Compliance Calendar

See every due date for every client in one place.

• How do I create a client’s compliance calendar?Open Compliance Calendar, click Create calendar, choose an existing client and type a financial year such as 2026-27. DueFiler then adds all the due dates.
• How do I see all clients’ due dates in one place?Open Compliance Calendar. The four boxes at the top show what is overdue, due soon, due this month and without an owner. Use List or Month view to look closer.
• How do I turn a due date into a task?In the Compliance Calendar, open the three-dots menu on a row and click Create Task. DueFiler makes the task and keeps the due date and the responsible person.
• How do I keep Acts and Rules up to date?Open Master Data & Templates, then Acts & Rules. Add Acts, chapters and compliance items. A changed rule reaches a client’s calendar only after you create that year’s calendar again.