Bring recurring tasks into one place. A simple calendar helps you track responsibilities, supporting records and review dates throughout the year.

List the obligations

Identify the requirements that apply to your business with your adviser. Record the task, responsible person and source of the requirement.

Allow time for review

Set internal reminders ahead of verified deadlines so that records can be collected and reviewed.

Keep it current

Review the calendar when your business changes or the applicable rules are updated. Mark completed tasks and retain evidence.

This sample guide is for learning and general reference. Check current applicable provisions and consult a qualified adviser before making tax or compliance decisions.

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