Compliance Templates
How to create and manage compliance obligation templates.
Overview
A Compliance Template defines a recurring regulatory obligation. It specifies what the obligation is, who is responsible, how often it recurs, and when it is due. Templates generate Occurrences automatically.
Template Fields
| Field | Required | Description |
|---|---|---|
Name | A clear name for the compliance obligation. | |
Category | The type of compliance (Tax, Employment, Regulatory, etc.). | |
Jurisdiction | — | The regulatory jurisdiction this obligation applies to. |
Authority | — | The regulatory body this is reported to. |
Frequency | How often this obligation recurs. | |
Due Day Offset | — | How many days after the period end the filing is due. |
Responsible Person | — | The team member responsible for completing this obligation. |
Description | — | Additional details about the obligation. |
Compliance Packs
Rather than creating templates from scratch, you can apply a Compliance Pack. Packs are pre-built collections of templates for specific jurisdictions (e.g., UK SME Compliance Pack includes VAT returns, PAYE submissions, Corporation Tax, and more). Go to Compliance → Packs to browse and apply packs.
Install your country compliance pack
- 1
Go to Compliance → Packs (packs are available for Georgia, the UAE and Saudi Arabia).
- 2
Choose the pack that matches your country and legal form — e.g. Georgia LLC / Individual Entrepreneur / Small Business / Micro Business, UAE Mainland LLC / Free Zone / Sole Establishment / Professional Licence, or KSA LLC / Sole Establishment / Professional Company / Foreign Branch.
- 3
Click Install. Tetri Copilot creates the obligations (VAT, payroll, corporate/turnover tax, licence renewals, financial statements, etc.) and schedules 24 months of dated calendar events with reminders.
- 4
Open Compliance → Calendar to see the deadlines, and use Ask AI on any item for a plain-language explanation.
Important
Compliance content is provided for general guidance only and is not legal or tax advice. Rates, thresholds and deadlines can change — always verify with the Revenue Service of Georgia (rs.ge) or a qualified adviser.
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