with your Aider account?

**‍** [Book a training session with our friendly team.](mailto:success@aider.ai)
