Practical planning tools
Compliance Planning Worksheet
Use this worksheet to organise tasks you have identified with your advisers. It does not determine applicable obligations or calculate statutory deadlines.
Your working plan
Entries are not submitted by this worksheet. This tool does not save a working copy. Export or print before refreshing, closing or leaving. Do not enter private client or employee information.
Dates use your browser's local calendar. Target dates are entered by you; confirm applicable obligations and official deadlines separately.
Open tasks
Past your target date
Targets in next 7 days
Completed
Up to 25 rows. CSV files contain your entries; store and share exported copies appropriately.
Review before relying on the plan
- Ask the responsible professional to identify the obligations that apply to your business.
- Record where each requirement and date was verified.
- Assign preparation, review and submission responsibilities separately where needed.
- Review the worksheet when activities, rules or project circumstances change. This page sends no reminders.