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Child and Dependent Care Expenses Organizer Page

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Education Credits and Tuition Deduction Organizer Page

Health Coverage Organizer Page

Vehicle Expense Organizer Page

 

Tax Rates

Personal Tax Rates – Federal Tax Filings

2017 Rates and instructions have not yet been published for the upcoming tax year. Check back with us- and we will have it posted. For now- here is a link to last year’s information to give you an idea of the tax rates you might be facing.

IRS Publication 1040 Tax Tables

Tax Calculation 

To aid in determining how much you should withhold, the IRS has created a withholding calculator. This calculator, while not exact, will help you in estimating your withholding amount. Please pay heed to the cautions, and notices on the IRS.gov web pages, as those notices could determine the ability, or lack of ability of this calculator to help in determining how much you should withhold. For more detailed estimates, you should schedule an appointment with your CPA.

IRS Withholding Calculator

Due Dates

Personal

Initial filing date April 15

Extended filing date  October 15

Partnerships

Initial filing date March15th

Extended filing date September 15th

Sub-S Corporations

Initial filing date March 15

Extended filing date September 15

Corporations

Initial filing date the 15th day of the third month following the year end date.

Six months after the 15th day of the third month following the year end date.

Not For Profit Organizations

The return due dates for a Not for Profit organization depend on the fiscal (not calendar-unless the fiscal and calendar year end are the same) year end. There was a change for the 2017 tax year. Previously there were two three month extensions, now there is only one six month extension.

Ending date of tax year Initial return due date Extended due date
December 31 May 15 November 15
November 30 April 15 October 15
October 31 March 15 September 15
September 30 February 15 August 15
August 31 January 15 July 15
July 31 December 15 June 15
June 30 November 15 May 15
May 31 October 15 April 15
April 30 September 15 March 15
March 31 August 15 February 15
February 28/29 July 15 January 15
January 31 June 15 December 15

Other Business Related Due Dates

Employment Tax Due Dates

By January 31

Form 940, Employers Annual Federal Unemployment Tax Return (FUTA)

Form 943, Employers Annual Federal Tax Return for Agricultural Employees

Form 944, Employers Annual Federal Tax Return-IF the IRS notified you in writing to file Form 944

Form W-2, Wage and Tax Statements with Form W-3

By February 28

All Forms 1099 with Form 1096

Quarterly (April 30, July 31, October 31, January 31)

Forms 941, Employers QUARTERLY Federal Tax return.

Deposits of the federal taxes withheld from employees as well as the social security and medicare taxes withheld/paid for by employees are deposited based on a schedule that is determined by the total tax liability that you have reported. It can vary from bi-weekly, to monthly. Consult your payroll tax professional for more guidance in this area.

We also have provided a comprehensive list of items in our Form Retention page.
We have added some useful links on our Important Links page.