A freelancer setting up quarterly payment remindersSomeone newly self-employed has to make estimated payments four times a year, with no payroll withholding to fall back on if a date slips. Filtering to Quarterly Estimated Tax isolates the 1040-ES dates so they can be copied into a personal calendar — a necessary step, because the page itself issues no reminders of any kind.
A bookkeeper checking when entity returns are duePartnerships and S corporations file roughly a month before individuals, because the K-1s they issue feed the partners’ personal returns. Filtering to Business Returns puts the March and April dates side by side with their form numbers, which is the quickest way to confirm the sequence before promising a client a delivery date.
Weighing up whether to file an extensionSeeing the April original date and the October extended date in the same list makes the six-month gap concrete. It also makes the limit of an extension obvious: the filing date moves and the payment date does not, so an extension solves a paperwork problem rather than a cash-flow one, however much it may feel otherwise.
Printing a one-page desk reference in JanuaryA practice or a small business owner can print the unfiltered calendar at the start of the year and pin it above the desk. The printed copy is static, which is exactly what a desk reference should be — though it does mean the day countdowns freeze at the moment of printing and should be ignored thereafter.
Input: Filter to Quarterly Estimated Tax and look at the 2025 payment dates.Result: Q1 falls on Tuesday 15 April 2025, Q2 on Monday 16 June 2025, and Q3 on Monday 15 September 2025. The June date is the 16th because 15 June 2025 is a Sunday. The fourth payment for 2025 is due in January 2026, which is beyond the range this calendar covers.
Input: Filter to Business Returns for the 2024 tax year.Result: S-corporation returns on Form 1120-S and partnership returns on Form 1065 are both dated Monday 17 March 2025 — the 15th was a Saturday — while C-corporation returns on Form 1120 are dated Tuesday 15 April 2025, the same day as individual returns.
Input: Filter to Extensions.Result: The calendar lists 15 October 2024 and 15 October 2025 as the extended individual filing dates behind Form 4868. Note what the entry does not say: an extension moves only the filing date. Tax owed is still due at the April deadline, and interest runs from then.