Compliance calendar & deadline radar
See every statutory deadline across your whole client book in one ranked list — annual returns, AGMs, ECI and KYC periodic reviews — with overdue and due-soon surfaced first, and a one-tap path from a deadline to the task that clears it.
Honesty note: the deadline engine, the whole-book radar, the KYC review radar and the weekly digest are fully built and running on your real companies. Two things are honest-degrade: a brand-new firm with no companies sees a clearly-badged demo book until you load real clients, and last-filed dates come from ACRA import, which currently runs on demo data — so deadlines are computed from FYE rather than from a confirmed filing history. See the notes below.
Where the calendar lives — the Today radar
There is no separate "calendar" page to remember to check. The first thing you see when you open your workspace is the Today radar — a single ranked list of everything that needs attention across your entire client book. It gathers three streams: statutory filing deadlines, KYC periodic reviews, and workflow steps that are waiting on a human, and puts the single most urgent item at the top as a hero card.
The headline summarises the state of the book at a glance — for example, "3 overdue · 5 due this month · 2 waiting on you" — so you know where the day starts before you click anything.
A fuller dashboard sits beneath the radar once you have real companies — KPIs, the KYC review radar and an upcoming-AGM list — all driven by the same deadline engine, so the numbers always agree.
What deadlines it tracks
The radar computes the recurring Singapore statutory obligations from each company’s financial year-end (FYE). The FYE is taken as the last day of the company’s FYE month, and each obligation falls a fixed number of months after it:
| Obligation | When it falls | Authority |
|---|---|---|
| ECI — Estimated Chargeable Income | FYE + 3 months | IRAS |
| AGM — Annual General Meeting | FYE + 6 months | Companies Act (s175) |
| AR — Annual Return | FYE + 7 months | ACRA (s197) |
These are the general timelines for a typical private company; specific reliefs, exemptions and dormant-company rules can move them. For the underlying rules see ACRA obligations and the step-by-step playbooks for annual return and AGM. The radar is a reminder, not a substitute for the statutory position.
The clock runs in Singapore civil time, so a "due today" is today in Asia/Singapore, not wherever the server happens to sit. If a company has no FYE month recorded, no deadlines are shown for it rather than a guessed one.
KYC periodic review — the review radar
Periodic KYC review is tracked separately from the statutory filing deadlines, because it is driven by risk rather than by the calendar. Each KYC profile carries a next-review date set from the client’s risk rating — higher risk means a shorter cycle — and the review radar classifies every client by how close that date is: overdue, due (within about a week), upcoming (within a month), or fine for now.
A review can also be pulled forward by an event, not just the clock — a new screening hit, an officer change or an ownership change raises the urgency so the client resurfaces even if its date has not arrived.
The end-to-end walkthrough is in Run a periodic KYC review, and the review rules live in KYC & compliance.
How due-soon and overdue are shown
Everything on the radar is bucketed by a single number — days from now:
- Overdue (red) — the date has passed. Ranked first, most urgent at the top.
- Due soon (amber) — due within the next 30 days.
- Waiting on you (blue) — a workflow step, approval or signature that needs a human, regardless of date.
Anything further than 30 days out is deliberately kept off the radar so it stays a short, actionable list rather than a full-year calendar. The weekly digest uses the same 30-day look-ahead.
Turning a deadline into a task
A deadline showing on the radar is information, not yet work — nothing is created behind your back. How it becomes a task depends on the type:
- Statutory deadline (AR / AGM)Click Start task on the item and CorpSec AI opens the New Task modal prefilled for that company and obligation. You confirm, and the task — with its own steps — is created. ECI does not have its own task type yet, so it points you to the company page.
- KYC review — one at a timeOpen the client’s Compliance tab and start the review from there; the walkthrough is the periodic-KYC playbook.
- KYC reviews — sweep the whole bookA refresh action scans every KYC profile and, for each client that is due, overdue or flagged, creates one open KYC review task (marked urgent if overdue) plus a reminder — de-duplicated, so running it twice never doubles anything up.
