Compliance Task Setup & Generation
Automatically generate and track South African compliance deadlines for all your clients. Never miss a SARS filing or CIPC return again.
How Compliance Tasks Work
1. Configure
Set up your compliance year configuration with deadline rules for each compliance type.
2. Generate
Select clients and tax year, preview tasks, then generate them automatically.
3. Track
Monitor progress, assign tasks, and complete them before deadlines.
Supported Compliance Types
WeekdayApp automatically generates tasks for all major South African regulatory requirements based on each client's registrations.
VAT
Payroll
Income Tax
Provisional Tax
CIPC
COIDA
VAT Categories Explained
VAT filing frequency depends on the client's assigned category from SARS. Set this in the client profile.
| Category | Frequency | Filing Months |
|---|---|---|
| Category A | Bi-monthly | Feb, Apr, Jun, Aug, Oct, Dec |
| Category B | Bi-monthly | Jan, Mar, May, Jul, Sep, Nov |
| Category C | Monthly | Every month |
| Category D | 6-monthly | Farming enterprises only |
| Category E | Annual | At financial year-end |
Configuring Compliance Settings
Navigate to Settings → Compliance to configure deadline rules for each tax year.
Configuration Tabs
VAT
eFiling deadline rules, manual submission day, category settings
Payroll
EMP201, EMP501 interim/annual, UIF declaration deadlines
COIDA
Return of Earnings deadline configuration
Provisional Tax
IRP6 P1, P2, P3 deadlines for individuals and companies
Annual Returns
ITR14, ITR12, ITR12T filing deadlines
CIPC
Annual return business days, CC deadline rules, BO filing
Custom Rules
Create your own compliance rules and deadlines
Creating a New Year Configuration
- 1Go to Settings → Compliance
- 2Click New Configuration
- 3Select the tax year (e.g., 2025 for March 2025 - February 2026)
- 4Add South African public holidays for accurate business day calculations
- 5Configure deadline rules for each compliance type
- 6Click Save Configuration
Copy from Previous Year
Use the Copy Configuration feature to duplicate last year's settings. Dates will automatically adjust to the new year.
Generating Compliance Tasks
Step-by-Step Guide
- 1Navigate to Compliance from the sidebar
- 2Click the Generate Tasks button
- 3Select the Tax Year (e.g., 2025)
- 4Choose clients:
- • All Clients - Generate for your entire client base
- • Select Specific - Choose individual clients from the list
- 5Click Preview Tasks to see what will be generated
- 6Review the preview - it shows task count per client and compliance type
- 7Click Generate Tasks to create them
Smart Detection
Tasks are only generated for applicable compliance types based on client registrations (VAT registered, has employees, entity type, etc.)
Duplicate Prevention
Already generated tasks won't be duplicated. The system tracks generation history per client and period.
What Gets Generated
Based on each client's profile, the system generates tasks with calculated due dates:
VAT Registered Client (Category C)
12 monthly VAT201 tasks, one for each month of the tax year
Client with Employees
12 EMP201 tasks, 12 UIF declarations, 1 EMP501 interim, 1 EMP501 annual
Company (Pty Ltd)
1 CIPC Annual Return, 1 ITR14, up to 3 IRP6 provisional tax payments
Individual
1 ITR12, up to 3 IRP6 provisional payments (if provisional taxpayer)
Custom Compliance Rules
Create your own compliance rules for deadlines not covered by the standard types.
Creating a Custom Rule
- 1Go to Settings → Compliance → Custom Rules
- 2Click Add Custom Rule
- 3Enter a Rule Name and description
- 4Configure the deadline calculation:
- • Base Date - Financial year-end, registration date, fixed date, etc.
- • Offset - Days, months, or years before/after base date
- • Recurrence - Once, monthly, quarterly, or annual
- 5Set Applicability - All clients, companies only, individuals, or trusts
- 6Choose task Priority and optional tags
- 7Click Save Rule
Example Custom Rules
Smart Task Allocation
WeekdayApp can suggest optimal task assignments based on team workload.
How It Works
- Calculates workload score for each team member
- Considers pending tasks and overdue items (weighted 2x)
- Prefers client's assigned accountant if available
- Falls back to team member with lowest workload
Confidence Levels
Managing Compliance Tasks
Filtering & Search
- • Filter by status: Pending, In Progress, Completed
- • Filter by compliance type (VAT, EMP201, etc.)
- • Filter by client
- • Filter by date range
- • Search by task title or description
Bulk Actions
- • Select multiple tasks with checkboxes
- • Mark selected as complete
- • Bulk delete with confirmation
- • Assign to team member
Compliance Dashboard
The compliance dashboard gives you an overview of all compliance tasks at a glance.
Total Tasks
Overdue
Due This Week
Completion Rate
Compliance Calendar
View all compliance deadlines on a monthly calendar. Each day shows:
Pro Tips
Generate early - Run task generation at the start of each tax year so your team can plan ahead.
Update client profiles - Ensure VAT categories, year-ends, and registrations are current for accurate task generation.
Add public holidays - Keep the holiday list current for correct business day calculations.
Use custom rules - Set up rules for industry-specific or recurring deadlines unique to your practice.
Preview before generating - Always use the preview feature to verify tasks before creation.
Copy configurations - Save time by copying last year's config and adjusting only what's changed.
Important Note
While WeekdayApp calculates deadlines based on SARS rules, always verify critical deadlines with official sources. Tax regulations may change, and specific client circumstances can affect filing requirements.