2023 TAX DATES
With 2023 coming to an end it is important to make sure that you have all of your tax forms filed. Use the chart below as a checklist to ensure you are squared away.
| Form | Type of Due Date | 2023 Filing Due Date (TY 2022) | Notes |
|---|---|---|---|
|
Form W-2 (Wage and Tax Statement) |
Due Date |
Tuesday, January 31, 2023 |
No Automatic Extension, please find the note “a” below for more details of extension. |
|
Form 1099-NEC (Nonemployee Compensation) |
Due Date |
Tuesday, January 31, 2023 |
No Automatic Extension, please find the note “a” below for more details of extension. |
|
SF Annual Business Tax Return (If registered in SF) |
Due Date |
Tuesday, February 28, 2023 |
To qualify for a 60-day extension, must complete and submit a request & pay 100% of your tax liability on or before February 28. |
|
DE Franchise Tax (DE Domestic Corporation) |
Due Date |
Wednesday March 1, 2023 |
No Extension |
|
Form 1065 (Partnership Return) |
Due Date |
Wednesday, March 15, 2023 |
Must file return on the 15th day of the 3rd month for Fiscal year. An automatic 6-month extension if file a request form (Form 7004) before 3/15/2023. |
|
Form 1120S (S-Corporation Return) |
Due Date |
Wednesday, March 15, 2023 |
Must file return on the 15th day of the 3rd month for Fiscal year. An automatic 6-month extension if file a request form (Form 7004) before 3/15/2023. |
|
SF Business License Renewal (If registered in SF) |
Due Date |
Wednesday, May 31, 2023 |
No Extension |
|
Form 1040 (Individual Return) |
Due Date |
Tuesday, April 18, 2023 |
An automatic 6-month extension if file a request form (Form 4868) and pay estimate tax liability before 4/18/2023. |
|
FinCEN 114 - (Foreign Bank Acct. Reporting) |
Due Date |
Monday, April 17, 2023 |
An automatic 6-month extension without a request. |
|
Form 1120 (C-Corporation Return) |
Due Date |
Saturday, April 15, 2023 |
Must file return on the 15th day of the 4th month for Fiscal year, please find the note “b” below for more details of a fiscal tax year ending June 30. An automatic 6-month extension if file a request form (Form 7004) before 4/15/2023. |
|
SF 571-L (SF Business Property Statement) |
Due Date |
Wednesday, May 7, 2023 |
No Extension
|
|
Form 990 Series – 990, 990EZ, 990PF (Exempt Organization Return) |
Due Date |
Monday, May 15, 2023 |
An automatic 6-month extension if file a request form (Form 8868) before 5/15/2023. |
|
SF Business Registration Renewal (If registered in SF) |
Due Date |
Wednesday, May 31, 2023 |
No Extension |
|
Form 5500 Series – 5500, 5500SF, 5500EZ (Employee Benefit Plan) |
Due Date |
Tuesday, August 1, 2023 |
Need to file a request form (Form 5558) for extension before 8/1/2023. |
|
CA SI-550 (If registered in CA) |
Due Date |
90 Days from registration date |
Based on the annual business registration date |
Note:
For Forms W-2 or 1099-NEC, only one 30-day extension of time is available. You can file Form 8809 to request the one extension for Forms W-2 or 1099-NEC or the additional extension for the other forms if you meet and select one of the criteria listed.
- The filer suffered a catastrophic event in a federally declared disaster area that made the filer unable to resume operations or made necessary records unavailable.
- ire, casualty, or natural disaster affected the operation of the filer .
- Death, serious illness, or unavoidable absence of the individual responsible for filing the information returns affected the operation of the filer.
- The filer was in the first year of establishment.
- The filer did not receive data on a payee statement such as Schedule K-1, Form 1042-S, or the statement of sick pay required under section 31.6051-3(a)(1) in time to prepare an accurate information return.
A corporation with a fiscal tax year ending June 30 must file by the 15th date of the 3rd month after the end of its tax year.
Need information on the previous year? Here is our article on the 2022 tax year.
All this sound a little overwhelming? If you enroll in Finvisor’s Core Compliance service, we help handle 95% of the above. Click here if you want to learn more and get help with your end of year taxes.
- Last Modified
- January 12, 2024
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