# Build an annual compliance calendar for our legal entities

Creates a calendar of corporate filings, annual meetings, renewals, and registrations per entity so deadlines are never missed.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Advanced
- Tags: Legal, Finance, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-an-annual-compliance-calendar-for-our-legal-entities

## Prompt

```text
Help me build an annual corporate compliance calendar for our group of legal entities.

**Entities:** [for each: legal name, entity type, jurisdiction of incorporation, registration number, financial year end, date of incorporation]
**Places each entity is registered or qualified to do business:** [LIST]
**Known deadlines and filings we already track:** [LIST]
**Who owns each type of task:** [e.g. "paralegal: filings; finance: tax returns; company secretary: meetings"]
**Registered agents / corporate service providers:** [if any]

For each entity, list the recurring obligations to check, such as:
- Annual reports / confirmation statements and registered office or agent renewals
- Annual financial statements and audit filing deadlines
- Annual general meeting or annual shareholder/director approvals
- Beneficial ownership or register updates
- Business licenses, permits, and foreign qualifications
- Director and officer changes to be filed within a set period
- Tax registrations (flag only; finance owns the returns)
- Powers of attorney, signatory lists, and bank mandates to review

Rules:
- Do not state specific statutory deadlines from memory as fact. Put the obligation and a proposed date, mark each [CONFIRM DEADLINE WITH REGISTRY OR LOCAL COUNSEL], and note the typical trigger (e.g. "X months after year end").
- Add an internal reminder date 30 days before each deadline.

Return:
1. A table: Entity | Jurisdiction | Obligation | Trigger | Proposed due date | Reminder date | Owner | Source to confirm.
2. A month-by-month view of the year.
3. A short list of information I am missing.

Requirements vary by jurisdiction and change; a qualified lawyer or local agent must confirm each deadline.
```

## What to fill in

- LIST
- if any
- CONFIRM DEADLINE WITH REGISTRY OR LOCAL COUNSEL

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