--- title: "Close Windows, Filing Deadlines and Board Dates on One Year" description: "Finance registers, board and audit calendars and statutory feeds in a Microsoft 365 year view, so the CFO sees close windows, filings and board dates in order." url: https://www.virtosoftware.com/use-cases/cfo-close-reporting-calendar/ language: en-US last_modified: 2026-10-22T00:00:00+02:00 translations: de: https://www.virtosoftware.com/de/use-cases/cfo-close-reporting-calendar/index.md --- # Close Windows, Filing Deadlines and Board Dates on One Year Overlay finance registers, board and audit calendars and statutory feeds in one Microsoft 365 year view, so the CFO sees close windows, filing deadlines and board dates in sequence — without a second finance calendar. Available at: SharePoint Microsoft Teams Microsoft Azure Illustrative September in a calendar: the audit committee meeting overlaps a statutory filing deadline, and the overlap is marked. Trusted by Industry Leaders Warner Bros. Disney Sony UC Berkeley Motorola Teck Resources US Treasury University of Pittsburgh NASA Stockholms Stad FedEx Zespri and over 8,000 businesses worldwide ## A Governed Finance Year for the CFO Overlay the finance registers, board and audit calendars and statutory feeds your teams already keep, so the sequence from close to filing is read on one year — without a second finance calendar. Quarter ### One quarter of the governance chain, with the delegation bands #### Statutory dates alongside the plan Filing deadlines and audit checkpoints sit on the same quarter as budget direction and board effectiveness reviews, so the CFO reads statutory pressure and governance timing together. #### Approval thresholds in context Delegation-of-authority bands — capital expenditure, contract signing, payment release, write-offs — are drawn where they fall in the year, not kept in a separate policy document. The amounts on the frame are an example configuration. #### The feed's own description A deadline from the statutory feed keeps the description it was published with, so the entry explains itself without a lookup — and nothing on the calendar can move it. ![Year Quarter view, Q4 2026, of a CFO close and governance calendar: an extraordinary control incident review, payment and sanctions checks, an extended IRS filing deadline, FX and liquidity reviews and year-end audit planning in October and November, and delegation-of-authority bands for capital expenditure, operating expenditure, contract signing, payment release and bad debt write-off in December, with an IRS deadline entry open showing its description from the feed](https://www.virtosoftware.com/images/use-cases/cfo-close-reporting-calendar/year-quarter.webp) Year Quarter — Q4 2026: the open entry is a tax deadline as it arrives from the statutory feed; December carries the delegation-of-authority bands by amount. Flat Year ### Twelve months of the close calendar side by side #### Three calendars, one column per month The finance register in SharePoint, the board and audit committee Group calendars and the statutory feed are overlaid, each in its own colour, so a crowded month shows which calendar filled it. #### The close cycle repeats in every quarter Evidence cutoff, audit review, board approval and filing recur quarter after quarter; Flat Year shows whether the preparation window between them survives in each one. #### Immovable dates stay immovable A statutory deadline is drawn from a read-only feed and cannot be edited from the calendar, so the flexible dates are planned around the fixed ones. ![Flat Year view, January to December 2026, days 1 to 19, of a CFO close and governance calendar: IRS filing deadlines around the 15th of most months, FY2025 audit and board milestones in February, capital and strategic reviews in March, a Q1 finance milestone in April, half-year and H1 interim milestones in July and September, year-end reviews in November and December, and payment, remediation, payroll and liquidity entries of the governed finance calendar from August to October, each coloured by its source calendar, with the entry for an extraordinary strategic investment approval on 4 June open](https://www.virtosoftware.com/images/use-cases/cfo-close-reporting-calendar/flat-year.webp) Flat Year — January to December, days 1 to 19: filing deadlines in red, board and audit dates in green, the governed finance calendar in yellow, one column per month. Month ### A month of close controls and reviews #### Month for the preparation Month is the scale for preparing a committee meeting or a close: the controls, reviews and cut-offs of the four weeks around it. #### Colour by category, not by person Compliance, treasury, tax, reporting and audit categories from the finance register keep their colours, so a month-end block reads as a sequence of controls rather than a list of meetings. #### Read-only against the source The register, the board calendar and the feed are read where they live. The