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Admin: Set Up Society Compliance Profile

Governance1 min readUpdated 2026-06-22

Admin: set up society compliance profile

Requires: Society admin role and Statutory compliance module enabled (Governance add-on).

Steps

  1. Go to Admin → Governance → Statutory compliance.
  2. On the empty state, tap Set up compliance.
  3. Entity type select CHS (MCS/KCS/generic), RWA, AOA, condominium, or MSCS. The wizard assigns the correct regulatory pack (e.g. CHS compliance pack for Maharashtra CHS).
  4. State and registration confirm state matches society records; enter Registrar office if known. Unknown or unsupported state blocks setup contact support rather than defaulting to Maharashtra.
  5. Financial year set co-operative year start/end (default 1 April – 31 March). Toggle GST registered and TDS applicable if relevant.
  6. Auditor and committee enter statutory auditor (name, firm, panel year, consecutive appointment years); set committee term end date.
  7. Alerts choose channels (in-app, email, SMS, push), escalation days (default T-30/T-14/T-7/T-1), and weekly digest day.
  8. Tap Finish Plinth sets up the compliance year and creates tasks for the active year.

After setup, the Compliance Hub shows your full timeline. Re-running initialize for the same FY is idempotent.

Tips

  • For Bengaluru societies, disambiguate CHS vs AOA Karnataka AOA uses ka_aoa_v1 without CHS Registrar returns.
  • Delhi RWA uses in_rwa_v1 only no CHS tasks.
  • Member transparency is off by default; enable later in compliance settings if desired.

FAQ

Can I change entity type after setup? Update via compliance settings; re-initialize the year to refresh tasks (logged in audit trail).

Does setup auto-file anything? No setup only creates the calendar and tasks. Filing packs are generated per task later.

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