Tax calendar
Every filing and payment date in the year, by month and by who it concerns: you, your business or your employees.
Month
You
Your business
Your employees
15YouFourth-quarter estimated tax
31Your employeesW-2s and 1099s to workers, Q4 payroll return
No filing dates. Send us your records for April.
15Your businessPartnership and S corporation returns
15YouTax return and first-quarter estimate
15Your businessCorporation return
30Your employeesQ1 payroll return
No filing dates.
15YouSecond-quarter estimate
31Your employeesQ2 payroll return
No filing dates. A good month for a mid-year check.
15YouThird-quarter estimate
15Your businessExtended partnership and S corporation returns
15YouExtended tax return
15Your businessExtended corporation return
31Your employeesQ3 payroll return
No filing dates. Year-end planning meetings.
No filing dates. Year-end planning meetings.
US dates for calendar-year filers (sample). A date that falls on a weekend or public holiday moves to the next working day. The ring marks the next date due.
Month by month
For each date, the last day we can take your records and still go through the work with you before it is due.
15 Jan
Fourth-quarter estimated tax
You, if you have income without tax taken off
Send us your records by 5 Jan
31 Jan
W-2s, 1099s and the Q4 payroll return
Your employees and contractors
Send us your records by 15 Jan
15 Mar
Partnership and S corporation returns
Your business
Send us your records by 15 Feb
15 Apr
Tax return, first-quarter estimate, corporation return
You and your business
Send us your records by 1 Mar
30 Apr
Q1 payroll return
Your employees
Filed from the pay runs we already do
15 Jun
Second-quarter estimate
You
Send us your records by 1 Jun
31 Jul
Q2 payroll return
Your employees
Filed from the pay runs we already do
15 Sep
Third-quarter estimate and extended business returns
You and your business
Send us your records by 15 Aug
15 Oct
Extended tax and corporation returns
You and your business
Send us your records by 15 Sep
31 Oct
Q3 payroll return
Your employees
Filed from the pay runs we already do
Dates and cut-offs (sample).
A reminder a month before your dates
Clients get an email a month before each date that is theirs, with the list of papers we still need. A second note follows a week before if anything is missing.
- Only the dates that apply to you
- The papers we still need, in one list
- No reminders in the quiet months
Talk it through first
A first meeting takes 30 minutes, at the office or by video, and costs nothing. Bring your last return and any letters.