Annual Compliance Checklist

The Annual Compliance Checklist tracks due dates along with helpful information so you know exactly what’s required, and when, to maintain compliance.

Tips and Tricks:

  • Generating your checklist: The first time you use the checklist, you will need to enter your most recent snapshot date and click the checkmark to save. After that, a new annual checklist will be added on the first of each year.
  • Understanding the tasks: Tasks will include a due date where applicable, and a tooltip with more information about the requirement. Links are provided to additional documentation.
  • What if a task is not applicable to my company?: Hover your mouse to the left of each task to show the 🚫 icon. Clicking on the icon will set the task as "Not applicable" and it won't count towards the progress bar for checklist completion.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.