CompliOne reads your company profile, specifically your company type (Private Limited, LLP, Proprietorship, etc.), state of registration, employee count, annual turnover, and the registrations & activities you've selected (GST, TDS, PF, ESI, etc.). It cross-references these against a rule set of all applicable Indian compliance requirements and generates your personalised compliance list. If something looks wrong, go to Profile → Registrations & Activities and verify your selections.

Priority levels reflect the financial and legal risk of missing a deadline. Low — minor filings with small fixed penalties (e.g. some state registrations). Medium — regular filings with moderate penalties that compound over time (e.g. PF, ESI). High — significant filings where delays attract large penalties or interest (e.g. GST returns, TDS). Critical — filings where non-compliance can result in prosecution, director disqualification, or company strike-off (e.g. Income Tax Return, AOC-4, MGT-7). Critical items drop your compliance health score the fastest.

Your health score starts at 100 and is reduced by overdue tasks based on their priority weight. Critical tasks reduce it the most, Low tasks the least. The score also factors in how long a task has been overdue; a filing that's 60 days late weighs more than one that's 5 days late. Completing overdue tasks immediately increases your score. The score updates daily and is visible on your Risk Dashboard.

The task is flagged as Blocked in your Planner with the reason you provide (e.g. "Waiting for CA", "Document missing"). It stays visible in your task list so it doesn't get forgotten, and the task is flagged in your Planner with a Blocked badge. The task continues to accrue penalties if it's past its due date. Blocked status does not pause the penalty clock. Unblock it as soon as the dependency is resolved.

Go to Profile → Team and click Invite Member. Enter your CA's email address and select their role. They'll receive an email invitation to join your CompliOne workspace. Once they accept, you can assign tasks directly to them from the Planner. Your CA will only see tasks assigned to them and their own activity, they cannot view your financial exposure or full reports. This feature requires a Pro plan.

Go to Profile → Registrations & Activities → Edit. Scroll to the License Expiry Dates section. You'll see fields for Fire Safety NOC, Trademark, FSSAI License, Drug License, Cosmetic License, Contract Labour License, and Factory License. Enter the expiry date for each license your company holds. CompliOne will remind you 60–180 days before each expiry (window varies by license type) via the Attention Center and Daily Digest. Once you renew a license, update the expiry date in Profile to reset the reminder cycle. If a license is not applicable to your company, leave the field blank.

If your company has 10 or more employees, you are required under the POSH Act 2013 to constitute an Internal Complaints Committee (ICC). Go to Profile → Registrations & Activities → Edit → POSH / ICC section and enter the date your ICC was constituted. CompliOne uses this date to calculate your 3-year reconstitution deadline. ICC member terms cannot exceed 3 years under Section 4(2) of the POSH Act. When your reconstitution deadline is within 180 days, a task appears in your Planner (One-time tab) and an alert appears in the Attention Center. Setting the ICC Constitution Date also automatically marks the ICC Constitution task as completed in your Planner.

When setting up your company profile, if your turnover is between ₹40 Lakhs and ₹5 Crores and you are GST registered, CompliOne asks you to select your GST filing scheme. QRMP (Quarterly Return Monthly Payment): file GSTR-1 and GSTR-3B quarterly but pay tax monthly via PMT-06; eligible for taxpayers with turnover up to ₹5 Crores. Regular Monthly: file GSTR-1 and GSTR-3B every month; mandatory if your turnover exceeds ₹5 Crores or if you've opted out of QRMP. Composition Scheme: pay a flat rate of tax on turnover with no ITC; eligible only up to ₹1.5 Crores turnover; file CMP-08 quarterly and GSTR-4 annually. Your scheme selection determines which GST tasks appear in your Planner. You can update your scheme in Profile → Company Details.

The Daily Compliance Digest is an email sent every morning summarising your compliance status: overdue filings, tasks due today, and tasks due within the next 7 days. It is enabled by default for the Owner and all team members with assigned tasks. To turn it off, go to Settings → Preferences → Daily Compliance Digest and toggle it off. Team members can manage their own digest preference from their profile. The digest includes penalty information for overdue items and the assignee name for each task. Digest emails are sent from noreply@complione.org. Add this to your contacts to avoid spam filtering.

