Help centre / Risks, policies & compliance / Never miss a filing date
Never miss a filing date
The compliance calendar holds your filing deadlines, AGM, insurance renewals and other governance dates. Anything overdue shows in red. Mark an item done and, if it recurs, next year's item appears automatically. Charity Commission deadlines are pre-filled from the register.
Most charity compliance problems aren't wrongdoing. They're a date nobody was watching. The compliance calendar puts your filing deadlines and governance dates in one place, and anything overdue turns red so it can't hide.
Add a date
- Go to Governance, then Compliance calendar.
- Choose New item.
- Give it a Title, for example "public liability insurance renewal".
- Pick a Kind and a Due date.
- Add any Detail, such as where the paperwork lives or who handles it.
- Set a Recurrence if the date comes round again (quarterly, annual or every two years).
- Choose Create item.
When a date is done
Open the item and mark it done. You can record the date you completed it, add a short note, and attach evidence such as certificates or receipts. If the item recurs, the next occurrence is created for you automatically, anchored to the same date next time round. Completed items tuck away out of sight, and you can show them again whenever you want the full history.
Dates we fill in for you
You don't need to add these yourself:
- Your Charity Commission annual return deadlines come straight from the Commission's public register, and update if the register changes. See pre-fill your annual return.
- Renewal dates from your insurance register appear here too.
Common questions
We're catching up on a backlog. Will marking old items done flood us with overdue ones? No. When you complete a recurring item late, the next occurrence is always set in the future, never already overdue.
Can a calendar item become a board decision? Yes. Open the item and raise it for a decision, and it lands on your trustees' list. An AGM item can create the meeting itself directly.
The governance behind this: our free guide on charitycontrol.org explains the why in plain English.