Compliance & Deadlines
The Compliance Calendar is one of the most valuable features for a solo practitioner. It automatically generates and tracks SARS and CIPC deadlines for every client, ensuring you never miss a filing date or payment due date.
How It Works
When you add a client with a specific entity type, AtlasOS automatically creates the applicable compliance obligations:
| Entity Type | Auto-Generated Obligations |
|---|---|
| Company (Pty) Ltd | VAT eFiling, PAYE Filing, PAYE Payment, Provisional Tax 1 & 2, ITR14, CIPC Annual Return |
| Individual | ITR12, Provisional Tax 1 & 2 |
| Close Corporation | VAT eFiling, PAYE Filing, PAYE Payment, ITR14, CIPC Annual Return |
| Sole Proprietor | ITR12, VAT eFiling (if VAT-registered) |
| Trust | ITR12T, Provisional Tax (if applicable) |
Deadlines are calculated based on the client's financial year-end, registration dates, and SARS-prescribed filing periods.
The Calendar View
Navigate to the Compliance Calendar from the Work section of the sidebar. The calendar shows:
- Monthly view — all deadlines for the selected month, colour-coded by status.
- Weekly view — a focused view of the current and upcoming week.
- List view — a sortable, filterable list of all upcoming deadlines.
Status Indicators
| Status | Colour | Meaning |
|---|---|---|
| Upcoming | Blue | Deadline is in the future, no action yet |
| Due Soon | Amber | Deadline is within the configured warning period |
| Overdue | Red | Deadline has passed without completion |
| Complete | Green | Filing or payment has been submitted/made |
Filtering and Prioritisation
Filter the calendar by:
- Client — see all deadlines for a specific client.
- Obligation type — e.g. show only VAT deadlines.
- Status — e.g. show only overdue items.
- Date range — focus on a specific period.
The Focus view (your landing page) automatically surfaces the most urgent compliance deadlines.
Task Workflows for Return Preparation
Each compliance deadline can be expanded into a task workflow:
- From the compliance calendar, click a deadline.
- Select Create Task to generate a preparation task.
- The task includes a checklist relevant to the obligation type:
- For VAT: Reconcile VAT, prepare return, submit on eFiling, record submission.
- For PAYE: Reconcile payroll, calculate PAYE, submit EMP201, record payment.
- For ITR14: Prepare financial statements, complete tax computation, submit return.
- As you complete each checklist item, progress is tracked.
- When the final item is complete, the compliance deadline is automatically marked as done.
Deadline Alerts
AtlasOS sends alerts as deadlines approach:
- Email reminders — configurable advance notice (e.g. 7 days, 3 days, 1 day).
- Focus view — deadlines appear in your landing page with increasing urgency.
- AI Agent reminders — if AI Agents are configured, they can proactively remind you of upcoming obligations.
SARS eFiling Integration
For SARS-related obligations, AtlasOS tracks the submission status. You can record:
- Submission date and confirmation number.
- Payment date and reference (for payment-type obligations).
- Any penalties or interest assessed.
This creates an audit trail for each client's compliance history.