Other Schedule templates help you standardise non–trial balance content across workpapers - like financial statements, tax returns, or supporting documents. Just like procedure or checklist templates, they work best when tailored to the type of jobs your firm usually performs.
The goal is to capture the core schedules you’d usually create, without overcomplicating the template with edge cases or one-off items.
💡 Tip: It’s best to start with a general-purpose template per job type and adjust it over time. Avoid getting too specific in the beginning - focus on what’s common, expected, and helpful to have in every job of that type.