Japneet S & Associates - Compliance Calendar Guide

This guide is an internal planning reference to help teams build a practical compliance calendar.
Applicable due dates vary by entity type, registration profile, turnover, employee strength, and the latest government notifications.
Always confirm deadlines from the relevant portal, circular, or advisor before acting.

Suggested monthly cadence:
1) Close bookkeeping and bank reconciliations with a fixed cut-off.
2) Review purchase, sales, payroll, and expense ledgers for posting gaps.
3) Prepare GST working papers and mismatch trackers before filing.
4) Review TDS deductions, challans, and return preparation status.
5) Lock payroll inputs, validate statutory applicability, and archive evidence.
6) Update the management reporting pack with variance commentary and action items.

Suggested quarterly cadence:
1) Review advance tax estimates and cash-flow planning.
2) Revisit board, shareholder, and ROC filing calendars where applicable.
3) Validate vendor/customer balance confirmations and unresolved reconciliations.
4) Review open notices, assessments, or follow-ups requiring management action.

Suggested annual cadence:
1) Plan statutory audit, tax audit, and financial statement timelines early.
2) Refresh accounting policies, internal control notes, and compliance checklists.
3) Validate year-end schedules for fixed assets, provisions, receivables, payables, and statutory balances.
4) Prepare documentation for income tax return filing and annual secretarial obligations.

Recommended operating controls:
- Maintain maker-checker review before every filing or submission.
- Use owner names, due dates, and internal buffer dates for each task.
- Keep acknowledgements, challans, and working files in a shared archive.
- Track escalations separately so nothing rolls over silently.

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