Overview
The Filings module helps you manage regulatory compliance requirements. Track filing deadlines, amounts, regulations, and how often each filing is due.
Summary Counters
The badge next to the Filings heading shows how many filings you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All filing records |
| Pending | Filings that have not been filed yet |
| Due This Week | Filings due in the current week |
| Overdue | Filings whose due date has passed without being filed |
| Total Amount | Sum of all filing amounts (₹) |
The counter you are viewing is underlined — Total by default.
Table Columns
| Column | Description |
|---|---|
| Title | The name of the filing |
| Priority | How urgent the filing is (e.g., Low) |
| Due Date | When the filing is due |
| Status | For example Pending until the filing is done |
| Amount | The filing amount (₹) |
| Regulation | The regulation the filing is for, or None |
| Frequency | How often the filing is due (e.g., Monthly) |
| Attachment | Uploaded documents, or – if none |
| ⋮ (three dots) | Actions for that record |
Tip: Use the Search here box to quickly find a filing, or the filter icon at the far right to narrow the list.
Adding a New Filing
- Navigate to Renewals > Filings in the sidebar
- Click the + button at the top right
- Fill in the New Filings form
Form Fields
Basics
| Field | Required | Description |
|---|---|---|
| Title | Yes | The name of the filing |
| Select Type | Yes | The kind of filing |
| Due Date | Yes | When the filing is due |
| Amount | Yes | The filing amount (₹) |
| Description | No | Any extra detail about the filing |
Provider
Consultant Name, Consultant Email, and Consultant Contact for the person who files on your behalf — all optional.
Regulation
| Field | Required | Description |
|---|---|---|
| Regulation Name | Yes | Name of the regulation or compliance requirement |
| Regulation Type | Yes | Category of regulation |
| Authority | No | Regulatory authority (e.g., Government, Tax dept) |
| Requirement ID | No | Official requirement/reference number |
| Select Frequency | Yes | How often the filing is due (e.g., Monthly) |
| Window Start / Window End | No | Filing window dates |
| Filing Portal URL | No | Link to the official filing portal |
| Penalty / day | No | Penalty charged per day for late filing |
| Max / Penalty | No | The highest penalty that can be charged |
Setting Up Reminders
- Send Reminder Before — Select how long before the due date to send the reminder
- Repeat — Toggle to repeat the reminder at regular intervals
- Send Reminders Through — Tick one or more channels: Email, SMS, WhatsApp
Attaching Documents
Upload supporting documents by clicking Choose Files or dragging the file into the attachment area.
Saving the Filing
Click Save to save the filing, or Cancel to leave without saving.
Important: Always verify the Filing Portal URL and due dates against the official regulatory website. Late filings can incur significant daily penalties.