Compliance Calendar

The Compliance Calendar provides a visual, 7-day rolling schedule of all statutory and internal firm deadlines.

Using the Calendar

When you open the calendar, you will see tasks color-coded by urgency:

• Red: Overdue or due today. High priority.
• Amber: Due within the next 3 days.
• Blue: Due later in the week.

If you have connected Companies House and HMRC, statutory deadlines (like Annual Accounts and VAT periods) are synchronized automatically.

Identifying Blockers

A key feature of the Complyax calendar is its ability to highlight Blockers. If a task is stalled because the client hasn’t provided the necessary receipts, the calendar entry will be flagged with “Awaiting Records”. This prevents your accountants from wasting time opening a file they cannot actually work on yet.

Creating Custom Deadlines

In addition to automated statutory dates, you can add internal firm deadlines:

1. Click the Add Deadline button on the Calendar page.
2. Select the related client.
3. Choose the target date and provide a description (e.g., “Review Q3 Payroll”).
4. The deadline will now appear in your firm’s schedule.