Accountant's desk: notes, to-dos and a compliance calendar

Research (October 2026) and the design of the desk add-on. The desk is reached with T on the home menu (Gateway) or Accountant's Desk in Go To (Alt+G). Code:

• crates/khata-compliance/src/calendar.rs: the shared types and date arithmetic.
• crates/khata-{in,ae,sa,sg,gb,de,fr,nl,es,us,mx}/src/calendar.rs: each country's rules, with a citation per rule.
• apps/desktop/src-tauri/src/desk.rs: storage, rights and reminders.
• apps/desktop/src/desk-api.ts and apps/desktop/src/screens/desk.ts: the screen.

1. What accountants rely on today

Sources are vendor help pages and reviews. Items marked (summary) were read through search results only.

Product	What it offers	Source
Zoho Books	Tasks add-on: assign to users, priority, status, email or in-app reminders, linked to a transaction and shown on it. Off by default; only on some plans.	https://zoho.com/books/help/tasks
Zoho Books	Comments and History tab on every transaction. Internal by default; the API has a comment_type: internal field.	https://www.zoho.com/books/api/v3/bills/comments/
Zoho Practice	For CA firms: client due dates, filing alerts, task assignment, client portal (summary).	https://www.zoho.com/practice/
QuickBooks Desktop	Reminders list: invoices due, bills to pay, memorised transactions, cheques to print. A separate To Do list.	https://quickbooks.intuit.com/learn-support/en-us/other-questions/new-to-qbo-where-are-the-reminders-i-had-in-desktop/00/1435000
QuickBooks Online Accountant	"Books review": a month-end checklist (Setup, Transaction review, Account reconciliation, Final review, Wrap-up), with custom tasks per tab.	https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/month-end-reviews-finish-clients-open-tasks/L4GubaqKy_US_en_US
Busy (India)	Post-dated cheques: Type = PDC on payment and receipt vouchers. They leave the books alone until the "regularize" date.	https://busy.in/faqs/features/accounts/23/
TallyPrime	Post-dated vouchers and the Post-Dated Summary (Banking). Narration is the only note on a voucher. Receivable reminders by email or WhatsApp. No alert when a PDC falls due, and no statutory calendar.	https://help.tallysolutions.com/tally-prime/banking-utilities/post-dated-cheque-managment-tally
Tally add-ons (TDL)	Mostly overdue-payment reminders by WhatsApp, SMS or email. None found with a statutory calendar.	https://precisiontech.in/apps/tally/tally-tdl-addons/
Indian CA practice tools (Suvit, Vyapar TaxOne, AI Accountant)	Compliance calendars per client by business type and frequency (GSTR-1, 3B, 9, TDS, ITR). Reminders 7, 3 and 1 day before. Tasks by client and period. Main complaint: "most due date trackers are rigid".	https://aiaccountant.com/blog/task-management-software-chartered-accountants , https://www.aiaccountant.com/blog/gst-return-calendar-with-reminders
Karbon (international)	Month-end close templates, tasks by role. Users want a calendar view and exportable to-do lists.	https://karbonhq.com/templates/month-end-close-auto-send-core/ , https://capterra.com/p/156181/Karbon/reviews/
Marg ERP, CompuOffice, Saral	Nothing usable found online. Unverified.	none

Table stakes

1. Internal notes on a voucher or party.
2. To-dos with a due date, linked to a record.
3. One reminders view: bills due, overdue receivables and payables, PDCs.
4. A statutory calendar driven by the company's filing frequency.
5. A month-end checklist.

What users complain about

• Reminders that newer versions hide (QuickBooks Online).
• Trackers they can't change.
• Lists they can't export.
• Heavy setup.

The desk answers with:

• a calendar view;
• free-form to-dos for anything the rules miss, including month-end checklist items;
• "filed" marks;
• reminders read straight from the books, with no setup.

2. Statutory due dates

All dates are estimates. The screen says: "Due dates are estimates worked out from the published rules. Governments extend deadlines: check the official portal before you file." No date is moved for weekends or holidays.

