Tax Center
Tax compliance hub —
$0.00
from invoices / bank
$0.00
Schedule C expenses
$0.00
income − deductions
$0.00
SE + federal + NM state
Quarterly Estimated Tax Payments
| Quarter | Due Date | Est. Payment | Status | Actions |
|---|
1099-NEC Forms
IRS threshold: $600
| Contractor | Total Paid YTD | W-9 on File | 1099 Required | Status | Action |
|---|
Schedule C Worksheet
This is a worksheet — not the actual IRS form. Provide to your accountant or use for reference when filing.
| Line | Category | Description | Amount | Source |
|---|
W-9 Collection
| Contractor | W-9 Status | TIN on File | Actions |
|---|
Year-End Tax Checklist
| # | Task | Deadline | Status | Notes |
|---|
Payroll Tax Forms
Generate W-2, W-3, Form 941, and Form 940 from your payroll data. All data is auto-populated from pay runs.
Form W-2 — Wage and Tax Statement
Annual statement of wages paid and taxes withheld for each W-2 employee. Must be provided to employees and filed with SSA by January 31.
| Employee | Gross Wages | Federal Tax | SS Tax | Medicare Tax | State Tax | Action |
|---|
Form 941 — Employer's Quarterly Federal Tax Return
Report income taxes, Social Security tax, and Medicare tax withheld from employees' paychecks. Due by the last day of the month following each quarter end.
Form 940 — Annual Federal Unemployment (FUTA) Tax Return
Report annual FUTA tax. Due by January 31 of the following year. FUTA tax rate is 6.0% on the first $7,000 of each employee's wages, with a 5.4% credit for state unemployment taxes paid.