ComplianceUpdated May 2026
Occurrences
How to manage individual compliance occurrences and mark them as complete.
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Overview
An Occurrence is a single instance of a compliance obligation — for example, "Q1 2026 VAT Return". Occurrences are generated automatically from your Templates on a rolling basis. You manage them by updating their status as you work through your obligations.
Occurrence Statuses
| Field | Required | Description |
|---|---|---|
Upcoming | — | The deadline is in the future and no action has been taken yet. |
In Progress | — | Work has started on this filing. |
Submitted | — | The filing has been submitted to the relevant authority. |
Completed | — | Fully completed — filed and any payment made. |
Overdue | — | The due date has passed without completion. |
Not Applicable | — | This occurrence does not apply for this period (e.g., nil return). |
How to Mark an Occurrence as Complete
- 1
Go to Compliance → Occurrences.
- 2
Find the occurrence in the list.
- 3
Click on it to open the details.
- 4
Click Mark as Complete.
- 5
Enter the submission date and any reference number (e.g., HMRC submission reference).
- 6
Click Save.
- 7
The occurrence turns green in the calendar and list.
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