India (khata-in/src/calendar.rs)

Return	When	Due	Source	Confidence
GSTR-1	monthly	11th of the next month	https://tutorial.gst.gov.in/userguide/returns/GSTR_1.htm	High
GSTR-3B and payment	monthly	20th of the next month	https://tutorial.gst.gov.in/userguide/returns/GSTR3B.htm	High
GSTR-1 (QRMP)	quarterly	13th of the month after the quarter	GSTR_1 page above; QRMP advisory https://tutorial.gst.gov.in/offlineutilities/returns/QRMP_Advisory.pdf	High
IFF (QRMP, optional)	months 1 and 2 of the quarter	13th of the next month	https://tutorial.gst.gov.in/userguide/returns/FAQs_IFF.htm	High
PMT-06 (QRMP)	months 1 and 2 of the quarter	25th of the next month	QRMP advisory Q13, Q17	High
GSTR-3B (QRMP)	quarterly	22nd (Category X) or 24th (Category Y), by the GSTIN's state	QRMP advisory Q28; CGST Rule 61	High (grouping from 2020–21; no later change found)
GSTR-9 (optional)	yearly	31 December after the financial year; not needed up to ₹2 crore turnover	CGST s.44, Rule 80 (https://cbic-gst.gov.in/gst-acts.html)	Medium-high; often extended
TDS payment	monthly	7th of the next month; 30 April for March	Rule 218 of the Income-tax Rules 2026, with the same timelines as the old Rule 30, per the CBDT transition FAQ: https://www.incometaxindia.gov.in/documents/81799/11848482/FAQs-on-Interplay-and-Transition.pdf	High
TDS statements	quarterly	31 Jul, 31 Oct, 31 Jan, 31 May (Forms 138/140 from 2026-27; 24Q/26Q before)	CBDT FAQ above; Rule 219(4)	Medium (secondary sources for the new rules)
TCS payment	monthly	7th of the next month, March included	old Rule 37CA	Medium
TCS statement	quarterly	31st of Jul, Oct, Jan, May from 2026-27 (Form 143); the 15th of those months before (27EQ)	Rule 219(4), secondary	Uncertain
Advance tax (optional)	4 instalments	15 Jun, 15 Sep, 15 Dec, 15 Mar	Income-tax Act 2025 s.406: https://www.incometaxindia.gov.in/w/section-406-5	Medium-high

India: annual and company-law dates (added with the compliance profile). The previous year is always April to March. Income tax and GST count a first year from incorporation to the next 31 March. Company law lets a company formed in January to March run its first year to the following March (Companies Act s.2(41)); that moves the first AGM and the ROC filings.

Filing	Who	Due	Source	Confidence
Income-tax return	companies, and anyone under tax audit	31 October after the year	old s.139(1) Expl. 2; https://www.incometax.gov.in/iec/foportal/help/individual/return-applicable-1	Medium; the 2025 Act's section number not verified
Income-tax return	others (no audit)	31 July after the year	same	Medium
Tax audit report (3CA/3CB with 3CD)	"audit applies" in the profile	30 September after the year	old s.44AB; reported as Form 26 under the 2025 Act	Medium
Annual general meeting	companies	within 6 months of the year end (30 Sep); the first within 9 months of the first year end	Companies Act s.96, https://www.mca.gov.in/content/mca/global/en/acts-rules/ebooks/acts.html	High
AOC-4	companies	30 days after the AGM; dated from the AGM's last allowed day (30 Oct)	s.137	High (the date assumes the AGM is held on its last day)
MGT-7	companies	60 days after the AGM (29 Nov)	s.92	High (same assumption)
DIR-3 KYC	directors of companies, designated partners of LLPs	30 September each year	Rule 12A, Appointment and Qualification of Directors Rules	Medium-high
DPT-3 (optional)	companies with deposits or loans	30 June, as at 31 March	Acceptance of Deposits Rules r.16	Medium-high
MSME-1 (optional)	companies with MSE dues over 45 days	31 Oct (Apr–Sep), 30 Apr (Oct–Mar)	MSME-1 order under s.405	Medium-high
LLP Form 11	LLPs	30 May (60 days after the year end)	LLP Rules r.25, https://www.mca.gov.in/content/mca/global/en/acts-rules/ebooks/rules.html	High
LLP Form 8	LLPs	30 October	LLP Rules r.24	High
GSTR-9C (optional)	turnover above ₹5 crore	31 December, with GSTR-9	CGST Rule 80(3)	Medium-high

Partnerships and sole proprietors get only the income-tax return, the tax audit (when set) and advance tax. All Indian dates are marked "may move": the GST Council, CBDT and MCA extend them only by notification, and a weekend doesn't move them.

