How to Build a Compliance Calendar for Your CA Firm

A compliance calendar is the backbone of any organized CA firm. It lists every filing deadline for every client across GST, ITR, TDS, ROC, FSSAI, and other regulations — giving your team a clear roadmap of what needs to be done and when.

What Goes Into a Compliance Calendar

GST returns (GSTR-1, 3B, 9, 9C) — monthly/quarterly. ITR filings — annual with different deadlines per category. TDS returns — quarterly. ROC forms — event-based and annual. FSSAI renewals and returns. DSC renewals. Advance tax installments. Audit deadlines.

Manual vs Automated

A manual calendar in Excel works for 20-30 clients. Beyond that, the number of entries becomes unmanageable. An automated compliance calendar generates entries based on client profile — entity type, GST registration status, audit applicability — and assigns deadlines automatically.

KaryiQ Compliance Module

KaryiQ Practice auto-generates compliance entries for every client based on their profile. The dashboard shows upcoming deadlines, overdue filings, and pending work — filterable by staff member, client, and module.