How to Refile with a Due Date Override

Sometimes a jurisdiction grants an extension or you need to correct a due date. Equipath supports manual due date overrides when filing.

Steps

1. Open the Filing you want to update from the Compliance tab.
2. Click Edit Filing (pencil icon).
3. In the filing dialog, scroll to the Next Due Date section.
4. Select Manual for the due date method.
5. Enter the correct due date.
6. Provide a reason for the override (required for audit trail).
7. Click Save.

When to Use This

• Your jurisdiction granted a filing extension.
• The calculated due date is incorrect due to a holiday or rule change.
• You are entering a historical filing with a non-standard due date.

Impact on Future Filings

When you use a manual due date, the next filing period will be calculated from this overridden date rather than the standard schedule. The reason you provide is stored for audit purposes.

Warning: Only use due date overrides when you have documentation to support the change. Unexplained overrides may create compliance gaps.