QRMP states

• 22nd (Category X): GSTIN state codes 22–37: Chhattisgarh, Madhya Pradesh, Gujarat, Daman and Diu, Dadra and Nagar Haveli and Daman and Diu, Maharashtra, old Andhra Pradesh (28), Karnataka, Goa, Lakshadweep, Kerala, Tamil Nadu, Puducherry, Andaman and Nicobar, Telangana and Andhra Pradesh.
• 24th (Category Y): codes 01–21 and Ladakh (38).
• Unknown state: the earlier date, the 22nd.

When TDS and TCS dates show

The TDS and TCS dates show when a ledger has TDS (or TCS) details. The calendar settings can switch them on or off.

MSME rule (MSMED Act s.15)

• Pay micro and small suppliers by the agreed date, at most 45 days from acceptance (15 days with no written agreement).
• An amount unpaid beyond that is deductible only when paid. This was s.43B(h) of the 1961 Act and is s.37(2)(g) of the 2025 Act (secondary source).
• The desk is a reminder, not a calendar rule: supplier bills past, or within a week of, bill date + 45 days.
• Parties marked MSME (Schedule III mapping) are flagged. The others still show, as in the MSME report, because KhataOS can't tell a supplier's category.

UAE (khata-ae/src/calendar.rs)

Return	Due	Source	Confidence
VAT 201 and payment	28 days after the end of the tax period. Quarterly by default; the stagger the FTA assigned is set in the settings.	https://tax.gov.ae/en/taxes/vat/vat.topics/filing.vat.returns.and.making.payments.aspx	High. The FTA shows "28-10-2026" for the September quarter.
Corporate tax return and payment	9 months after the financial year ends	https://tax.gov.ae/en/media.centre/news/federal.tax.authority.urges.submission.of.corporate.tax.returns.and.settlement.of.corporate.tax.liabilities.within.nine.months.from.the.end.of.the.tax.period.aspx	High

Whether a deadline that falls on a weekend moves to the next working day is reported only by secondary sources, so UAE dates are marked "may move". Uncertain.

Profile rules

• Quarters may start in any month. The profile asks for "the month a quarter starts", and the VAT periods follow it from the registration date.
• Corporate tax shows when the business is registered for it. It defaults to yes for companies.
• The first tax period runs from incorporation (6 to 18 months), for periods starting on or after 1 June 2023.

ESR and UBO

• Economic Substance Regulations reports are not required for financial years starting on or after 1 January 2023 (Cabinet Resolution 98 of 2024, secondary source).
• The UBO register is kept and updated within 15 days of a change, with no periodic filing.
• So neither is a calendar date.

Saudi Arabia (khata-sa/src/calendar.rs)

Return	Due	Source	Confidence
VAT return and payment	Last day of the month after the period, not 28 days. Quarterly (calendar quarters) unless supplies exceed SAR 40m, which makes it monthly.	VAT Implementing Regulations Art. 59 and 62; https://zatca.gov.sa/en/HelpCenter/guidelines/Documents/Agents%20Guideline.pdf	High
Zakat or income tax return	120 days after the year end	https://zatca.gov.sa/en/HelpCenter/FAQs/Pages/FAQ_035.aspx	High
Simplified (B2C) e-invoices	Reported within 24 hours of issue; standard invoices are cleared in real time	https://zatca.gov.sa/en/E-Invoicing/Introduction/Guidelines/Documents/Simplified%20guide_En.pdf	High

The brief said "28 days" for KSA; that is the UAE rule only.

The 24-hour rule is a reminder, not a calendar date. The desk reads the ZATCA queue (zatcaQueueApi.queue()) and shows:

• documents waiting (today);
• simplified invoices past the 24-hour limit (overdue).

A non-working day moves the VAT and zakat deadlines to the next working day (Art. 74, secondary source). The desk applies this for the Friday–Saturday weekend. Public holidays are not known to KhataOS.

Zakat first year

The first year runs from incorporation (company years shorter than 6 months run on to the next year end).

