Annual compliance calendar
The recurring deadlines a residential PM firm should have on the calendar every year.
Treat compliance as a calendar problem. Put every recurring obligation on a shared calendar with an owner and a reminder. Exact dates vary by state, so confirm each against your state page and your regulator.
Rules to check in your state: Required landlord disclosures by state · Rent increase notice requirements by state
Related guides: 1099 Rules for Property Managers in 2026: Who Files What · Property Manager Trust Accounting Rules: What Regulators Audit
Related guides: 1099 Rules for Property Managers in 2026: Who Files What · Property Manager Trust Accounting Rules: What Regulators Audit
January
Monthly
Spring
Summer
Fall
Renewal date
Want this to run without a spreadsheet?
Workflow software can create the tasks in a checklist like this, assign them and set due dates from the lease. Walk through what that would look like for your company with Julian.
Book a 20-minute call
With Julian Calvo, who works with property management companies at LeadSimple.
Related: Owner onboarding, Tenant move-in, Move-out and turnover, Lease renewals, Delinquency.