Track reporting deadlines and get reminded

Every company owes the tax authorities a handful of filings on fixed dates: the VAT return, the payroll report, the tax return, the annual accounts. DealJourney knows those dates for Norway, Sweden and Denmark, puts them on your calendar, warns the person responsible before each one, and can put a task on their list so it does not depend on anybody reading a notification.

You can add your own dates alongside them. Anything that comes round on a schedule and matters if it is missed belongs here: a board meeting, an insurance renewal, a shareholder agreement review, a licence that expires.

Turn it on

Reporting deadlines are switched on per workspace. Once they are available for yours, open Rapportering in account settings and tell DealJourney about the company:

1. 1Pick the country. That decides which set of filings applies.
2. 2Say whether the company is registered for VAT and how often it files.
3. 3Say whether it has employees, and pick the company form and the month the financial year ends.
4. 4Under Bevakade skyldigheter, untick anything this company does not have to report.

Save, and the dates appear immediately, about eighteen months ahead.

The dates themselves are not editable, on purpose. They come from the law, including the rule that moves a date landing on a weekend or a public holiday to the next working day. A wrong compliance date is worse than no date at all, so the only thing you choose is which filings apply to you.

Where the deadlines show up

• In the calendar. Turn on the Rapporteringsdatum type filter. It is off by default so the calendar stays about your own meetings until you ask for it. An overdue filing is coloured differently from an upcoming one.
• On a dashboard. Add the Nästa rapporteringsdatum widget. It lists the soonest deadlines, overdue ones first, and is where you tick one off or add a custom date.

Add your own deadline

From the Nästa rapporteringsdatum widget, press Lägg till egen deadline. Give it a name and a date, choose how often it repeats, and say who is responsible.

Upprepas accepts every month, every quarter, every six months or every year. All the future dates are written into the calendar as soon as you save, so the series does not depend on anybody completing the current one. A deadline you forget is exactly the one nobody ticks off, and under the old behaviour forgetting one ended the series quietly.

A repeating deadline keeps the same day of the month. Where that day does not exist, it uses the last day instead, so a series on the 31st reads 31 January, 28 February, 31 March.

Reminders, and a task created for you

Both live under Påminnelser och aktiviteter in the same settings section.

⟦Påminn den ansvariga⟧ decides how far ahead the person responsible is notified. Pick as many as you want: an early warning to start gathering the numbers and a late one the day before is the usual pattern. A deadline that goes past its date is chased once regardless.

⟦Skapa uppgift automatiskt⟧ goes further and creates a real task. Set Dagar före deadline to how long before the deadline it should appear, and Ge den till to who gets it when the deadline itself names nobody. The task carries the deadline's name and is dated to the deadline, so it sits in the right place on the activity list.

Each deadline creates its task once. If you delete the task, it is not recreated on the next run, because deleting it was a decision.

Nobody responsible means nothing happens. A deadline with no assignee and no fallback person sends no reminder and creates no task. It still shows on the calendar. Setting somebody on the deadline, or a fallback in settings, is what switches the rest on.

Ticking one off

Press a deadline in the widget to mark it done. Where DealJourney holds your ledger it does this for you: once the VAT return is submitted or the payroll run is posted, the matching deadline closes itself. Everywhere else you file directly with the authority, so DealJourney tracks the date and you confirm it.