The Events tab in the Planner shows compliances triggered by a specific business event rather than a calendar date. Examples include FC-GPR (triggered when foreign investment is received), Maternity Benefit Payment (triggered when an employee goes on maternity leave), E-Way Bill (triggered per shipment), and Gratuity Payment (triggered on employee exit after 5 years). These tasks are Dormant until you trigger them. When the event occurs, click Trigger and the filing clock starts immediately and a deadline is set based on the statutory window (e.g. FC-GPR must be filed within 30 days of receiving funds). Once filed, click Mark Done. If the event was triggered in error, click Reset to return it to Dormant.

CompliOne supports three team roles. Owner — full access to all features including company profile, financial exposure, all reports, audit trail export, team management, billing, and all tasks. Can assign, reassign, and mark any task as done. Accountant — can view and act on tasks assigned to them, access the Planner and Compliance Guide, and mark their tasks as started, blocked, or done. Cannot see financial exposure, full reports, or other team members' tasks. Viewer — read-only access to the Planner and Compliance Guide. Cannot mark tasks as done or modify anything. To invite a team member, go to Settings → Team → Invite Member, enter their email, and select their role. They'll receive an email invitation to set up their account.

Click Get Started on the login screen and fill in your company details — company name, type, state, industry, employee count, turnover, and your registrations. On the final step, enter your name, email, and phone number and click Create Account. CompliOne sends a confirmation email to your address. Click Confirm Email & Set Password in that email. You'll be taken to a password setup screen where you create your account password. Once set, log in with your email and password. Your compliance profile is generated automatically based on the details you entered. If you don't receive the confirmation email within 5 minutes, check your spam folder or contact support@complione.org.

The Risk Dashboard gives you a bird's-eye view of your compliance health. Financial Exposure shows the total penalties currently accruing across all overdue filings — if this is ₹0, you have no overdue items. Category Health shows your compliance score (out of 100) broken down by Tax, Labour, and Business categories. A lower score means more overdue or pending items in that category. Do Now lists your highest-priority tasks sorted by urgency. Team View shows how many tasks are assigned to each team member and their completion rate. Due Soon shows filings due in the next 7 days. The health score starts at 100 and decreases as tasks become overdue. It recovers immediately when you mark tasks as done.

You can add tasks and reminders that are not part of CompliOne's standard compliance list. For example, a board meeting, a vendor contract renewal, or a custom internal deadline. Click the + Add button at the top right of the Planner. Enter a title, optional description, due date, category, and assign it to a team member. Manual tasks appear in the Planner alongside your standard compliance tasks and follow the same priority and overdue logic. They are included in the Daily Digest and Attention Center alerts. To delete a manual task, open it in the Planner and click Delete. Manual tasks are not included in your compliance health score.

Standing Obligations are continuous or ongoing compliance requirements that don't have a single due date, things like maintaining statutory registers, displaying your POSH policy, or keeping your GST registration certificate at your place of business. Unlike dated filings, these can't be "completed" as they require permanent maintenance. The Standing Obligations tab keeps them visible so they're never overlooked during audits or inspections. You can mark a standing obligation as reviewed every 90 days to confirm you've checked compliance. When 90 days have passed since your last review, the item shows a Review Due badge and an alert appears in the Attention Center.

Go to Reports and look for the Audit Trail section. Click the CSV button to select the file type (CSV, XLXS, JSON, XML) and click EXport to download a full log of all task completions, status changes, assignments, and profile updates, each with a timestamp and the user who performed the action. This export is useful for CA handoffs, internal compliance reviews, or responding to regulatory queries. Only the Owner can export the audit trail.

Go to Profile → Registrations & Activities. Here you can check or uncheck registrations your company holds — GST, TDS, PF, ESI, Professional Tax, Shops & Establishment, and more. You can also update your business activities — Import/Export, E-commerce Sales, Foreign Investment, Government Contracts, and Contract Labour. Any change here immediately updates your Compliance Guide and Planner to reflect only the filings that apply to your current profile. Keep this section accurate to avoid missing applicable deadlines.

On the login screen, select the OTP option and enter your registered email address. CompliOne sends a one-time 8-digit code to that email, valid for 10 minutes. Enter the code to log in, no password required. OTP login is useful if you've forgotten your password or prefer not to type it on a shared device. Each OTP can only be used once and expires after a single successful login.