This checklist will make tax filing and end of year tasks easier.

Use Our Simple Checklist for Your Small Business’ End of Year Tasks

Posted December 7, 2017 by Justworks in Keeping Compliant
Tax filings and paperwork are scary. This end of year checklist isn’t.

There’s no way around it — end of year paperwork and tax filings are a massive headache.

And if you’re not careful with filing business taxes correctly, you may find your company slapped with unexpected fines.

But it’s not just tax filings you have to worry about. It’s also end of year bonuses and commissions, rounding out 401(k) contributions, informing employees about their FSA funds, and a multitude of other tasks.

These tasks may feel daunting, which is why we’d like to help you out. And the first step to that is getting organized.

To help keep you organized and demystify some end-of-year tasks, we've created a downloadable document which lists common federal tax filings and dates.

Close out the year’s tasks with our informative tax return checklist.

Download Now

This checklist includes:

  • Name and overview of common federal tax filings
  • Due dates when applicable
  • Checkbox for completion

Keep in mind that this checklist is not exhaustive, and different or additional requirements may apply to your particular business. Also, state and localities may have different forms and filing deadlines. If you’re unsure of what forms or tasks apply to your company, it’s best to reach out to your tax advisor or legal counsel.

You may also be relieved to know that you have more time than you might think. While some federal tax filings are due at the end of January, other forms aren’t due until as late as mid-April.

Ready to check those boxes and move onto planning for the new year? You can download the checklist for free here.

How Justworks Can Help

We’re guessing you didn’t get into business just to file paperwork. Justworks is a PEO, or Professional Employer Organization that can help you manage your payroll and related tax paperwork, and in many cases, can file for you. That means at the end of the year, you’ll have one less thing to worry about. You can learn more about us here.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.