Compliance calendar tracks mandatory corporate, tax, and regulatory deadlines so the company remains legally current and transaction-ready.

How it works

Typical entries include Delaware annual report and franchise tax, other state foreign qualifications, federal and state tax returns, payroll tax deposits, 409A valuation refresh (usually annually or after material events), board and stockholder meeting consents, option grant documentation, insurance renewals, and industry-specific licenses. Funds maintain their own calendars for Form ADV, K-1s, and audit timelines. Operators assign owners and reminders in shared tools—Notion, legal ops software, or counsel ticklers. Before financings, counsel pulls good-standing certificates; gaps trigger expensive rush fixes. International subsidiaries add VAT, GDPR records, and local statutory accounts.

Why it matters

• Founders: Compliance failures surface in diligence and can breach representations in purchase agreements. Calendar discipline is cheaper than emergency legal work.
• Investors: Closings stall if charter amendments cannot file or 409A is stale. Clean compliance signals operational maturity.
• Operators: HR and finance share responsibility—equity, payroll, and benefits filings intersect with corporate secretary tasks.

Common mistake

Relying on registered agent emails alone without an internal calendar. Agents notify on some items, not option plan hygiene or qualification renewals in every state you hire.

Related ideas

Good standing, 409A valuation, board consent, franchise tax, and due diligence checklist support compliance calendar planning.