CR annual confirmation (optional, uncertain)

• The Commercial Register Law in force from April 2025 requires the registration's data to be confirmed every year.
• The desk dates it on each anniversary of incorporation and marks it "may move".
• Source: Ministry of Commerce, https://mc.gov.sa/en/Regulations/Pages/default.aspx.
• I found no official day count. Uncertain.

United Kingdom (khata-gb/src/calendar.rs)

Return	Due	Source	Confidence
VAT Return (MTD) and payment	"One calendar month and 7 days after the end of the VAT period". Quarters end March, June, September and December by default; the stagger is set in the settings.	https://www.gov.uk/submit-vat-return	High

How "one month and 7 days" is counted

The date is the end of the next month plus 7 days: 30 June → 7 August, not 6 August. This matches HMRC's own obligations (the sandbox's 2017-06-30 → 2017-08-07).

What is not covered

• HMRC does not move a deadline that falls on a weekend.
• The Annual Accounting Scheme (one return, due 2 months after the year) is not covered.

The MTD obligations from HMRC (Making Tax Digital → VAT periods) are the authority. The desk doesn't call HMRC: it works offline and needs no sign-in to HMRC.

VAT stagger in the profile: 1 (quarters to March), 2 (to April), 3 (to May), or M for monthly.

Company and LLP filings (all Shift::Fixed: neither HMRC nor Companies House moves a weekend deadline):

Filing	Who	Due	Source
Accounts to Companies House	companies, LLPs	9 months after the accounting reference date (s.442)	https://www.gov.uk/file-your-company-accounts-and-tax-return
First accounts (period over 12 months)	same	21 months after incorporation, or 3 months after the period if later (s.442(3))	same
Confirmation statement	same	14 days after each anniversary of incorporation	https://www.gov.uk/file-your-confirmation-statement-with-companies-house
Corporation tax payment	companies	9 months and 1 day after the accounting period	https://www.gov.uk/pay-corporation-tax
CT600	companies	12 months after the accounting period	https://www.gov.uk/company-tax-returns
Self Assessment return and payment	sole traders, partnerships	31 January after the tax year to 5 April; second payment on account 31 July	https://www.gov.uk/self-assessment-tax-returns/deadlines

How the first year and month ends are counted

• First year: the accounting reference date is the end of the month of the first anniversary. A first year end less than 6 months after incorporation is skipped.
• Month ends: they stay month ends. A 30 June year end gives 31 March (accounts) and 1 April (tax).
• Confidence: HMRC's "9 months and 1 day" for a 30 June year end is read as 1 April. Check.

Singapore (khata-sg/src/calendar.rs)

Return	Due	Source	Confidence
GST F5 and payment	One month after the end of the accounting period (30 Apr, 31 Jul, 31 Oct, 31 Jan for calendar quarters). Quarterly by default; monthly is a setting.	https://www.iras.gov.sg/taxes/goods-services-tax-(gst)/filing-gst/gst-filing-due-dates-and-requests-for-extension	High

IRAS generally grants no extensions. GIRO deducts the tax on the 15th of the month after the due date. IRAS doesn't say whether a weekend moves a date, so the dates are marked "may move".

Filing	Due	Source	Confidence
ECI (optional)	3 months after the year end; waived at revenue up to S$5m with nil ECI	https://www.iras.gov.sg/taxes/corporate-income-tax/basics-of-corporate-income-tax/estimated-chargeable-income-(eci)-filing	High
Form C-S/C	30 November of the year of assessment (the year after the year end)	https://www.iras.gov.sg/taxes/corporate-income-tax/filing-and-paying-corporate-income-tax	High
AGM (optional)	within 6 months of the year end (s.175), unless dispensed with	https://www.acra.gov.sg/compliance/annual-filing-requirements	High
ACRA annual return	within 7 months of the year end (s.197)	same	High

The first financial year runs from incorporation. A year end less than 6 months after incorporation is skipped; ACRA allows up to 18 months.

