Compliance templates
Manage recurring compliance deadline templates for GST, TDS, FEMA, and more
Compliance templates
Define recurring compliance deadlines and generate monthly calendar entries from them. The app ships with system templates for common Indian regulatory requirements and lets you add custom templates for your business.
Opening compliance templates
- Go to Settings from the sidebar.
- Click Compliance Templates.
You need the compliance.manage permission to add, edit, or delete templates. Without it, you can view templates in read-only mode.
How templates work
Templates define the rules for recurring deadlines — the form to file, how often, which day of the month, and any penalty for late filing. They do not create calendar entries on their own.
To create actual deadline entries, go to the Compliance Calendar and use Generate Deadlines for a specific month. The system reads your active templates and creates one entry per template for that month.
System templates
Pre-configured templates cover standard Indian compliance requirements. System templates are read-only — you cannot edit or delete them, but you can view their details by clicking the eye icon.
System templates are organised by category:
| Category | Examples |
|---|---|
| GST | GSTR-1, GSTR-3B, GSTR-9 annual return |
| TDS | TDS payment (7th of month), quarterly returns (Form 24Q, 26Q) |
| Companies Act | Annual filing, board meeting minutes, AGM |
| FEMA | EDF monthly filing, realization tracking, e-FIRC follow-up |
| Income Tax | Advance tax instalments, ITR filing |
| Audit | Statutory audit, tax audit |
Custom templates
Add templates for deadlines specific to your business — state-level filings, internal review cycles, or industry-specific requirements.
Creating a custom template
- Click Add Template in the top right.
- Fill in the fields:
| Field | Description |
|---|---|
| Title | A short name for the deadline (e.g. "Kerala flood cess return") |
| Category | Select from GST, TDS, Companies Act, FEMA, Kerala, Income Tax, Audit, or Other |
| Recurrence | How often the deadline occurs: Monthly, Quarterly, Half Yearly, or Yearly |
| Due day | The specific day the deadline falls on. This changes based on recurrence type (see below). |
| Description | Optional details about the filing or requirement |
| Penalty info | Text description of the late-filing penalty (e.g. "Rs. 100/day") |
| Late fee/day | Numeric penalty amount per day, used for calculating potential exposure |
| Active | Toggle on to include this template when generating deadlines |
- Click Create Template.
Due day configuration by recurrence
| Recurrence | You configure |
|---|---|
| Monthly | Day of month (1–31). Example: 20th of each month. |
| Quarterly | Month within the quarter (1st, 2nd, or 3rd) and day. Example: 1st month of quarter, 31st day = July 31, October 31, January 31, April 30. |
| Half Yearly | Month (Jan–Dec) and day. The deadline occurs twice per year at 6-month intervals. |
| Yearly | Month (Jan–Dec) and day. Example: March 31. |
Editing and deleting
- Click the pencil icon to edit a custom template.
- Click the trash icon to delete. A confirmation dialog appears — deletion cannot be undone.
- Toggle the eye icon to deactivate a template without deleting it. Inactive templates are skipped during deadline generation.
Filtering templates
Use the controls above the template table:
- Category dropdown — Filter by GST, TDS, Companies Act, FEMA, or any other category.
- Show/Hide Inactive — Toggle visibility of deactivated templates.
FEMA templates
The system includes templates for FEMA compliance that cover the post-October 2026 EDF regime:
- EDF monthly filing — 30 days from the end of each month
- Export realization review — periodic check of outstanding export receivables
- e-FIRC follow-up — reminder to obtain certificates from your bank after payment receipt
- eBRC verification — reminder to verify eBRC generation on the DGFT portal after payment realization is complete
These templates generate deadlines in the compliance calendar alongside your GST and TDS obligations, giving you a single view of all upcoming filings.
Related articles
- Compliance calendar — View and manage generated deadline entries
- FEMA overview — Understand export compliance requirements
- EDF filing — File monthly Export Declaration Forms
- Company settings — Manage your company registration details
- eBRC compliance — Record GSTIN and invoice details for Bank Realization Certificates
- Notification settings — Configure deadline reminder emails