Corporated - sgml/signature GitHub Wiki

Deadlines

date_driven_kpis:
  - name: "Annual Tax Filing Deadline"
    description: "Deadline for filing Form 1120 or 990 for exempt organizations."
    date: "April 15"
    applicable_to: "All U.S. incorporated entities with exemptions"
    notes: "Can be extended to October 15 with Form 7004."

  - name: "Quarterly Estimated Tax Payments"
    description: "Deadlines for submitting estimated tax payments (Form 1040-ES or 1120-W)."
    dates:
      - "April 15"
      - "June 15"
      - "September 15"
      - "January 15 (following year)"
    applicable_to: "Entities with taxable income"
    notes: "Avoid penalties by paying at least 90% of the current year's tax liability."

  - name: "Annual Audit Completion"
    description: "Deadline for completing financial audits for exempt organizations."
    date: "Varies by fiscal year-end"
    applicable_to: "Organizations required to undergo audits"
    notes: "Typically 3-6 months after fiscal year-end."

  - name: "State Compliance Filings"
    description: "Annual reports or franchise tax filings required by state governments."
    date: "Varies by state"
    applicable_to: "All incorporated entities"
    notes: "Check specific state requirements for deadlines."

  - name: "IRS Form 990 Submission"
    description: "Deadline for exempt organizations to file Form 990 (Return of Organization Exempt from Income Tax)."
    date: "May 15"
    applicable_to: "Nonprofits and exempt organizations"
    notes: "Can be extended to November 15 with Form 8868."

  - name: "Employer Payroll Tax Filings"
    description: "Quarterly filing of Form 941 to report payroll taxes withheld."
    dates:
      - "April 30"
      - "July 31"
      - "October 31"
      - "January 31 (following year)"
    applicable_to: "Employers"
    notes: "Ensure timely deposits to avoid penalties."

  - name: "Compliance Check for Exempt Status"
    description: "Periodic review to ensure compliance with IRS exemption requirements."
    frequency: "Annually"
    applicable_to: "Exempt organizations"
    notes: "Failure to comply may result in revocation of exempt status."

  - name: "State Charitable Registration Renewal"
    description: "Deadline for renewing charitable solicitation registrations with state authorities."
    date: "Varies by state"
    applicable_to: "Nonprofits soliciting donations"
    notes: "Typically required annually."

  - name: "Government Contract Reporting"
    description: "Submission of compliance reports for entities with government contracts."
    frequency: "Quarterly or annually"
    applicable_to: "Entities with federal or state contracts"
    notes: "Deadlines depend on contract terms."

  - name: "OSHA Form 300A Posting Removal"
    description: "Deadline to remove OSHA Form 300A summarizing work-related injuries and illnesses."
    date: "April 30"
    applicable_to: "Employers subject to OSHA reporting"
    notes: "Maintain records for at least five years."
Corporated - sgml/signature GitHub Wiki

Deadlines

SChapman
