Building a tax calendar for the year

Deadlines repeat every year, yet they still catch businesses by surprise. A shared calendar between your company and your accountant solves most of the problem.

List every obligation

Federal, state and local filings, payroll deposits and information returns. Note the frequency, due date and owner of each.

Assign owners and reminders

Every deadline needs a person in charge and a reminder with enough lead time to gather the information.

Review it every quarter

Changes in rules or in your business can add or remove obligations. A quarterly review keeps the calendar current.

A shared tax calendar turns deadlines into routine instead of emergencies.

Sample content for a portfolio site. This is not legal or accounting advice.