Tax Ready Reminders for 2025
Planning ahead for tax ready deadlines is a simple way to reduce stress surrounding taxes and give our team sufficient time to prepare your return and file to keep you in compliance. Please put the applicable dates (with ample lead time) for your filing status into your calendar for a smooth and worry-free 2025.
To be tax ready you must have uploaded all documents to the portal, completed the questionnaire and submitted payment.
Dates
For S-Corporations (Form 1120-S), Partnerships & Multi-Member LLCs (Form 1065)
- Tax ready deadline is February 1, 2025 to e-file by March 15, 2025
- For extended returns, the tax ready deadline is July 15, 2025 to e-file by September 15, 2025
Individuals and Single-Member LLCs (Form 1040), C-Corporations (Form 1120) and Trusts (Form 1041)
- Tax ready deadline is March 1, 2025 to e-file by April 15, 2025
- If you plan to file an extension and need to pay estimated tax, you must be as tax ready as possible by March 1, 2025, including estimates for any missing documents – this gives our team time to prepare an estimate of the tax due with your extension by April 15, 2025
- For extended returns, the tax ready deadline is July 31, 2025 to e-file by October 15, 2025
NOTE for business clients: We will automatically pull financials from QuickBooks Online on behalf of Client Accounting Services clients. If you maintain your own books and we already have access to your QBO account, we can export financials once you notify us that your books have been finalized for the year and have sent your W-3 & W-2s.
Please upload the following to the client portal:
- Profit and Loss statement in Excel for the year just ended
- Comparative Balance Sheet (Year Ended + Prior Year) in Excel
- General Ledger Report in Excel
- List of fixed assets purchased and disposed of during the year, if not clear in QB
- PDF Copies of the W-3 and all W-2’s
- PDF Copy of Form 1096 – Summary of 1099s sent
Resources
Too many reminders?
To keep you informed of upcoming dates and deadlines, our operations team will send periodic reminders via email and through your portal.
We understand some delays can be caused by waiting on a Schedule K-1 or another document out of your control. Please email concierge@accountabilityservices.com if you would like to have reminder messages paused during this time.
