Resources for small business owners
The filing dates and official links clients ask us for most often, gathered in one place.
Key tax deadlines
Dates shift to the next business day when they fall on a weekend or holiday. Portal clients get a reminder ahead of every deadline that applies to them.
- January 31 W-2 and 1099-NEC due to recipients and filed with the IRS.
- March 15 S-Corp (1120-S) and partnership (1065) returns, or the extension request.
- April 15 Individual (1040) and C-Corp (1120) returns, and the Q1 estimated payment.
- June 15 Q2 estimated tax payment.
- September 15 Q3 estimated payment, and extended S-Corp and partnership returns.
- October 15 Extended individual and C-Corp returns.
IRS forms & official links
Straight to the source. These open in a new tab.
- IRS.gov The official source for forms, notices and payments.
- Where’s My Refund? Check the status of a federal refund.
- IRS Direct Pay Pay an estimate or a balance directly from a bank account.
- Form W-9 Request a contractor’s taxpayer information before you pay them.
- Form W-4 Employee withholding certificate.
- Montana Department of Revenue State filing and payment for Montana businesses.
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