Compliance Calendar
The Compliance Calendar provides a visual, date-based view of all your obligations — making it easy to spot busy periods, upcoming deadlines, and overdue items at a glance.
Accessing the Calendar
Navigate to Compliance Calendar in the sidebar (under Overview).
Calendar Views
Month View
Displays obligations on a monthly calendar grid. Each day shows:
- Colour-coded dots for each obligation
- Count of obligations due that day
- Click a day to see the full list
Colour Coding
| Colour | Meaning |
|---|---|
| 🟢 Green | Filed/completed on time |
| 🟡 Yellow | Approaching (within 7 days) |
| 🟠 Orange | Due today |
| 🔴 Red | Overdue |
| ⚪ Grey | Not yet started (future) |
Filtering the Calendar
- By entity — show only one entity's deadlines
- By obligation type — e.g. only VAT returns
- By assigned user — show only your deadlines
- By status — show only overdue items
Calendar Actions
Click on any obligation in the calendar to:
- View full obligation details
- Update the status (e.g. mark as "In Preparation")
- Navigate to the entity detail
- Download attached documents
Busy Period Planning
The calendar is especially useful for identifying peak periods:
| Period | Typical Deadlines |
|---|---|
| End of month | VAT201, EMP201 |
| Filing season (Jul-Nov) | ITR12, ITR14 |
| February | IRP6, Year-end for many entities |
| October | EMP501, IT3 |
Pro Tip
Use the calendar at the start of each week to plan your team's workload. Sort by "assigned to" to balance obligations across account managers.