Overview
The Filings module helps you manage regulatory compliance requirements linked to your assets. Track filing deadlines, penalties, regulation types, and frequencies.
Summary Cards
- Total Filings Value — Sum of all filing amounts
- Penalty — Total penalties accrued for missed filings
- Due This Week — Number of filings due this week
- Total Filings Amount — Total monetary value
Adding a New Filing
Form Fields
Basics
Title, Type (dropdown), Due Date, Description, and Amount.
Provider
Consultant Name, Email, and Contact for the filing service provider.
Regulation
| Field | Description |
|---|---|
| Regulation Name | Name of the regulation or compliance requirement |
| Regulation Type | Category of regulation |
| Authority | Regulatory authority (e.g., Government, Tax dept) |
| Requirement ID | Official requirement/reference number |
| Frequency | Monthly, Quarterly, Half-Yearly, or Yearly |
| Window Start / End | Filing window dates |
| Filing Portal URL | Link to the official filing portal |
| Max Penalty/Day | Penalty per day for late filing |
Important: Always verify the Filing Portal URL and due dates against the official regulatory website. Late filings can incur significant daily penalties.