Value Proposition: A tax obligation calendar transforms “filing and payment deadlines” into an actionable tracking dashboard: Tax Type → Filing/Payment Due Date → Owner → Pre-filing Gate → Submission Ref → Evidence Index → Compliance Log instead of deadlines scattered across emails and personal calendars leading to delays or lost references.

In 20 Seconds: What Will You Get?

• Tax Calendar (12 Months) specifies for each tax: reporting period + submission date + payment date.
• Owners & RACI: Who prepares? Who reviews? Who approves? For each tax type.
• Status Tracker: Planned → In progress → Ready for review → Submitted → Paid → Archived.
• Pre-filing Gate Link: Linking each obligation to a pre-submission checklist (tie-outs/evidence) if within your system.
• Submission/Payment References: Submission reference number + payment receipt number + execution date.
• Evidence Links: Link/path to the filing pack for each tax period.
• Exceptions & Overdue Log: What is overdue? Why? Who owns the closure?

CTA related to deliverables: Receive Tax calendar + status + references to track submissions and payments and link each period to an evidence file.

Suitable For

• Tax/Compliance wants a single dashboard for all VAT/WHT/CIT/Zakat instead of multiple calendars.
• Financial Controller wants to see tax arrears and link them to submission and payment references.
• AP/GL needs to track “when is payment due?” and link payments to GL accounts and evidence for the period.

Not Suitable For

• Those who want “official dates automatically generated” without inputting country/entity rules (the template requires input of your approved due cycle).
• A company that does not retain submission/payment reference numbers or does not archive evidence files (the value of linking will not be realized).

Without Calendar / With Calendar (Quick Comparison)

Before Use: 5 Symptoms of Tax Obligation Tracking

• VAT/WHT submission occurs on the last day because there is no status of “In progress/Ready for review”.
• Payment delays because the payment date is not documented or not linked to a clear owner.
• It is unclear “Did we submit?” except by searching for a receipt/reference in the email.
• There is no link between the obligation and the evidence file (Filing pack) for the period during review.
• Multiple entities/branches cause deadlines to overlap without a clear RACI.

Tax Obligation Calendar: Implementation Method (3 Steps Without Gaps)

Step 1: Establish the Calendar and Define Cycles

• Identify applicable taxes: VAT/WHT/CIT/Zakat and define the filing frequency for each (Monthly/Quarterly/Annually).
• Input internally approved due dates (submission/payment) and link them to the tax period.
• Define Owners and RACI: Prepared/Reviewed/Approved for each tax and each entity if necessary.

Step 2: Operational Tracking Throughout the Year

• Update Status for each obligation: In progress → Ready for review → Submitted → Paid.
• Link each obligation to the period file (Filing pack) and evidence storage path + payment attachments.
• Record exceptions and delays in Exceptions/Overdue log with closure owner.

Step 3: Archive Final Copies and Close the Year

• Input Submission reference and Payment reference for each period and finalize a “Final” copy.
• Issue Year-end summary: What was submitted/paid and what remains open and why.
• Compile an annual Pack index for evidence files (by tax and period) to support any subsequent review.

Product Components (Clear Inventory)

1. Tax Calendar (Annual Calendar)
   • Practical Purpose: An annual schedule that consolidates reporting periods and submission/payment dates.
   • When to Use: At the beginning of the year + update when changing frequency or due dates.
   • Resulting Evidence: A calendar that can be shared internally as a single reference.
2. Owners & RACI Matrix
   • Practical Purpose: Define responsibilities to avoid “Who is supposed to submit?”.
   • When to Use: During establishment and when changing the team.
   • Resulting Evidence: RACI for each tax and each entity as needed.
3. Status Tracker (Status Dashboard)
   • Practical Purpose: Track execution step by step until Submitted/Paid.
   • When to Use: Throughout the year, especially in the weeks leading up to deadlines.
   • Resulting Evidence: A status log showing what is overdue and what is ready for review.
4. Submission & Payment References
   • Practical Purpose: Document submission and payment references instead of searching for them later.
   • When to Use: Immediately upon submission/payment.
   • Resulting Evidence: A reference for each period that is easy to refer back to during audits.
5. Evidence Links & Pack Index (Evidence Links)
   • Practical Purpose: Link each obligation to the evidence file (VAT pack/WHT pack/CIT pack/Zakat pack).
   • When to Use: When preparing the period file and archiving the final copy.
   • Resulting Evidence: An evidence index that reduces document preparation time upon request.
6. Exceptions & Overdue Log
   • Practical Purpose: Document delays or open items and their closure plan and owner.
   • When to Use: When there are discrepancies/delays/missing documents before the deadline.
   • Resulting Evidence: An internal escalation log that reduces recurrence of delays.
7. Year-end Summary & Sign-off
   • Practical Purpose: Close the year with a summary of what was submitted/paid and link final copies to organized archiving.
   • When to Use: At the end of the financial/calendar year.
   • Resulting Evidence: Summary + Sign-off that confirms the reference version for the calendar and files.

CTA related to deliverables: due dates + owners + status + references + evidence links to reduce delays and link each period to an evidence file.

What Should Be Included in the Delivery?

• 01 – Calendar Sheet: VAT/WHT/CIT/Zakat periods + due dates for submission and payment.
• 02 – RACI/Owners: Prepared/Reviewed/Approved for each tax and each entity (if necessary).
• 03 – Status Tracker: Status of each period + date of update + notes.
• 04 – References: Submission reference number + payment number + execution date + link/folder for receipts.
• 05 – Evidence Links: Path to the filing pack for each tax period.
• 06 – Exceptions/Overdue Log: Overdue items and their closure plan and owner.
• 07 – Year-end Summary: Annual summary + sign-off on the reference version.

After Implementation (Two Points Only)

• Operational Outcome for the Team: No “deadline surprises”; all tax obligations turn into tasks with status and ownership until Submitted/Paid.
• Control/Audit Outcome (Evidence & Traceability): Each period has a submission/payment reference and evidence file path; reducing document preparation time during any audit or internal review.

FAQ — Questions Before Purchase

Does the calendar automatically generate official dates?

No. You input your approved due rules (based on country/entity) and then the tracker uses them for monitoring. The value here is in governance and documentation.

Can VAT only or WHT only be activated?

Yes. You can activate the taxes applicable to your company and deactivate the rest within the same calendar.

Does it support multiple entities/branches?

Yes, through columns (Entity/Branch) so you can see due dates for each entity and generate a company-wide summary.

Does it integrate with reconciliation files (VAT/WHT/CIT)?

Yes, through Evidence links: linking each period to its reconciliation/filing pack.

Does it help prevent delays?

It practically helps because you have Status + Overdue log + Owners, thus delays appear early and can be escalated before the due date.

Can it be used as evidence for internal audit?

Yes: it shows who prepared/reviewed/approved, submission and payment references, and the evidence file path for each period.