Tax Return Timelines

Last week of January

1120s Business Tax Return Organizer sent out.

Second week of February

1040 Individual Tax Return Organizer sent out.

Process

Tax season is upon us and we launched a tax tracker to keep you in the loop of where your return is every step of the way.

If your business is an S Corp, its activity is reported on the 1120S Business Tax Return.

If your business is/was not yet an S Corp, its activity is reported on Schedule C of the 1040 Individual Tax Return.

Please note: If you are filing a 1120S Business Tax Return then the return must be finalized (Form 1120S must be accepted by the IRS) before we can start the preparation of your individual (Form 1040) Tax Returns.


1120s Business Tax Return

1120s Business Tax Return - Special Cases

1040 Individual Tax Return

1040 Individual Tax Return - Special Cases


1120s Business Tax Return

We’re working behind the scenes to get everything set up for your business tax return. No action is required by you at this time. Stay tuned!

We'll send a an email with a link so that you can answer the questions we have for you and upload all relevant tax documents.

Hooray! We received your documents and will be reviewing them before we start preparing your business tax return.

It’s in the works! Our accounting team reviewed your information and has notified the tax team that your financials are ready for the tax returns to be prepared. We will reach out to you if we have any questions.

We hit a roadblock and need some additional information from you. Please check your email help us out :)

We’re almost there... We’re making sure all the T’s are crossed and I’s are dotted before we send the return to you for review.

Get your electronic pen ready, we’ve completed your return! Please check your email to review the return and if everything looks good, we’ll need your signature.

We submitted your return and am waiting to hear back from the tax authorities.

We did it! Give yourself a pat on the back and sit back and relax until next tax season.

1120S Business Tax Return - Special Cases

If for any reason the initial tax return deadline cannot be met, we’ll submit a tax return extension on your behalf. This gives us until 9/15 to complete your tax return.

Our request has been approved by the tax authorities. We will reach out to you if we need additional information to complete your tax return.


1040 Individual Tax Return

Once your business tax return is complete, we can begin the process for your individual tax return.

We’re working behind the scenes to get everything set up for your individual tax return. Stay tuned!

A tax organizer has been issued to you. Please look out for an email from us. This email will lead you to a questionnaire and a link to upload all relevant tax documents.

Hooray! We received your documents and will be reviewing them before we start preparing your individual tax return.

It’s in the works! Our tax team reviewed your information and is currently working on your tax return. We will reach out to you if we have any questions.

We hit a roadblock and need some additional information from you. Please check your email and help us out :)

We’re almost there... We’re making sure all the T’s are crossed and I’s are dotted before we send the return to you for review.

Get your electronic pen ready, we’ve completed your return! Please check your email to review the return and if everything looks good, we’ll need your signature.

We submitted your return and am waiting to hear back from the tax authorities.

We did it! Give yourself a pat on the back and sit back and relax until next tax season!

1040 Individual Tax Return - Special Cases

If for any reason the initial tax return deadline cannot be met, we’ll submit a tax return extension on your behalf. This gives us until 10/15 to complete your tax return.

Our request has been approved by the tax authorities. We will reach out to you if we need additional information to complete your tax return.

This tax season, we will be using the following metrics and standards:

  • We will be working on a first in, first out basis for tax returns (read here: the earlier you provide your organizer and complete information to us, the sooner you get your tax return)

Did this answer your question?