Step by step
Record a renewal
When a licence is renewed, a return filed or an inspection passed, record it with the receipt number or the document, and Kila moves it on to its next date.
Once a licence is renewed, record it in Kila the same day, with the receipt or the new certificate. The reminders stop, the evidence is kept for the next inspector, and the obligation moves on to its next date.
Find it on the calendar
Go to Customers and services › Compliance. Anything past its date is Overdue, with how long, such as 3 days overdue. Tap its name.
Tap Record renewal
The obligation opens with its number, the person responsible and Next after this. Tap Record renewal. For an inspection, a tax filing or a return, the button says Mark done.
Give the receipt number
Kila asks for the evidence your business wants, here “Give a receipt, permit or acknowledgement number, or attach the document.” Check Done on, and type the Receipt or acknowledgement number.
Steps 3 to 6 on one form. Attach the receipt or the new certificate
Under Evidence, tap Choose a file: “A photo or PDF of the licence, receipt or acknowledgement, up to 4 MB”.
Check the next date
Next date is “The new expiry or due date”: Kila fills in a year on for something renewed every year. Change it to the date on the new certificate if it differs, and type the New number if the renewal has one.
Tap Record
Kila says Recorded. Next date: …, with the new date. The obligation shows Done before, with who recorded it and evidence kept, and the receipt is under Documents, marked Evidence.
It was done once and does not repeat
Link to this section: It was done once and does not repeatFor something done once, leave the next date empty. Kila records it as done for good, and it leaves the list.
You want to see what was renewed lately
Link to this section: You want to see what was renewed latelyOpen the Done tab: “Renewals, filings and inspections recorded, with their evidence”.
The business asks for a document every time
Link to this section: The business asks for a document every timeThen Record works only once a document is attached. The owner chooses this in the calendar’s Settings: see How the compliance calendar works.
Needs a manager
Overdue obligations are counted at the top of the calendar until someone records them. Whoever is responsible, and everyone who manages compliance, is reminded before the date.
- Add a licence or permit: put one on the calendar.
- How the compliance calendar works: reminders and evidence.
- Prepare the VAT return: VAT returns are marked filed in Tax.