Modules & featuresUpdated 8 Sept 20266 min

Your compliance calendar

Every GST, TDS and income-tax date in one place — stream, day, 3-day, week or month — with the rule each date came from beside it. What a hollow “Not yet sourced” dot means and why it is honest, how filters and the shareable link work, how the nightly reminders work, where the calendar gets its facts about you, and which plans carry it.

Business ownerAccountant

The Compliance calendar is every date this business must attend to (GST, TDS and TCS, income tax, and the company-law and licence layers as they are published) in one place, with the rule each date came from beside it. It is built for one question: what do I owe next, and what did I miss?

The stream: today in the middle, the past above, the future below, and a source chip on every obligation (desktop view)
The stream: today in the middle, the past above, the future below, and a source chip on every obligation

The five views, and when to use each

There is one list and five ways of looking at it. Nothing you switch to fetches anything the others do not already have, so a filter you set stays set as you move between them.

  • Stream: the default. A scrolling agenda with today in the middle: scroll up into the past, down into the future. Days with nothing due still get a thin header, because an empty day is information. When today scrolls off the screen, a Today chip brings it back. Use it for the daily question of what is next.
  • Day: one day, whole. Every item with its source, its authority and who has to sign, and the state spelled out in words at the top (“3 due, 1 overdue, 2 not yet sourced”), so a colour is never the only signal. The ← and → keys walk to the day before and after. Use it when you are sitting down to actually do the day's filing.
  • 3-day: three columns with today in the centre. The phone-first view of what is imminent.
  • Week: Monday to Sunday, dots and counts per day; tap a day to open it. Use it on Monday morning to plan the week.
  • Month: the grid. Up to three dots a day, ordered by urgency, and a hollow dot for a date that is not yet sourced; tap a day to open it in the Day view. Use it for orientation (what does October look like), not for working.
The month at a glance: up to three dots a day by urgency, a hollow one for a date not yet sourced (desktop view)
The month at a glance: up to three dots a day by urgency, a hollow one for a date not yet sourced

What the colours and the hollow dot mean

Overdue and due-today items are marked in red, due-soon in amber, and anything further out in blue. A grey, hollow dot (and, on a row, the words Not yet sourced where the date would be) means the obligation applies to you, and Finocket does not yet have a published rule to date it from.

Every date on this calendar comes from a rule that a chartered accountant has signed off, with the government sentence it was read out of kept beside it in the source chip you can tap on any row. No date is worked out on the screen, and nothing is typed in as a stand-in. So until a rule for an obligation is published, the calendar says so in those words instead of guessing a day and letting you plan around a guess. A date on the calendar is one you can check, source and all.

The unsourced items are never dropped to make the calendar look tidier: every view keeps them in a Not yet sourced group of their own, the Day view counts them in its summary, and the Month grid lists the undated obligations below the grid.

If you want the longer version of why Finocket works this way, Where a tax figure comes from is the guide.

One day, whole: every obligation with its source, and the state in words (due, overdue, not yet sourced) (desktop view)
One day, whole: every obligation with its source, and the state in words (due, overdue, not yet sourced)

Filters, and the link you can share

The filter bar above the views narrows all five at once. You can narrow by kind (obligations, reminders, alerts, activity), by layer (GST, TDS and TCS, income tax, and the rest), by status, and by period (a single month, a quarter, or a whole financial year). Pick a month and the stream scrolls within that month only; pick a financial year to plan further out.

If you run more than one registration, a Registration filter appears so you can look at one company at a time or all of them together. Each company's own facts live under Settings → Business Details; see Run more than one company under one login.

Your choices live in the address bar. Copy the link and whoever opens it (your CA, a partner) sees exactly the view you are looking at, filters and all. If part of a link no longer makes sense, the calendar falls back to showing everything for that part and names what it ignored at the top, so a shared link never lands on a silently empty screen.

Reminders

Once a night, Finocket looks at every obligation on your calendar and decides whether tonight is a night to remind you: roughly a month out, a week out, the day before, and again once a date has passed. Each reminder goes through your notification settings (the channels you keep on for the compliance category, and the hours you allow), so nothing arrives on a channel you turned off or at an hour you asked it not to. Open Settings → Notifications to change either.

A reminder is only ever sent for a date with a source. An obligation that reads Not yet sourced has no distance to measure, so no reminder is sent for it rather than one built on a guessed date. Each reminder is sent once; running the check twice on one night does not send it twice.

Activity rows

Alongside the obligations, the calendar shows what has already happened: actions taken in the workspace, approval decisions you or your team made, and the compliance reminders that were actually delivered to you. These appear as Activity rows on the day they happened, in the past tense, marked done. Activity goes back the last ninety days from today, and the calendar says so in a line at the top of the past. An activity row never generates a reminder, because it is a record, not an obligation.

The payroll layer

PF, ESI, professional tax and labour-welfare contributions are tracked in ashr.work, the people side of the same product family. The calendar shows Payroll as a read-only layer that links out to it and dates nothing here, because only one product is the source of truth for a date. The payroll filter therefore shows no rows, and the bar above the list explains why.

A payroll run itself posts into these books as one journal entry. See how Finocket and ashr.work connect for the wider picture.

When a source could not be read

The calendar reads from several places: the due-date rules, your GST profile, reminders, activity. If one of them cannot be read, it is named in a line at the top of the list rather than left out, so a short list is never mistaken for an empty one. If no GST profile is set for the workspace at all, the calendar says so and points you at where to add one.

Where the calendar gets its facts about you

Which obligations apply to you comes from what you have told Finocket about the business: your GST registration and filing preference, your TAN, the company type, the incorporation date and the rest of the entity facts. All of it is entered under Settings → Business Details. A fact you have not entered is treated as “nobody said”, never as a default, so if an obligation you expected is missing, that screen is the first place to look.

Which plans carry it

The calendar is included with Growth and every plan above it. On a smaller plan the calendar still opens and still shows every date; a short note above the filters says which plan carries it, and nothing on the screen is switched off. The public page for the calendar names the same plans, read from the plan ladder itself rather than typed, so the two can never disagree.

Does this work offline?

Frequently asked questions

What does “Not yet sourced” mean on the compliance calendar?

The obligation applies to you, but no published, CA-signed rule dates it yet. Every date on the calendar is read from such a rule with its source beside it; until one exists the calendar says so instead of guessing. Nothing is broken, and no reminder is sent for an unsourced date.

Which view should I use?

The stream for the daily question (what is next), Day when you sit down to do the filing, 3-day on a phone for what is imminent, Week to plan the week, Month for orientation. All five show the same list, so a filter set once stays set.

Can I send my CA exactly the view I am looking at?

Yes. Filters and the view live in the address bar, so copying the link shares the exact view. If part of a link no longer makes sense, the calendar shows everything for that part and names what it ignored.

Why does the payroll layer show nothing?

PF, ESI, professional tax and labour welfare are tracked in ashr.work. The calendar shows payroll as a read-only layer that links out and dates nothing here, so one product is the source of truth for a date.

An obligation I expected is missing — where do I look?

Settings → Business Details. Which obligations apply comes from what you have entered there — GST registration, filing preference, TAN, company type, entity facts. A fact you have not entered is treated as nobody said, never as a default.

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