Review everything an entity owes

The calendar shows tasks once they exist. The Obligations Overview answers the wider question: what is this company under, dated or not, and is any of it outstanding? Use it when you take over an entity, before a board meeting, or when its calendar looks too quiet.

Open the overview

1. Open the entity and choose Obligations Overview under Compliance in its sidebar.

   

2. The line under the title counts the duties in force, the open tasks and the overdue ones.

   

Read the scheduled duties

1. The Scheduled table lists every dated duty, soonest first, with its Next due date, when it was Last done and its Status. Up to date means nothing is outstanding against it.

   

2. A date marked Annual review is not a statutory deadline. The duty has no date in law, so IQ Entities sets a yearly check on the entity's incorporation anniversary so it is not forgotten.

3. Create beside a scheduled duty raises its next task now, before its reminder period opens. Use it when you want to start early. Where a task is already open, the button reads Open and takes you to it.

Read the event-driven duties

These are in force all the time and have no date. Each one starts when something happens, and the Starts when column says what.

1. Where a duty has open work, its status says how much. Click the chevron beside its name to see the open tasks under it.

   

2. Each open task is listed with its due date. Click it to open the task.

   

3. Create beside an event-driven duty does not raise a task. It explains what does.

   

4. The dialog says which change starts the duty. Go there now takes you to the page where that change is recorded.

   

Open one obligation

1. Click a duty's name to open its obligation.

   

2. The obligation shows its Cadence, Next due date and Reminder lead, the number of days before the deadline that its task appears. Below them, its history lists each task it has raised, with the filings made under it.

   

Tips from practice

• A duty listed under Not in force has been snoozed, or the entity's groups no longer require it. Nothing is raised against it, but it stays visible so you can see that somebody set it aside.
• A scheduled duty that says it Cannot be scheduled is waiting on a fact, often an accounting reference date. Use the link beside it to record the missing fact and the date appears.
• Which duties an entity owes comes from the groups it belongs to and the requirements attached to them. See Assign requirements to a group.
• Timeline above the tables shows what the company did about each duty, a year at a time. See Show an entity's compliance track record.
• When a duty you expect is missing, or sits under Not in force, see Find out why a deadline is missing.