Help center · Clients & compliance
Track compliance deadlines
Use the Compliance dashboard for portfolio-wide VAT, PAYE, CIPC, and BEE monitoring.
The compliance calendar tracks canonical South African obligations per client: SARS (VAT, PAYE, Income Tax), CIPC (Annual Returns, Beneficial Ownership), Labour, and BEE.
- Open Dashboard → Compliance for a portfolio view with filters by status.
- Open a client → Compliance tab to edit due dates, status, and linked documents.
- Statuses include compliant, action required, critical, and not applicable.
- Uploading or approving relevant documents can roll due dates forward automatically.