# Build my first-year compliance and admin calendar

A month-by-month calendar of filings, renewals, tax dates, and admin tasks so nothing gets missed in year one.

- Topic: Productivity & Planning
- Framework: RTF
- Level: Advanced
- Tags: Legal, Finance, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-my-first-year-compliance-and-admin-calendar

## Prompt

```text
Build a first-year compliance and admin calendar for my new business.

**Structure and location:** [e.g. "LLC in Florida, selling online to customers nationwide"]
**Date the business was formed:** [DATE]
**Tax year:** [calendar year or other]
**Registrations I have:** [tax IDs, sales tax permits, licenses, permits - with renewal dates if known]
**Do I have employees or contractors?** [DETAILS]
**Insurance policies and renewal dates:** [DETAILS]
**Other recurring tasks:** [domain renewal, software subscriptions, contract renewals]
**Previous step (optional):** [PASTE my co-founder agreement summary, so board or partner meetings it requires are scheduled]

Do this:
1. List the recurring obligation types that usually apply to a business like mine: annual reports, estimated tax payments, sales tax returns, payroll filings, contractor tax forms, license renewals, insurance renewals, and partner or board meetings.
2. Place them on a 12-month calendar, starting from my formation date. Where you don't know the exact date, write [CONFIRM DATE] and say where to find it - don't guess.
3. Add monthly and quarterly admin habits: bookkeeping close, invoice follow-up, cash review, backup of key files, password and access review.
4. Set reminders: how far ahead each one should alert me, and who is responsible.
5. Flag the items with the biggest penalties for missing them, so I give them extra buffer.

Output: a table (Month | Task | Type | Due date | Reminder date | Owner | Done), then a short list of the highest-risk items. This is general information; confirm all deadlines with my accountant and the relevant agencies.
```

## What to fill in

- e.g. "LLC in Florida, selling online to customers nationwide"
- DATE
- calendar year or other
- DETAILS
- domain renewal, software subscriptions, contract renewals
- CONFIRM DATE

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.