Germany (khata-de/src/calendar.rs)

Return	Due	Source	Weekend
UStVA and payment	10th day after each month or quarter (UStG §18(1)). Monthly by default; quarterly is a setting. The permanent extension (+1 month) is not modelled.	https://www.gesetze-im-internet.de/ustg_1980/__18.html	next working day (AO §108(3))
Annual VAT return	31 July of the following year (AO §149(2)); later with a tax adviser	https://www.gesetze-im-internet.de/ao_1977/__149.html	next working day

France (khata-fr/src/calendar.rs)

Return	Due	Source	Weekend
CA3 (monthly or quarterly)	between the 15th and 24th of the next month, on a day set for each company; shown as the 15th	https://www.impots.gouv.fr/professionnel/la-tva	may move
CA12 (annual, simplified regime)	second working day after 1 May for a calendar year; 3 months after other year ends	same	the working-day count is applied
CA12 instalments	July (55%) and December (40%); shown on the 15th	same	may move

Netherlands (khata-nl/src/calendar.rs)

Return	Due	Source	Weekend
Aangifte omzetbelasting and payment	last day of the month after the period (quarterly by default)	https://www.belastingdienst.nl/wps/wcm/connect/nl/btw/content/wanneer-btw-aangifte-doen	next working day (Algemene termijnenwet)

Spain (khata-es/src/calendar.rs)

Return	Due	Source	Weekend
Modelo 303	quarterly: 20 April, 20 July, 20 October, 30 January; monthly: 30th of the next month	https://sede.agenciatributaria.gob.es/Sede/calendario-contribuyente.html	next working day (Ley 39/2015 art. 30)
Modelo 390 (optional)	30 January of the following year; not for SII filers	same	next working day

United States (khata-us/src/calendar.rs)

Return	Who	Due	Source	Weekend
State sales tax return	each state in the profile, at its frequency (M, Q, A). The home state (tax_region) quarterly if none is set.	usually the 20th of the month after the period; each state sets its own day	IRS Pub 509 (general calendar) and each state's revenue department	may move
Form 1099-NEC (optional)	anyone who paid contractors	31 January	https://www.irs.gov/forms-pubs/about-form-1099-nec	next business day (IRC §7503)
Form 1120	C corporations	15th day of the 4th month after the year end; the 3rd month for a June year end in years beginning before 2026	https://www.irs.gov/publications/p509	next business day
Form 1120-S / 1065	S corporations / partnerships and LLPs	15th day of the 3rd month after the year end	same	next business day
Form 1040 with Schedule C	sole proprietors	15 April	same	next business day

Notes

• A short first year from incorporation is normal and is dated that way.
• Estimated tax payments are not modelled.
• Federal holidays are not counted.

Mexico (khata-mx/src/calendar.rs)

Return	Due	Source	Weekend
Monthly ISR and IVA payments	17th of the next month (LISR art. 14, LIVA art. 5-D)	https://www.diputados.gob.mx/LeyesBiblio/pdf/LIVA.pdf	next business day (CFF art. 12)
DIOT	last day of the next month (LIVA art. 32 VIII)	same	next business day
Annual return	personas morales 31 March (LISR art. 76 V); personas físicas 30 April (art. 150)	https://www.diputados.gob.mx/LeyesBiblio/pdf/LISR.pdf	next business day

2a. Weekends and holidays

Every rule carries a Shift. The screen keeps "Estimate" on every date and adds what a weekend does.

Country	Rule	Shift
India	GST, income tax and MCA dates move only by notification	may move
UAE	unverified	may move
KSA	VAT and zakat move to the next working day (Fri–Sat weekend)	next working day
UK	HMRC and Companies House keep the date	fixed
Singapore	not stated by IRAS	may move
Germany, Netherlands, Spain, Mexico	moved to the next working day by law	next working day (Sat–Sun)
France	CA3 day set per company	may move
US	federal dates move to the next business day (IRC §7503); states vary	next business day / may move

Public holidays are never counted. A moved date shows "moved from , a weekend".

2b. The compliance profile

F12 on the desk opens the profile. It is stored with the calendar settings in desk.calendar, in the company file and not in the books. khata-core is unchanged.

The pack declares which fields it uses (CalendarDefaults::fields), and the dialog asks only those.

