Skip to main content

Calendar

Overview​

The Calendar View provides a visual representation of your filing deadlines. It displays all your filings on a calendar, making it easy to see at a glance what your upcoming compliance obligations are across all entities and jurisdictions.

The calendar will be populated with all of your filings. If there are multiple filings due on the same day, hover over the filing to see a list view of all the filings due. From this list view you will be able to manage filings through the filings modal. This includes supplying supporting documentation, approval of filings and viewing draft returns.

The calendar allows a monthly view, with selection of both month and year as an option for easy navigation between periods.

tip

Use the Today button to navigate immediately to the current date and save time

All the native filtering of entity and taxable jurisdiction allow for detailed drill downs of filings. There are additional options to filter for Filing Type and Filing Status to get the exact filings you are looking for

Key Features​

Filing Indicators​

Each filing on the calendar shows:

Interactive Features​

  • Click any filing to open the filing modal
  • Hover for quick preview of filing details

Using the Calendar for Planning​

Monthly Planning Process​

  1. Review upcoming deadlines at month start
  2. Identify filings requiring data upload (see Upload Process)
  3. Plan for client review periods
  4. Schedule portal submissions with filers (see Filing Method)
Calendar Best Practices

Quick Navigation​

Configuration​