Add a deadline to your calendar

What you can add

Add to calendar puts a row on the Company calendar for anything with a date: an SEC form for a period not yet listed, a company event, or a matter such as a comment letter or Form 25.

The same wizard opens from Track a deadline on Filings. A row you added carries the Tracked pill, so it reads apart from the deadlines TakePublic computed from your filings.

The plan changes nothing about tracking. On Monitor every form is tracked; on Section 16 and Core the plan also drafts and files its forms here. Either way, a tracked form closes when EDGAR lists the filing, whoever filed it.

Deadline: SEC comment letter responses are due 10 business days after the letter date; the CORRESP response letter is tracked here, and drafting it is not offered today.

What you enter

Add a free-text description, an optional handled-by counterparty, and document attachments stored on the deadline.

1. Select Record as done when the work is done.

What Late means on a row you added

A row you added with a due date carries the Late stamp once that date passes without Record as done. The due date is the one you set; nothing is filed and no penalty runs from TakePublic. Record it as done when it is met, or delete it if it does not apply.

A date that is not a deadline (a board meeting, an earnings date, a milestone) belongs on the calendar as a company event, which never reads late.

Delete a row you added

Delete this event on the row removes it from the calendar and stops its reminders; attachments and notes saved on it go with it. A company admin can delete any row the company added; a company user deletes their own, and a preparer their firm's. A deadline the SEC's rules set (a 10-K, a Form 4, a proxy date) is never deleted; if it does not apply, check your reporting profile on Settings › Company.

Creating, attaching documents to, completing and deleting a tracked row are written to the audit trail.