calendar shows when a control falls; it holds no evidence, no approvals and no obligation rules. ![Month view, September 2026, of a CFO close and governance calendar: H1 interim controls and results, a Q3 IRS estimate, an ERP close contingency check, liquidity, FX, covenant and interest rate reviews on 18 September, an ERP consolidation review, a Q3 performance and capex review, and credit, close contingency, capex authorisation, segregation of duties, transfer pricing and delegation-of-authority reviews at month end, with an extraordinary control incident review on 1 October and payment fraud and sanctions checks on 9 October; the category list of the governed finance calendar is open over Friday and Saturday, from Bad Debt / Write-off to Treasury, each with its colour](https://www.virtosoftware.com/images/use-cases/cfo-close-reporting-calendar/month.webp) Month — September 2026: the interim controls, the Q3 estimate and the month-end review block, drawn in the days they fall on; the open list shows the governed finance calendar's categories and their colours. ## Key benefits ### The governance chain on one year Evidence cutoff, audit review, board approval and statutory filing from three calendars in one Microsoft 365 view, quarter after quarter. ### Statutory dates from an authoritative feed Filing deadlines come in read-only from the feed that publishes them, with their own description, and cannot be moved from the calendar. ### Approval thresholds where they fall Delegation-of-authority bands and control checkpoints are drawn on the year, next to the close and board dates they govern. ### No second finance calendar The finance register, the board calendar and the feed stay where they are. Nothing is exported, re-entered or kept in sync by hand. ### Permissions from Microsoft 365 Each reader sees the registers and calendars they already have access to — the audit committee's dates are not a company-wide broadcast. ### Scales for the close and for the year Month for preparing a close or a committee meeting, Year Quarter for one reporting cycle, Flat Year for the whole governance year — same sources, same colours. ## When Virto Calendar App fits — and when it does not | Real-life scenario | Best fit | Why it works | | --- | --- | --- | | Close cycles, filing deadlines and board dates in one year — Finance keeps the close calendar, legal keeps the filings, the board keeps its own dates. | Virto Calendar App M365 | The three calendars are drawn together, so a crowded quarter is visible before commitments are made against it. Use the same app in Microsoft 365 or Microsoft Teams. | | The audit review and the filing deadline land in the same week — Each date is right in its own calendar; nobody sees the gap between them close. | Virto Calendar App M365 | Both are drawn on the same quarter, so a preparation window that has shrunk to nothing is visible before the audit committee is scheduled. | | Filing rules, control evidence and audit trails | A finance or compliance system | Virto Calendar App shows when statutory dates and control checkpoints fall. It does not calculate obligations, hold approval rules or store evidence — those stay in the system that owns them. | ## Related products Explore how our set of productivity tools can transform your task management - [Virto Calendar App M365](https://www.virtosoftware.com/microsoft-365/virto-calendar-overlay-app/): Consolidate events from SharePoint, Exchange, Google, and more into one calendar view for simplified planning. - [Virto Calendar App](https://www.virtosoftware.com/microsoft-teams/virto-calendar-app/): The same close, reporting and governance calendar inside Microsoft Teams, where the finance team already works. - [Virto Calendar On-Premises](https://www.virtosoftware.com/sharepoint/sp-calendar-web-part/): Overlay SharePoint finance registers and other calendar sources for the same year view in SharePoint On-Premises. ## Related use cases Discover our range of use cases to take your planning and coordination to another level ![Executive Annual Calendar](https://www.virtosoftware.com/images/use-cases/executive-annual-calendar.webp) ### Executive Annual Calendar Overlay approved strategic milestones, launches, board and QBR dates and annual targets by theme in one live annual calendar for the CEO and COO. ![Payment Calendar](https://www.virtosoftware.com/images/use-cases/payment-calendar.webp) ### Payment Calendar One shared payment calendar for a small finance team: due dates, recurring payments and bank holidays, color-coded by vendor or type, in a browser or in Teams. The payments run in your accounting system. ![Compliance & Regulatory Deadlines Calendar](https://www.virtosoftware.com/images/use-cases/compliance-regulatory-calendar-gov.webp) ### Compliance & Regulatory Deadlines Calendar Simplify compliance management with a Microsoft 365 calendar that centralizes deadline tracking, with email and Teams reminders from Virto Alerts & Reminder App.