Compliance Templates
Compliance Templates automate the creation of obligations. Instead of manually creating each obligation for every entity, you define a template once and then generate obligations in bulk.
Accessing Templates
Navigate to Settings → Compliance Templates tab (Principal access required).
Pre-Built Templates
Atlas includes South African compliance templates:
| Template | Obligations Generated |
|---|---|
| Standard Company | ITR14, CIPC AR, VAT201 (monthly), EMP201 (monthly), EMP501, IRP6 |
| Close Corporation | ITR14, CIPC AR, VAT201, EMP201, EMP501 |
| Trust | ITR12T, VAT201 (if applicable) |
| Individual (Tax) | ITR12, IRP6 |
| VAT Only | VAT201 (monthly or bi-monthly) |
| Payroll Only | EMP201 (monthly), EMP501 |
Creating a Custom Template
- Click + New Template
- Enter:
- Template Name — descriptive name
- Entity Types — which types this applies to
- Obligations — list of obligation types to generate
- Default Assignee Rule — assign to Account Manager or specific user
- For each obligation, configure:
- Type — VAT201, ITR14, etc.
- Frequency — Annual, Monthly, Quarterly, Bi-annual
- Due Date Rule — e.g. "25th of following month" or "12 months after year-end"
- Click Save Template
Generating Obligations
- Select a template
- Click Generate
- Choose:
- Entities — which entities to generate for
- Period — date range (e.g. 2026 tax year)
- Review the preview — see what will be created
- Click Confirm
Atlas creates all obligations and assigns them according to the template rules.
Template Management
| Action | Description |
|---|---|
| Edit | Modify template configuration |
| Duplicate | Copy a template to create a variation |
| Archive | Deactivate a template (keeps historical usage) |
| Delete | Permanently remove |
Year-End Setup
At the start of each tax year, use templates to generate all obligations for all your entities at once. This typically takes seconds and saves hours of manual work.