Accounting Task System

Polish accounting firms manage dozens of recurring tax deadlines for each client — monthly VAT filings, quarterly reports, annual declarations — each with different due dates and workday adjustment rules. Tracking these manually with spreadsheets leads to missed deadlines, duplicated effort, and significant compliance risk. As client portfolios grow, the administrative burden of generating and monitoring hundreds of tasks per month becomes unsustainable.

We built OPOLTAX as a modular platform on Winter CMS, consisting of two core plugins: Clients and Tasks. The Clients plugin manages client profiles with Polish tax identifiers (NIP), contact data, and per-client task type activation. The Tasks plugin defines configurable task types with flexible recurrence rules — frequency (monthly/quarterly/yearly), due date offsets, and automatic workday adjustment for weekends. A CLI command (tasks:generate) automatically creates task instances for all active clients with built-in duplicate prevention. The frontend includes a task dashboard, filterable task lists, and client import/export components. The entire platform is bilingual (Polish/English).

The firm replaced manual spreadsheet tracking with a single system that auto-generates all recurring tax tasks with correct deadlines. Staff now see a unified dashboard of upcoming obligations across all clients, with status tracking from open through completion. New clients are onboarded by simply activating the relevant task types — the system handles scheduling automatically.