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How to: Track crucial compliance deadlines in Traact

The Entity Compliance Page is an essential tool for managing an entity's compliance and due diligence requirements. It provides an organized overview of key information, such as annual filings, Tax ID, registered agent renewals, and other compliance-related items. It ensures all critical deadlines are easily accessible and up to date.


​How to Access and Edit the Compliance Page

Follow these steps to view and edit the compliance information for an entity:

Step 1: From the main entity page, locate and select the entity you wish to view or edit the compliance page;
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Step 2: On the entity’s overview page, click the "Compliance" tab;
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Step 3: To make changes, click the "Edit" button;
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Step 4: To view or update additional compliance information, click on "Compliance Review & History".

 

 


Entity Compliance Drawer Overview

For a quick and summarized view of an entity's compliance information, you can use the compliance drawer directly from the main entity table. Please refer to the following steps:

Step 1: On the main entity page, locate the desired entity;
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Step 2: Under the "Status" column, click the eye icon;

 

 

Note: If the "Status" column is not visible on the main entity table, click on the eye icon and ensure the "Status" column is selected for display.

Step 3: The compliance drawer will open, allowing you to view and edit key filing dates, such as the annual filing and registered agent renewal.

 

Need Help?

If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.