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Before you start

You need access to the client whose filing you are recording. Have the actual filing acknowledgement or other evidence in hand: this is a status register, not a submission to a government portal. A due date shown here is not proof that a return has been filed. Check the source deadline and any applicable extension independently before acting.
1

Find the filing

Open Compliance calendar. Set View to Agenda to browse a month or List to work in a date window. Search for a client or filing and narrow the list with Status and Type. If a filing is missing, check the client profile, the date window and your client access. Agenda also shows recorded GST notice reply, hearing and appeal dates: use Open to inspect a notice, rather than treating it as a filing row in List.
2

Open the filed form

On the filing row, open the actions menu and select Mark filed… (or Edit filing… for a filed row). For several rows in List, select them and choose Mark filed…; the same date, reference and note will be applied to every selected filing. Check the selection before saving. For an AGM row, the action is Record AGM held: this records when the meeting was held, not a government filing.
3

Enter the recorded result

Complete the fields below, then select Mark filed (or Record AGM held). A saved row changes its calendar status; editing it updates that recorded result. If the form reports an error, correct the indicated input and save again. Keep the acknowledgement separately as evidence.
4

Handle a filing that does not apply

If the filing truly does not apply to that client and period, use Not applicable in the row’s actions menu instead of marking it filed. List also offers a bulk Not applicable action; review all selected rows first. This changes the register’s status, not an external portal.
If a save is refused, read the error displayed in the form; do not assume a status changed. Reopen the filing to check the date and reference. The calendar reflects your team’s entries and does not file a return on your behalf.

One client’s calendar

To see one client’s filings, open the client, choose Compliance, then Calendar. Owners see it for every client; Managers and Preparers for clients they are assigned to. It is the same calendar with the same View, filters and row actions as above, limited to this client, so the client column is not shown. Above the filings, a summary row lists the profile facts the filings were derived from: Tracked from (when set), Incorporated, TAN, Tax audit, GST turnover, Salary TDS, EPF, ESI, Professional tax, LWF, DPT-3, MSME-1 and Auditor appointment. A missing filing is almost always a missing profile fact: if a fact reads not recorded or no when it should not, correct it with Edit profile on the client page (Owners, and Managers on their assigned clients) and the calendar follows. Warning lines below the summary explain state levies that have no rows:
  • “Professional tax is not levied in <state>.” or “Labour welfare fund is not levied in <state>.” — nothing to track.
  • ”… is levied in <state> — due dates unconfirmed, track manually.” — Pragma does not schedule it; keep your own reminder.
  • ”…: add a GSTIN or state code to schedule it.” — the client’s state is unknown; add it on the profile.
Directors’ KYC dates for the client are kept on the Directors tab; see Keep the board and prepare ROC forms.

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.