The compliance calendar shows your own deadlines. If you file returns for clients, Client filings tracks theirs.
Start tracking a client
Open the client and find Their filings, then Track:
- Choose what they file: sales tax returns (GST or VAT), TDS, payroll, income tax, company filings and, in India, MSME returns.
- Say whether they're registered, whether they file GST quarterly (QRMP) in India, and whether they have employees.
- Choose who usually does them.
Their filings appear from your country's calendar, period by period.
Client filings page
Go to Compliance → Client filings. Each month shows every tracked client's filings:
- Set the status: to do, in progress, filed, or not needed. Filed records today's date.
- Enter the acknowledgement or ARN.
- Change who's doing it.
- Tick several and click Mark filed to file them in one go.
Filter by status, filing type or person, and use Mine to see your own. The overdue count includes earlier months, so nothing slips.
The person doing a filing is reminded in the app 3 days before and on the due date. Turning tracking off for a client, or an area, removes only future filings nobody has started; filed ones are kept.