A compliance calendar that collects the documents too
Most compliance calendars only tell you the date. GDesk’s also tells you when to ask each client, and starts the document request with the right checklist, early enough to file on time.
Every due date, with its checklist
Under each filing is the checklist its request starts from. It’s added to your templates the first time, so you can edit it.
GST
- GSTR-1 and GSTR-3B, monthly
- GST return: monthly
- GSTR-1, GSTR-3B and CMP-08, quarterly
- GST return: quarterly (QRMP)
- GSTR-9 annual return
- GST annual return (GSTR-9)
Income tax
- Advance tax instalments
- Advance tax estimate
- Income tax return (non-audit)
- Income tax return: salaried
- Income tax return (audit cases)
- Income tax return: business or profession
- Tax audit report (Form 3CD)
- Audit document list
TDS and payroll
- TDS and TCS payment
- The due date only
- TDS returns (24Q, 26Q)
- TDS return: quarterly
- PF and ESI payment
- Payroll inputs
Company and LLP
- AOC-4 and MGT-7
- Company annual filing (AOC-4, MGT-7)
- LLP Form 8 and Form 11
- LLP annual filing (Form 11, Form 8)
- DIR-3 KYC
- New client KYC
For the UAE and Saudi Arabia: VAT returns (monthly and quarterly), UAE Corporate Tax, Saudi Zakat and income tax, withholding tax and GOSI.GDesk for the Gulf
From due date to request
- Step 1
Install the free app
From Settings → Apps. It’s free on every plan.
- Step 2
Choose your due dates
Track the filings your clients need. The choice applies to everyone in your firm.
- Step 3
See when to ask
Each due date shows when to ask clients, a few days to a few weeks before it’s due, and “Ask now” lists what’s coming up this week.
- Step 4
Create the request
One click opens a new request with the right checklist, period and due date filled in. Pick the client and send.
- Step 5
Reminders follow
Reminders go out until everything is in, and the requests you made are counted next to the due date.
Good questions
Does GDesk know GST and ITR due dates?
Yes. The free Compliance calendar app lists GST, TDS, advance tax, income tax return, tax audit, company, LLP and PF/ESI due dates (and VAT, Corporate Tax and Zakat in the Gulf), shows when to ask clients for each one, and starts the request with the right checklist, period and due date filled in.
Can requests repeat every month?
Yes, on Starter and above. A schedule creates the request from your template for each period, on the day you choose.
Do reminders go out for documents that were already sent?
No. Reminders list only the items still needed, respect your quiet hours, weekends and holidays, and stop once nothing is left for the client to do.