Annual Compliance Calendar sample page preview

Annual Compliance Calendar

$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).

An editable annual compliance calendar for independent support workers. It is a month-by-month plan of recurring compliance and operational tasks, so insurance, screening, training and audit preparation do not lapse unnoticed.

What is inside:

  • Monthly tasks from January to December, including quarterly incident and complaints register reviews
  • End of financial year tasks: invoice reconciliation, tax records and a GST registration check
  • Annual reviews of the risk plan, privacy procedure, service agreement, conflicts and boundaries
  • Watch dates table for renewals and expiries, each with a 60-day reminder
  • Watch items from screening, first aid and insurance to vehicle, business name and BAS dates
  • How to use the calendar and re-issue it each January
  • Tracking log: year, month, task, date completed and evidence reference
  • Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
  • Editable DOCX with a placeholder legend, so you enter your details once
  • Instant download

These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.

Buying more than one template? This one is also in

On its own this template is $24.99. Each pack below includes it, plus the rest of the set.

Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.