Setting Up Filing Rules for a Registration
Filing rules tell Equipath when a filing is required and how to calculate the next due date.
Accessing Filing Rules
- Navigate to the entity's Registrations tab.
- Click Edit on the registration you want to configure.
- Select the Filing Rules step in the registration wizard.
Filing Rule Fields
| Field | Description |
|---|---|
| Filing Name | A descriptive name (e.g., Annual Report). |
| Frequency | How often the filing occurs (Annual, Quarterly, Monthly). |
| Due Date Method | How the due date is calculated (e.g., 90 days after fiscal year end). |
| Filing Fee | The cost associated with this filing, if any. |
| Notes | Internal notes for your team. |
Generating Filing Instances
Once a filing rule is saved, Equipath automatically generates filing instances for the current and upcoming periods. These appear in the Compliance tab.
Editing Existing Rules
To change a filing rule's frequency or due date method, edit the registration and update the rule. Existing filing instances will not be retroactively changed — only new instances will reflect the updated rule.