Small Business Quarterly Tax Reporting Planner (USA)

Many small businesses and self-employed individuals in the U.S. have federal tax obligations that require reporting and/or payments throughout the year, not just annually.

  • **Estimated Income Tax:** Required if you expect to owe $1,000 or more in federal tax. Payments are typically made quarterly (Form 1040-ES).
  • **Payroll Taxes:** If you have employees, you must report and pay federal income tax withholding, Social Security, and Medicare taxes quarterly (Form 941).

This tool helps you plan for these quarterly obligations based on your business information for a selected tax year. It provides standard due dates and lists relevant reporting tasks.

* Standard due dates are April 15, June 15, September 15, and January 15 of the next year. Dates are adjusted to the next business day if they fall on a weekend or holiday. This tool includes weekend adjustments but may not account for all specific federal holidays.

This is a planning tool based on general requirements. Consult with a qualified tax professional for advice specific to your business.

Your Business Information

Small Business Quarterly Tax Reporting Plan

Quarterly federal tax reporting plan for Tax Year based on your business information.

* Standard due dates shown. Dates are adjusted for weekends but may not account for all federal holidays.

** This is a planning tool. Consult a tax professional for specific advice.

Your Business Information:

Tax Year:

Business Structure:

Has Employees:

Quarterly Plan Checklist:

Enter your business information and click "Generate Quarterly Plan".

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