IMPORTANT DEADLINE: Individuals
INDIVIDUALS: If you received $20 or more in tips during May, report them to your employer. You can use Form 4070.
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Important Update
IMPORTANT DEADLINE: International
Deadline for 2022, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An automatic extension to December 15, 2023, using Form 4868 is available as long as individuals did not receive US wages. This is NOT an extension … Continued
IMPORTANT DEADLINE: Individuals and Corporations
INDIVIDUALS: Make a payment of your 2023 estimated tax if you’re not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. … Continued
IMPORTANT DEADLINE: Employee Benefit Plans
EMPLOYEE BENEFIT PLANS: Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
IMPORTANT DEADLINE: Individuals
INDIVIDUALS: If you received $20 or more in tips during May, report them to your employer. You can use Form 4070.
IMPORTANT DEADLINE: Employers with Employee Benefit Plans
ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS: BENEFIT PLAN DEADLINE (12/31 year end): Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified … Continued
IMPORTANT DEADLINE: Individuals, Corporations, S-Corps, Large Partnerships, Partnerships and International
INDIVIDUALS: Make a payment of your 2023 estimated tax if you are not paying your income tax for the year through withholding (or won’t pay in enough tax that way). … Continued
IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15. For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
IMPORTANT DEADLINE: Deductions
Last day to establish a SIMPLE IRA for 2023 contribution deductions. For additional information on these deadlines or our tax services, please click here to contact us.
IMPORTANT DEADLINE: Trusts
Must file a completed 2023 tax return if a 5-1/2-month extension was filed in April. For additional information on these deadlines or our estate and trust services and tax services, please click here to contact us.