How do I keep Acts and Rules up to date?

What Acts and Rules are

Acts and Rules is your firm’s list of laws and the filings under them. DueFiler uses it to build each client’s compliance calendar. Companies Act, GST and Income-tax items are already there.

Add an Act

1. Click Master Data & Templates and open the Acts & Rules tab.
2. Click + Add Act / Regulation.
3. Type a short Code and the Name. You can add the citation and a short description.
4. Click Save.

Add a chapter or a compliance item

1. Click the Act’s name to open its page.
2. To group items, click + Add Rules / Chapter, type the name and save.
3. To add a filing, click + Add Compliance Item.
4. Type the Description, the Statutory Due text, the Form and the Frequency. Set the due-date rule.
5. Click Save.

When you change a rule

A change does not update calendars you have already created. This keeps your existing dates safe.

1. Open the client’s Compliance Calendar tab.
2. Delete that year’s calendar, or delete only the item you changed.
3. Create the year’s calendar again, or click Sync from Master Data & Templates.