Review & reporting
Track state and custom deadlines
Add report dates and manage the list without relying on automated emails.
Before you start
Check reporting dates with the state agency or PRO. Set your selling footprint for suggested state dates.
Access needed
All members can view deadlines; owners, admins and editors manage them.
Steps
- Open Deadlines and choose Add state report dates to add available reference dates for your selling states.
- For another task, enter Custom deadline and Due date, then choose Add.
- Review the upcoming list and urgency labels. Visual warnings use the 30-, 14- and 3-day windows.
- Mark a completed task using its completion action; reopen it if work remains. Use Delete only for an entry you no longer need.
- Maintain your own reminder/calendar process until automated email reminders are available.
Expected result
Deadlines are tracked inside Tareproof. Adding or completing an entry does not submit a report or send an automated reminder.
Common problems
- Some states may not have a published reference date; add a verified custom date when needed.
- Dates can change. A stored date is not evidence that the agency has confirmed it.
- Automated reminder emails are deferred; do not depend on an inbox notification.