GuidesFundingTemplatesDocument Tracker

Document Expiry Tracker

Track document expiry dates and renewal deadlines

Free DownloadExcel

Download Document Tracker

Excel tracker to manage document expiry dates with automatic alerts.

  • Track all compliance documents
  • Automatic expiry warnings
  • Renewal action tracking

No sign-up required

What's Included

Document Register

Comprehensive list of all compliance documents: Tax Clearance, B-BBEE Certificate, COIDA Letter of Good Standing, and more

Expiry Date Tracking

Issue and expiry date columns with automatic days-until-expiry calculations

Alert System

Automatic color coding: red for expired, yellow for expiring within 30 days, green for valid

Renewal Action Log

Track renewal applications, costs, and responsible persons

Documents to Track

Compliance Documents

  • • Tax Clearance Certificate (TCS PIN)
  • • B-BBEE Certificate/Affidavit
  • • COIDA Letter of Good Standing
  • • UIF Registration Certificate
  • • CIPC Annual Return

Business Documents

  • • Business License
  • • Professional Registrations
  • • Insurance Policies
  • • Lease Agreements
  • • Banking Documentation

Related Resources

Never Miss a Renewal Deadline

Download the tracker and stay on top of your compliance documents.

Need Help With Document Renewals?

Get quotes from verified compliance specialists who can manage your renewals and keep your business funding-ready.

  • Verified & B-BBEE compliant providers
  • Free quotes, no obligation
  • Compare multiple providers
  • POPIA compliant process
Document Expiry Tracker Template | Funding Templates | Okhantu | Okhantu