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GullySystem

Filing Calendar and Due Dates for CA Firms

The filing calendar raises recurring jobs for the year against each client, using your firm’s due-date rules. It can be read by date, client, service or the person holding the job.

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Raised once, for the year

From the services taken

A client on monthly GST and quarterly TDS gets those jobs for the full year once the services are recorded against the client. Twelve rows are not typed by hand.

On your own rules

The firm sets the internal date it works to, usually ahead of the statutory one. The calendar shows that internal date.

Four views

Read by date for the week, by client before a partner calls, by service when the office works one return, and by staff member when someone is on leave.

Jobs behind schedule

Open jobs past their internal date are highlighted. Jobs still waiting on papers are marked too.

What each role sees

One calendar serves different readers.

  • Article: what is on the desk this week, and what is stuck
  • Manager: what is unallocated, and who is carrying too much
  • Partner: what is still open with a few days to go
  • Any staff member: jobs waiting on a client rather than on the office

Limits and settings

Nothing is filed from here

Returns are filed on the department portal, as your office files them today. The module holds the due date, the status, the acknowledgement and the papers behind each job.

Rules are set by the firm

Due dates come from the rules your firm enters, not from a government feed. When a date is extended, a person updates it here and the calendar follows.

FAQ

Frequently asked questions

Does it know when a due date is extended?

No. A partner or the manager changes the date for that service, and every open job moves with it. No department feed is connected.

Can a client be on monthly GST and yearly income tax at once?

Yes. Each service carries its own frequency and due-date rule, so one client can have twelve GST jobs and one audit job in the same year.

What about clients taken on mid-year?

Jobs are raised from the date the service starts, not from April. Only the remaining periods appear on the calendar.

Can one staff member’s whole month be viewed?

Yes, by person, showing what is done and what is open. A manager can read it on Monday and see who is overloaded.

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