> ## Documentation Index
> Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the compliance calendar

> Find client filing dates, switch between the agenda and list, and record a filed return.

![Compliance calendar agenda or list with its View selector highlighted](https://help.pragmachartered.com/images/compliance/calendar.png)

## 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.

| Field | What to enter |
| - | - |
| **Filed on** / **Held on** | Required date of the actual filing or AGM. The form initially shows today (or the previously recorded date on an edit) and does not accept a future date. For AGM, the recorded **Held on** date is used to count AOC-4, MGT-7 and ADT-1 dates. |
| **Reference** | Optional ARN, SRN or challan number from the acknowledgement, up to 64 characters. A bulk action copies the same reference to every selected row. |
| **Note** | Optional context for your team, up to 500 characters; a bulk action copies it to every selected row. |

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

![A client's Compliance › Calendar tab with the profile summary row above the filings](https://help.pragmachartered.com/images/compliance/client-calendar.png)

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](https://help.pragmachartered.com/compliance/roc-and-directors.md).

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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