How to Track an Upcoming Filing
Clients can track all upcoming filing obligations through the Annual View within the Reporting Calendar.
The Annual View provides a consolidated yearly timeline of:
- Current filings
- Upcoming filings
- AC-managed filings
- Self-managed filing schedules
This helps your organisation:
- Monitor future compliance obligations
- Prepare operationally in advance
- Plan filing workload across the year
- Avoid last-minute filing activity
Understanding the Annual View Timeline
The Annual View displays filing activity within a rolling 12-month window starting from the current date.
Example
If today’s date is:
19 May 2026
The Annual View displays filings scheduled between:
19 May 2026 → 19 May 2027
What You Can Track
The Annual View includes:
- Active filings currently in progress
- Upcoming filings not yet started
- AC-managed filing workflows
- Self-managed filing schedules
This creates a single consolidated filing timeline for operational planning and visibility.
Viewing Upcoming Filings
Step 1 — Open Annual View
Navigate to:
Reporting Calendar → Annual View
Step 2 — Apply the Status Filter
At the top of the filing grid, use the status filter options:
- All
- Current
- Upcoming
Select:
Upcoming
Step 3 — Review Upcoming Filings
Once filtered:
- The grid displays only future filings
- Upcoming filings are marked with the status:
Upcoming
What You Can Identify
From this view, you can monitor:
- Future submission deadlines
- Planned filing activity
- Upcoming reporting obligations
- Filing workload distribution across time
This helps your organisation prepare proactively before filing activity begins.
Additional Tracking Features
The Annual View also allows you to:
- Apply advanced filters
- Open filing details panels
- Separate AC-managed and self-managed filings
- Assign team members to filings
- Monitor filing stages and deadlines
- Annual View operates as a rolling 12-month calendar
- Upcoming filings automatically transition into Current Filings once workflow activity begins
- Filing frequency affects how recurring filings appear within the timeline
- Both AC-managed and self-managed filings are included
Best Practices
To track upcoming filings effectively:
- Review Upcoming filings regularly
- Prepare required documents early
- Coordinate with Data Providers proactively
- Assign internal owners before filing activity begins
- Monitor recurring filing schedules carefully
The Upcoming view is best used for:
- Filing preparation planning
- Operational forecasting
- Workload balancing
- Deadline visibility
- Preventing last-minute compliance activity
Next Steps
Once upcoming filings are identified, you can begin preparing operational ownership and tracking recurring filing obligations.