Statutory AR/AGM/ECI deadlines are computed on the fly and shown on the radar; they do not auto-create tasks. That is by design — you decide when to open the file. Only the KYC review sweep creates tasks in bulk, and only for clients that genuinely need one.
Reminders and the weekly digest
Two background jobs keep the radar from being something you have to remember to open. A daily reminder run fires in-app notifications as a task’s due date approaches — at 30, 14, 7 and 1 days out — and flags workflow steps that have gone past due. A weekly digest (Monday morning) emails each firm’s admins a summary: upcoming compliance deadlines in the next 30 days, open tasks needing action, pending approvals and documents awaiting signature.
Email is honest about its own plumbing: if no email provider is connected for your firm, the digest is a clean no-op — it does not pretend to send. In-app notifications always work. See Troubleshooting if an email did not arrive.
Stop the bleeding — a deadline that looks wrong
A deadline is only ever as right as the date it is computed from. Because the radar derives dates rather than storing them, a wrong deadline almost always traces back to one field on the company record.
- Where the date comes from: the company’s FYE month (for the FYE + N-months math), and, where available, the last AR / last AGM filed date. If a company has a real last-filed date, the next deadline is scheduled one annual cycle after that filing — which is exactly what stops an already-filed company from showing a false "overdue".
- Why a false overdue happens: last-filed dates today come from ACRA import, which currently runs on demo data and does not yet carry real filing dates. So in practice most companies fall back to the FYE heuristic — accurate for the cycle, but it cannot know you already filed early. A company you filed for last month can therefore still read as due until its FYE-based date passes.
- How to correct it: fix the underlying FYE month (and last-filed data) on the company record — the deadline recomputes from the corrected value. Today these fields are set when the company is created or imported and are shown read-only in the Fields panel, so correcting them means updating the company through the import/creation path rather than an inline edit on the radar.
Honesty note: there is not yet a one-click "mark as filed" or inline "edit this deadline" button on the radar. Correcting a bad date means correcting the company’s FYE / filing data at source. We would rather show you the FYE-based estimate and be clear about where it comes from than invent a confirmed filing history the system does not have.
When live ACRA sync is connected, confirmed last-filed dates flow in automatically and the anniversary scheduling takes over — false overdues from early filing disappear. Until then, treat an unexpected overdue as "check the FYE / filing date," not "we missed a filing".
First run — the demo bookDemo data
A firm with no real companies yet sees a synthetic sample book on the radar — names like "Marina Bay Ventures" — under a banner that says plainly that nothing below is real. It is there so the radar is never an empty screen and you can see how it behaves. One tap loads five sample companies; from then on the radar is backed entirely by your live data.
The sample entries are clearly labelled "Demo". Once you import or add real clients, the demo book disappears and everything you see is computed from your own companies.
Frequently asked questions
Do I have to enter deadlines manually?
No. Deadlines are computed automatically from each company’s financial year-end — ECI at FYE + 3 months, AGM at FYE + 6 months, AR at FYE + 7 months. You only maintain the FYE month on the company record; the dates follow.
Why is a company showing as overdue when I already filed?
Almost always because the system does not yet have the confirmed last-filed date, so it is computing from the FYE heuristic rather than the anniversary of your filing. Live ACRA sync populates those dates automatically; until then, check and correct the company’s FYE / filing data at source.
Does a deadline automatically create a task?
Statutory AR/AGM/ECI deadlines do not — they show on the radar and you open a task with one tap when you are ready. KYC periodic reviews are different: a refresh sweep creates review tasks in bulk for every client that is due, overdue or flagged, de-duplicated so it is safe to run repeatedly.
How far ahead does the radar look?
Thirty days for "due soon", plus everything already overdue. Items further out are kept off the radar to keep it a short, actionable list; the weekly email digest uses the same 30-day window.
Is the KYC review deadline the same as the filing deadlines?
No — they are tracked separately. Filing deadlines (AR/AGM/ECI) are calendar-driven from the FYE. KYC periodic review is risk-driven: the next-review date comes from the client’s risk rating and can be pulled forward by events like a new screening hit or an ownership change.
This is a product guide for CorpSec AI. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.