FOR COMPLIANCE TEAMS
Know what is due.
Know what just changed.
Compliance work fails in two directions: a date that slipped, and a rule that moved without anyone noticing. LEDGEIN keeps obligations, owners and dates in one visible place, and surfaces regulatory updates against the clients they may affect — for your team to review.
March
Practice obligations
- Due date
- Overdue work
- Scheduled practice date
Obligations by client
1 overdue| Obligation | Client | Due | Owner | Status |
|---|---|---|---|---|
| GST return — Feb period | Harbourline Freight Ltd | 28 Mar | AMAna Mercer | On track |
| Provisional tax instalment | Northvale Dental | 7 Apr | TKTom Keeley | On track |
| Annual accounts | Kōwhai Property Trust | 30 Apr | AMAna Mercer | Not started |
| PAYE filing | Marlow & Sons | 20 Mar | SRSione Ruka | Overdue |
THE PROBLEM
Two different kinds of risk
They are usually managed with two different, equally manual habits.
Deadlines tracked by hand
A spreadsheet of dates that is only as current as the last person who remembered to update it.
Ownership by assumption
Everyone believes someone is handling it, and occasionally nobody is.
Rule changes arriving in inboxes
An update lands in a newsletter and its relevance depends on who happened to read it.
No record of the decision
When a change was considered and dismissed, there is nothing showing that it was.
TWO LIFECYCLES
Routine obligations and regulatory change, in one rhythm
Obligation lifecycle
The routine work of staying on top of what is due.
Obligation
Recorded against the client and period.
Important date
The date the practice is working towards.
Assigned work
A named owner and a workflow.
Documents
Requested, received, filed against the job.
Review
Internal sign-off before anything is filed.
Complete
Status updated and visible practice-wide.
Regulatory change lifecycle
What happens when the rules move underneath the routine.
Regulatory update
Drawn from a verified source, with citation.
Potentially affected clients
Matched with the reasons shown.
Review
Your team confirms or dismisses each match.
Practice action
Approved impacts become tasks and dates.
REGULATORY INTELLIGENCE
Matches are proposed. Your team decides.
LEDGEIN identifies potentially affected clients and shows why each was matched. Nothing is filed, actioned or communicated automatically.
GST filing frequency thresholds updated
Verified regulatory source · Published 4 March
A change to filing frequency thresholds affects registered entities above a turnover level, with a transition period before the first affected return.
Potentially affected clients
Harbourline Freight Ltd
Needs reviewReason for match
GST registeredFreight & logisticsNew ZealandGST returns serviceArdent Studio Ltd
Needs reviewReason for match
GST registeredCreative servicesNew ZealandGST returns serviceMarlow & Sons
Needs reviewReason for match
GST registeredRetailNew ZealandGST returns service
Important dates
- Effective date1 April
- Transition deadline30 June
- First affected filing28 August
Practice actions
- Review affected clients
- Review recommended actions
- Prepare communications
- Create tasks
Actions are prepared for your team to review. Professional judgement stays with the practice.
This is decision support, not advice
- Regulatory information is surfaced with its source, so it can be verified.
- Proposed client impacts are suggestions for review, not conclusions.
- LEDGEIN does not provide legal, tax or accounting advice.
- Professional judgement stays with your team.
CAPABILITIES
What compliance teams work with
Obligation calendar
Every obligation with its client, period and important date in one view.
Explicit ownership
A named owner on every obligation, so nothing depends on assumption.
Approaching and overdue
What is close and what has slipped, surfaced rather than discovered.
Cited regulatory updates
Each update carries its source, so it can be verified rather than trusted blindly.
Review before action
Confirm or dismiss each proposed client impact. Only confirmed impacts create work.
A defensible record
What was raised, who reviewed it and what was decided is retained.
WHAT CHANGES
The practical difference
Deadlines stop being a memory exercise
The practice sees the same list, updated by the work itself.
Rule changes reach the right clients
Relevance is proposed systematically instead of depending on who read what.
Decisions are recorded
Dismissing a change is a recorded decision, not a silent omission.
Review time goes to judgement
The team spends its attention deciding, not assembling the list to decide from.
Never lose track of an obligation again.
See the compliance calendar and regulatory intelligence working together.
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