Filing lifecycle
A typical compliance filing moves through these stages:Not filed
The obligation has been identified but work hasn’t started. Commenda assigns this status to newly generated compliance items by default.
Under filing
Someone is actively working on the filing. This could be your team, your accountant, or a Commenda service provider.
Updating a filing’s status
- Navigate to Compliance Calendar or go to the entity’s compliance tab.
- Click on the compliance item you want to update.
- Change the status using the status dropdown.
- Add any notes or attach relevant documents.
Working with your advisor
If you have an advisor or accounting firm connected to your Commenda account, they can update filing statuses on your behalf. You’ll see their updates reflected in your compliance calendar with a full audit trail of who made each change.Extensions
Some filings allow you to request an extension. If an extension is available, you’ll see an Extension option on the compliance item. Extensions create a new deadline but the original obligation remains tracked.Audit trail
Commenda records every status change with:- Who made the change
- When they made it
- The previous and new status
- Any notes or documents attached