A practical reminder calendar for tax, payroll, and business deadlines.

January–February

Gather income forms, mortgage statements, investment forms, student loan information, and tax documents.

April

Federal individual income tax returns and first-quarter estimated tax payments are commonly due around this period.

June / September

Estimated tax payments may be due for individuals with self-employment or other non-withheld income.

December

Review withholding, charitable giving, retirement contributions, capital gains, and planning opportunities before year-end.

Monthly

Reconcile books, review payroll, categorize expenses, and update cash flow reports.

Quarterly

Review estimated taxes, profitability, payroll tax deadlines, and sales tax responsibilities.

Year-End

Review owner compensation, equipment purchases, receivables, payables, deductions, and tax planning items.

Before Filing

Clean up books, gather support documents, review notices, and confirm filing deadlines with your advisor.

Each Payroll

Review wages, reimbursements, deductions, tax withholdings, and employee changes.

Monthly / Quarterly

Payroll tax and sales tax deadlines vary by business and jurisdiction. Track them carefully.

New Hires

Collect required forms, direct deposit details, payroll setup information, and onboarding records.

Year-End Payroll

Review W-2s, 1099s, payroll reports, benefits, and contractor records.