Request planners:

Request 2023 Personal Income Tax Engagement Organizer
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Request 2023 Business Profit and Loss and Rental Financials Template

Tax Calendar

Jan 16 – Fourth Quarter 2023 Estimates Due.

Mar 15 – Filing Deadline for 2023 extensions or income tax returns of S-Corporations (1120S) and Partnerships (1065).

Apr 15 – First Quarter 2024 Estimates Due.

Filing Deadline for 2023 extensions or income tax returns of Individuals (1040), Trusts (1041), C-Corporations (1120), Foreign Bank Account Reporting (FBAR).

May 15 – Filing deadline for 2023 extensions or income tax returns of Non-Profit/Tax-Exempt Organizations (990).

Filing Deadline for 2023 extensions of Texas Franchise Tax Reports (Form 05-158) or No Tax Due Information Reports Due (Form 05-163).

Jun 17 – Second Quarter 2024 Estimates Due.

Sept 16 – Filing deadline for 2023 income tax filing of calendar year S-Corporations (1120S) and Partnerships (1065) that obtained an extension.

Third Quarter 2024 Estimates Due.

Sept 30 – Filing deadline for 2023 income tax filing of Trusts (1041) that obtained an extension.

Oct 15 – Filing deadline for 2023 income tax returns by calendar-year Individuals (1040) and C-Corporations (1120) that obtained an extension.

Filing deadline for 2023 Foreign Bank Account Reporting (FBAR).

Nov 15 – Filing deadline for 2023 income tax returns of Non-Profit/Tax-Exempt Organizations (990) that obtained an extension.

Filing deadline of 2023 Texas Franchise Tax Reports (Form 05-158) or No Tax Due Information Reports Due (Form 05-163).