Field	Countries
Incorporation date	all
Business form	IN (company, LLP, partnership, sole proprietor); AE; GB; US (C corp, S corp, LLP, partnership, sole proprietor); MX (moral, física)
Financial year end month (default: the books' year)	AE, SA, SG, GB, FR, US
VAT/GST registration date, or N for not registered	all but US and MX
Tax period	IN (M or Q for QRMP); GB (stagger 1, 2, 3 or M); AE (M, or the month a quarter starts); SG (M, or the month a quarter ends); SA (M above SAR 40m, or Q); DE, NL, ES (M or Q); FR (M, Q or A)
Corporate tax registered	AE
Tax audit applies	IN
TDS / TCS	IN
Sales tax states with frequency	US (checked against khata_us::states)

Profile prompt

Until the profile is saved, the desk's first row is "Set up your compliance profile", and Enter opens it.

Filed marks

A filed mark is kept per rule code, plus the US state when there is one: US.SALESTAX.CA.

2c. Sorting and filtering

Sections

• Overdue.
• Today.
• Next 7 days.
• Next 90 days: returns, filings and to-dos only, so annual filings show in time.
• To-dos and notes.

Grouping

Inside each section, rows are grouped by category, in this order:

1. Tax returns.
2. Payments.
3. Company filings.
4. Audit.
5. Reminders from the books.
6. To-dos.

Each group is sorted by due date.

Filter

Ctrl+F (TallyPrime's report Filter key) moves through one category at a time, then back to everything. It also filters the calendar's day list and day dots.

3. Design

Storage: the company file's settings table, not the audit trail

A note is not an accounting entry. The audit trail can't hold one without a format change:

• Book::apply_entry accepts only the entity kinds it knows (group, ledger, voucher, unit, stockgroup, stockitem, godown, profile).
• Any other kind is UnreplayableEntry.
• A note: kind would therefore break replay on every older copy of the app and on the sync server.

Putting notes in the profile was also rejected. Every edit would rewrite the whole profile into the hash-chained trail, and the trail is meant for the books.

So notes are kept like vat_gb.schemes, as the company's shared records (the company file's records table, beside the trail; docs/sync-settings.md):

Row	What it holds
desk.note.<uuid>	One note per row. JSON: title, text, optional due date, done, optional link to a ledger, voucher or stock item, who and when.
desk.filed.<code>.<period end>	A return marked filed, by whom and when.
desk.calendar	The compliance profile and filing pattern: incorporation date, business form, year-end month, VAT registration date (or not registered), tax period and stagger, corporate tax, audit, TDS and TCS, US states.

Synced like the books

• The rows reach co-workers and the company's accountant on every path the books take: the office server, a self-hosted server, the relay (sealed with the company key) and .khatapkg files.
• They sync on a second channel beside the trail, chosen over an "annotation" entity in the trail so that older apps and servers keep syncing the books (docs/sync-settings.md).
• Each row merges last writer wins. If two people edit one note offline, the later edit wins.
• Deleting a note is final: an edit made offline elsewhere never brings it back.
• They survive a rebase, which takes the records along to the new file.

Rights

These checks are in desk.rs. Users and roles come from khata_core::UserRole.

Who	Can
Auditor (view only), and anyone when the company has no users	Read notes, the calendar and the reminders.
Viewer shares (LAN or relay "viewer")	Read only. lan::check_writable refuses writes, and the server refuses a viewer token's record pushes.
Data Entry	Add notes, change any note, tick done, mark returns filed, delete own notes.
Accountant, Owner	Also delete anyone's note and change the calendar settings.

Reminders from the books (read-only, never stored)

Reminder	What it shows
Bills	Open bill-wise bills with a due date: overdue, or due in range. Receivable or payable.
Post-dated vouchers	Active vouchers dated after the current date (F2), such as post-dated cheques.
MSME (India)	Creditor bills past, or within 7 days of, bill date + 45 days.
ZATCA (KSA)	The queue's waiting and overdue documents.

The home screen shows Due soon. It counts:

• open to-dos and unfiled returns due in the next 7 days;
• bills falling due in the next 7 days;
• post-dated vouchers in the next 7 days;
• the overdue to-dos and returns, as a separate number.

Overdue bills are not counted there; the desk lists them.

