Understanding the Compliance Calendar

The compliance calendar gives you a bird's-eye view of all filing deadlines across your entities and jurisdictions.

What You See

• Red items: Overdue filings that need immediate attention.
• Yellow/orange items: Filings due within the next 30 days.
• Blue items: Upcoming filings that are not yet due.
• Green items: Completed (Filed) filings.

Navigating the Calendar

Use the month/year controls to move forward and backward in time. You can also switch between Table and Calendar views using the toggle at the top of the Compliance tab.

Filtering

In Table view, you can filter by:

• Status
• Jurisdiction
• Registration type
• Year

Clicking a Filing

Click any filing in the calendar to open its detail view, where you can update the status, add notes, or attach documents.

Tip: Use the compliance calendar at the start of each month to identify all upcoming deadlines and assign them to your team.