Returns must be filed
Extended Filing Deadline for Individuals - Returns must be filed
Calendar
Please see the generally most important dates for most of our clients.
Important Disclaimer for Context and Use
This is extremely general and does not account for shifting due dates, local matters, payroll, and much more. Below is a classic pareto principle in which we are trying to lock in about 80% of what matters most, generally.
Individuals
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Year-end planning for the current year encouraged
Planning for Individuals - Year-end planning for the current year encouraged
Last day for any calendar year action
Planning Deadline for Individuals - Last day for any calendar year action
Q4 Fed / CA Income tax
Payment Deadline for Individuals - Q4 Fed / CA Income tax
Extension payments, filing, or target return completion
Planning for Individuals - Extension payments, filing, or target return completion
Extension filing / payment / Q1 Fed / CA Income tax
Payment Deadline for Individuals - Extension filing / payment / Q1 Fed / CA Income tax
Sole Member LLC Payment Due
Payment Deadline for Individuals - Sole Member LLC Payment Due
IRA / fixing retirement plan issues / HSA (?)
Planning Deadline for Individuals - IRA / fixing retirement plan issues / HSA (?)
Q2 Payment calculation as needed
Planning for Individuals - Q2 Payment calculation as needed
Q2 Fed / CA Income tax
Payment Deadline for Individuals - Q2 Fed / CA Income tax
Please make sure after subscribing, in your calendar, go to Gillingham CPA calendar settings and turn on the notifications, so you will always be notified with every upcoming event
CA S-Corp / Multi Member LLC
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Pass-through entity (PTE) elective tax (AB-150 Payment)
Planning for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment)
CA S-Corp / C-Corp Estimated tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA S-Corp / C-Corp Estimated tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Annual Fee (based on income) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Annual Fee (based on income) / CA S-Corp & C-Corp […]
Returns must be filed
Extended Filing Deadline for CA S-Corp / Multi Member LLC - Returns must be filed
Pass-through entity (PTE) elective tax (AB-150 Payment)
Planning for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment)
CA S-Corp / C-Corp Estimated tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA S-Corp / C-Corp Estimated tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Please make sure after subscribing, in your calendar, go to Gillingham CPA calendar settings and turn on the notifications, so you will always be notified with every upcoming event
Individuals
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Returns must be filed
Extended Filing Deadline for Individuals - Returns must be filed
Year-end planning for the current year encouraged
Planning for Individuals - Year-end planning for the current year encouraged
Last day for any calendar year action
Planning Deadline for Individuals - Last day for any calendar year action
Q4 Fed / CA Income tax
Payment Deadline for Individuals - Q4 Fed / CA Income tax
Extension payments, filing, or target return completion
Planning for Individuals - Extension payments, filing, or target return completion
Extension filing / payment / Q1 Fed / CA Income tax
Payment Deadline for Individuals - Extension filing / payment / Q1 Fed / CA Income tax
Sole Member LLC Payment Due
Payment Deadline for Individuals - Sole Member LLC Payment Due
IRA / fixing retirement plan issues / HSA (?)
Planning Deadline for Individuals - IRA / fixing retirement plan issues / HSA (?)
Q2 Payment calculation as needed
Planning for Individuals - Q2 Payment calculation as needed
Q2 Fed / CA Income tax
Payment Deadline for Individuals - Q2 Fed / CA Income tax
CA S-Corp / Multi Member LLC
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Pass-through entity (PTE) elective tax (AB-150 Payment)
Planning for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment)
CA S-Corp / C-Corp Estimated tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA S-Corp / C-Corp Estimated tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Annual Fee (based on income) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Annual Fee (based on income) / CA S-Corp & C-Corp […]
Returns must be filed
Extended Filing Deadline for CA S-Corp / Multi Member LLC - Returns must be filed
Pass-through entity (PTE) elective tax (AB-150 Payment)
Planning for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment)
CA S-Corp / C-Corp Estimated tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA S-Corp / C-Corp Estimated tax installment payment
Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
Payment Deadline for CA S-Corp / Multi Member LLC - Pass-through entity (PTE) elective tax (AB-150 Payment) and CA LLC Tax Due payment / CA S-Corp Tax Due payment
CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
Payment Deadline for CA S-Corp / Multi Member LLC - CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment
*Please make sure after subscribing, in your calendar, go to Gillingham CPA calendar settings and turn on the notifications, so you will always be notified with every upcoming event
General Dates | Description | Individuals | CA S-Corp / Multi Member LLC |
|---|---|---|---|
January 15 | Payment Deadline | Q4 Fed / CA Income tax | |
March 15 | Payment Deadline | Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Tax Due payment / CA S-Corp Tax Due payment | |
April 01 | Planning | Extension payments, filing, or target return completion | |
April 15 | Payment Deadline | Extension filing / payment / Q1 Fed / CA Income tax | |
April 15 | Payment Deadline | Sole Member LLC Payment Due | CA LLC Annual Tax payment ($800) / CA S-Corp & C-Corp Estimated Tax installment payment |
April 15 | Planning Deadline | IRA / fixing retirement plan issues / HSA (?) | |
June 01 | Planning | Q2 Payment calculation as needed | |
June 15 | Payment Deadline | Q2 Fed / CA Income tax | Pass-through entity (PTE) elective tax (AB-150 Payment) / CA LLC Annual Fee (based on income) / CA S-Corp & C-Corp Estimated Tax installment payment |
July – August | Vacation | As needed planning and extended return target dates | |
September 01 | Planning | Q3 Payment calculation as needed | |
September 15 | Payment Deadline | Q3 Fed Income tax (no CA payment due) | |
September 15 | Extended Filing Deadline | Returns must be filed | |
October 15 | Extended Filing Deadline | Returns must be filed | |
November 15 | Planning | Year-end planning for the current year encouraged | Pass-through entity (PTE) elective tax (AB-150 Payment) |
December 15 | Payment Deadline | CA S-Corp / C-Corp Estimated tax installment payment | |
December 31 | Planning Deadline | Last day for any calendar year action |