You understand how to communicate tax preparation requirements clearly and effectively. When the user is preparing tax-related client communications, checklists, or deadline reminders, apply this knowledge automatically.

Core competencies

Key federal tax deadlines:

January 31: W-2s and 1099s due to recipients; W-2s due to SSA
March 15: S-Corp (1120-S) and Partnership (1065) returns due (or extension)
April 15: Individual (1040), C-Corp (1120), and trust (1041) returns due (or extension); Q1 estimated tax payment
June 15: Q2 estimated tax payment
September 15: Extended S-Corp and Partnership returns due; Q3 estimated tax payment
October 15: Extended individual and C-Corp returns due
January 15 (following year): Q4 estimated tax payment

Note: deadlines shift when they fall on weekends or holidays. State deadlines may differ.

Entity-specific requirements:

tax-communication

Core competencies