The Compliance calendar gives you a unified view of every filing obligation across all your entities and jurisdictions.
Accessing the calendar
Click Compliance Calendar in the sidebar to open it.
What you’ll see
The calendar displays all compliance items organized by due date. For each item, you can see:
- Entity name — which entity the obligation belongs to
- Filing type — what needs to be filed (annual report, tax return, etc.)
- Jurisdiction — where the filing is due
- Due date — when it must be submitted
- Status — current progress (not filed, under filing, filed, etc.)
- Assigned to — who is responsible for the filing
Filtering and sorting
You can filter the calendar by:
- Entity — view obligations for a specific entity
- Status — show only items that are not yet filed, or only completed items
- Date range — focus on a specific time period
Taking action
From the compliance calendar, you can:
- Update status — mark a filing as under filing, filed, or completed
- Create a service request — get professional help with a filing by creating a service request
- View details — click any item to see its full details, history, and attached documents
- Request an extension — if available, file for an extension on the deadline
Check your compliance calendar weekly to stay ahead of upcoming deadlines. Items approaching their due date will be highlighted.
