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Lesemann & Associates has assembled a list of important tax dates for our Clients to remember. This list is intended to be a general reference guide and is not an all-encompassing list of the many tax-related dates. Please contact us to discuss important dates related to your specific tax circumstance


Note: Tax due dates that fall on a non-business day (weekend or legal holiday) are due the following business day.

All Months throughout the Year

FEDERAL EMPLOYMENT TAX DEPOSITS: Frequency Guidelines - Employment tax deposits (income tax withholding, backup withholding, and FICA) are generally made on a monthly, semi-weekly, or next-banking day basis. While a discussion of this topic is too complex for this website, Lesemann & Associates, PLLC can provide specific information for the firm's Business Tax clients.

FEDERAL UNEMPLOYMENT TAXES: Frequency Guidelines - Federal unemployment taxes are generally deposited on a quarterly basis. Lesemann & Associates, PLLC can provide specific information for the firm's Business Tax clients.

STATE TAXES: VARIOUS EMPLOYMENT AND UNEMPLOYMENT TAXES Tax codes vary in each state regarding employment and unemployment tax deposits that are specifically required for state programs.

 
January
2007/01/31 -

Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from last quarter

2007/01/31 -

Employers’ Taxes (Federal) – Form 940 for unemployment (FUTA) taxes from prior year

2007/01/31 -

Employee’s Withholding Statements - Forms W-2

2007/01/31 -

Information Returns – Forms 1099, 1098 et al.

2007/01/15 -

Individual Quarterly Estimated Tax Payment – 4th installment for previous year

February
2007/02/28-

Withholding Statement Transmittals – Forms W-2 with Form W-3

2007/02/28-

Information Return Transmittals – Forms 1099 with Form 1096 or electronic equivalent

March
2007/03/15-

Corporations – last day to file Form 7004 for automatic 6-month extension, if not able to file income tax return by today’s due date

2007/03/15-

Corporations – Income Tax Returns, Federal Forms 1120 and 1120-S et al.

April
2007/04/15-

Annual Informational Returns (Forms 1041-A, 5227) for certain trusts

2007/04/15-

Partnerships - last day to file Form 8736 for automatic 6-month extension, if not able to file income tax return by today’s due date

2007/04/15-

Partnerships – Previous year Income Tax Returns, Federal Forms 1065 et al.

2007/04/15-

Trusts and Estates – Previous year Income Tax Returns, Federal Form 1041. Estates seeking a filing extension must have submitted Form 2758 in time for it to be processed by today’s due date. Trusts seeking an extension have until today to file Form 8736 for an automatic 6-month extension.

2007/04/15-

Trust and Estate Quarterly Estimated Tax Payment – 1st Installment for current year
2007/04/15-

Individual Quarterly Estimated Tax Payment – 1st Installment for current year
2007/04/15-

Corporation Quarterly Estimated Tax Payment – 1st Installment for current year
2007/04/15-

Individuals and Sole Proprietors - last day to file Form 4686 for automatic 6-month extension, if not able to file income tax return by today’s due date

2007/04/15-

Individuals and Sole Proprietors – 2005 Income Tax Returns, Federal Forms 1040, 1040A, 1040EZ et al.

2007/04/30-

Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 1st quarter

May
2007/05/15-

Information Returns – Form 5498s provided to participants and the IRS with prior year IRA and SEP-IRA contributions

June
2007/06/15-

Trust and Estate Quarterly Estimated Tax Payment – 2nd Installment current year
2007/06/15-

Individual Quarterly Estimated Tax Payment – 2nd Installment current year
2007/06/15-

Corporation Quarterly Estimated Tax Payment – 2nd Installment current year
July
2007/04/15-

Trusts – last day to file previous year Form 1041 or automatic 6-month extension

2007/07/31-

Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 2nd quarter of the current year
August
September
2007/09/15-

Individual Quarterly Estimated Tax Payment – 3rd installment for the current year
2007/09/15-

Corporations – Last day to file previous Income Tax Returns on automatic 6-month extension, Federal Forms 1120 and 1120-S et al.

2007/09/15-

Trust and Estate Quarterly Estimated Tax Payment – 3rd Installment of the current year
2007/09/15-

Corporation Quarterly Estimated Tax Payment – 3rd Installment of the current year
October
2007/10/15-

Partnerships – last day to file previous year Form 1065 on automatic 6-month extension

2007/10/15-

Individuals and Sole Proprietors – last day to file previous year Form 1040 on automatic 6-month extension

2007/10/31-

Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 3rd quarter

November
December
2007/12/15-

Corporation Quarterly Estimated Tax Payment – 4th Installment for the current year
 

Lesemann & Associates, PLLC, is a Certified Public Accounting (CPA) firm serving businesses and individuals in the Charlotte NC, Huntersville NC, Cornelius NC, Davidson NC, and all of the Mecklenburg NC area. Our services include: Tax Planning, Budgeting, Financial Planning & Statements, Investment Reviews & Strategies, Recordkeeping, Visit our Accounting services page and review how we can help you grow.