Quarterly Tax Calendar | Own Your Taxes

Use this calendar to stay organized throughout the year and keep important tax-related deadlines on your radar.

This calendar is intended as a planning tool and should not replace official IRS guidance regarding filing and payment deadlines.

January

□ Review prior-year income and expenses.
□ Organize receipts and financial records.
□ Prepare for upcoming tax season.
□ Verify estimated tax payment records.

February

□ Collect tax forms and statements.
□ Review bookkeeping records.
□ Confirm income records are complete.
□ Organize supporting documentation.

March

□ Review tax return preparation progress.
□ Locate any missing records.
□ Review mileage logs.
□ Organize expense documentation.

April

Quarterly Planning Month

□ Review first-quarter income.
□ Review first-quarter expenses.
□ Update bookkeeping records.
□ Review cash flow and tax planning.

May

□ Reconcile business accounts.
□ Organize digital records.
□ Review business goals.
□ Catch up on any missing bookkeeping.

June

Mid-Year Review

□ Review year-to-date income.
□ Review year-to-date expenses.
□ Verify mileage records.
□ Update tax planning estimates.

July

□ Organize receipts and invoices.
□ Review financial reports.
□ Verify account reconciliations.
□ Continue regular recordkeeping.

August

□ Review business performance.
□ Check for missing records.
□ Update income tracking systems.
□ Review upcoming year-end plans.

September

Third-Quarter Review

□ Review income and expenses.
□ Update mileage logs.
□ Organize documentation.
□ Begin thinking about year-end planning.

October

□ Review bookkeeping accuracy.
□ Organize digital files.
□ Review business goals.
□ Prepare for year-end recordkeeping.

November

□ Review income trends.
□ Organize expense records.
□ Review estimated tax planning.
□ Identify recordkeeping improvements.

December

Year-End Planning Month

□ Complete year-end record review.
□ Organize receipts and documentation.
□ Verify income records.
□ Review mileage logs.
□ Prepare for the upcoming tax season.

Monthly Checklist

□ Track income.
□ Record expenses.
□ Save receipts.
□ Update mileage records.
□ Reconcile bank accounts.
□ Review financial activity.

Tip: Tax season is easier when organization becomes a year-round habit. Small monthly reviews can prevent major headaches later.

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Disclaimer: This article is provided for educational purposes only and should not be considered tax, legal, or financial advice. Tax situations vary. Consider consulting a qualified tax professional regarding your specific circumstances.