tax season timeline

Tax Season Timeline

All documents requested should be sent to taxhelp@bookly.co

March

15th – S-Corp and Partnership (Multi-Member LLC) filing deadline.  Either the tax return or a valid extension must be filed by midnight

April

15th – IRS closed for a Washington D.C. holiday, tax deadline pushed out a few days

18th – Deadline for C-Corp, Single Member LLC's and Individuals. Either the tax return or a valid extension must be filed by midnight

September

15th - Extended S-Corp, C-Corp, Partnership (Multi-Member LLC) deadline

October

15th - Extended Individual & Single Member LLC tax return deadline

Initial Information Needed to Prepare:

If we have prepared your tax returns in a previous year, we will not need a prior year tax return as they will already be on record.

If we have done your bookkeeping for this taxable year, you can skip entering the income/expenses section in the tax organizer and tax notebook.

Due March 15th

S-Corporation Returns

·       Completed S Corp Organizer (PDF)

·       Income statement (or our bookkeeping service), if not included in the organizer

·       If applicable, 2015 S Corp tax return

o   Does not apply to businesses started in 2016

·       S Corp confirmation letter from the IRS. 

PARTNERSHIP/MULTI-MEMBER LLC RETURNS (MUST BE COMPLETED BEFORE PERSONAL TAXES CAN BE FILED)

·       Completed MMLLC Organizer (PDF)

·       Income statement (or our bookkeeping service), if not included in the organizer

·       If applicable, 2015 MMLLC tax return

o   Does not apply to businesses started in 2016

Due April 15th

C-Corporation Returns

·       Completed C Corp Organizer (PDF)

·       Income statement (or our bookkeeping service), if not included in the organizer

·       If applicable, 2015 C Corp tax return

o   Does not apply to businesses started in 2016

Single-Member/Sole Proprietorship Returns (filed WITH personal taxes)

·       Completed SMLLC Organizer (PDF)

·       Income statement (or our bookkeeping service), if not included in the organizer

·       All other requirements for a personal tax return listed below

Personal Tax Returns

·       Completed Tax Notebook (Link)

o   If you are a new tax client, please click on “New Tax Client.” Make sure all pop-up blockers are disabled for tax notebook website (instructions for disabling pop-up blocker here)

o   If you are a returning client, please see the email we sent to you with log in info or contact us to get that info

o If you are having problems with the tax notebook or prefer to use an individual organizer instead of the tax notebook here is the link: Individual Organizer (PDF)

·       Copy of 2015 personal tax return

·       Copies of all tax documents (W-2’s, 1099’s, 1098’s, 1095's, etc…)

 

After a review of the information you send us, we may contact you to request additional information.