Keys

Key	Where	Does
T	Home (Gateway)	Opens the desk ("To-dos and Due Dates"). TallyPrime's Gateway doesn't use T (letters C A H V K N B P S R D O Q).
Go To (Alt+G)	anywhere	"Accountant's Desk" (also found by desk, to-do, notes, reminders, calendar, due dates).
Alt+W	report rows, saved vouchers	Adds a note or to-do on the record under the cursor. Alt+W has no TallyPrime meaning (docs/research/tally-shortcuts.md). Bound in the Report and Voucher contexts only.
Alt+C / Ctrl+Enter / Alt+D	desk	New to-do (dated to the selected day in the calendar) / alter / delete. These are the same keys as the Users and Sharing lists.
Space	desk	Ticks a to-do done, or marks a return filed.
Enter	desk	Opens the row: the party's ledger statement, the voucher, the matching return report for its period, or the ZATCA queue.
Tab	desk	Moves between the lists and the calendar.
Arrows / PgUp, PgDn / Home	calendar	Day and week (mirrored in Arabic) / month / today. Enter goes into the day's items, and Esc comes back.
F12 (Configure)	desk	The compliance profile.
Ctrl+F (Filter)	desk	Cycles the category filter: tax returns, payments, company filings, audit, reminders, to-dos, everything.

What Alt+W notes, by screen

Screen	Alt+W notes
Ledger statement	The ledger
Day Book	The voucher
Trial Balance, group summary, outstanding, ageing and MSME rows	The party or ledger
Stock Summary	The stock item
A saved voucher	The voucher

Notes show on the ledger statement (its own and its vouchers', with ✎ on voucher rows) and under a saved voucher's narration.

Hijri dates

With Ctrl+K → "Show Hijri dates" on:

• the calendar shows each day's Umm al-Qura day number;
• the month heading shows the Hijri months it spans;
• every date in the lists carries the Hijri date.

Weeks start on Sunday for SA and AE companies and on Monday elsewhere.

Phones

desk.css stacks the two columns and wraps each row into two lines. The calendar is a CSS grid, not a table, so mobile.css's sideways-scrolling tables don't apply to it.

4. Open points

• India, TCS statements: the 15th (old Rule 31AA) for quarters to Q4 2025-26, and the 31st under Rule 219(4) from 2026-27. The new date comes from secondary sources only.
• India, TDS and TCS forms: the replacements for 27Q and 27EQ under the 2026 Rules are not confirmed, so the rule text names Forms 138, 140 and 143 only.
• India, GSTR-9: applies only above ₹2 crore, and the date is often extended. It is shown as optional.
• Advance tax: shown to every Indian company, as optional ("when the year's tax is ₹10,000 or more"). Presumptive taxpayers pay once, by 15 March, and are not modelled.
• UAE weekends: whether the FTA moves a deadline that falls on a weekend is unverified.
• UAE, KSA, UK and Singapore staggers: the desk can't know the company's assigned periods. It defaults to calendar quarters, and F12 sets the month a quarter ends in.
• UK Annual Accounting Scheme: not modelled. HMRC's MTD obligations remain the authority.
• Weekends and holidays: no date is moved in any country.
• India, ROC dates: AOC-4 and MGT-7 are dated from the last allowed AGM date. An earlier AGM moves them earlier. Use a to-do for the real date.
• UK, corporation tax for a June year end: 9 months and 1 day is read as 1 April.
• UK, first year: the default accounting reference date is the end of the month of the first anniversary. A first year end within 6 months of incorporation is skipped.
• KSA, CR annual confirmation: the day count is not found. Optional and dated on the anniversary.
• UAE, corporate tax registration: natural persons are registered only above AED 1m turnover. The profile's Y/N decides.
• France, CA3: the day (15th to 24th) depends on the company. The desk shows the 15th.
• US, state sales tax: the 20th is only typical. Each state's day, pre-payments and weekend rule differ. Estimated tax payments are not modelled.
• Mexico, DIOT: monthly by the last day of the next month (LIVA art. 32 VIII). The SAT's 2025 changes to the DIOT format were not checked.
• Germany, adviser deadlines: the later dates for returns prepared by a tax adviser (AO §149(3)) and the permanent extension are not modelled.
• Holidays: no country's public holidays are counted.
• Not built yet:
• assigning a to-do to a user;
• repeating to-dos (a monthly close checklist);
• email or WhatsApp reminders;
• a notes list on the stock item vouchers report.