Help centre / The compliance board

The compliance board

Every filing every client owes, by urgency, with the law behind each date.

In the workspace: Board

1. Filings are grouped as overdue, this week, this month and later. Each row names the client, the period, the due date and the provision it comes from.
2. Filter by who owns the work, by client or by kind of filing. 'Mine' shows only your own.
3. Mark a filing as filed and record the acknowledgement number; mark it not applicable with a reason.
4. When the government extends a date, enter the notification once under Settings → Due date extensions. Every matching filing moves.

Nothing on the board is typed in. Correct a client's registration and the board corrects itself.

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