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The Smarter Startup
Jan 22, 2024

Tax Deadlines for Startups in 2024

Tax deadlines for startups in 2024, including federal filing dates and key dates for San Francisco, New York, and Seattle.

2024 U.S. Tax Deadlines for Startups

    • JAN 31:
    • FEB 29:
      • W-2 and 1099-MISC, 1099-NEC filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
      • IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
    • MAR 1:
    • MAR 15:
      • Federal and State income tax return for S-Corp and Partnership; or Federal and State income tax extension filing for S-Corp and Partnership
    • APR 1:
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • APR 15:
      • Federal and State income tax return of Individuals, Corporations; or
      • Federal and State income tax extension filing for individual, Corporations
      • Federal Quarterly Estimated Taxes (Q1)
      • FinCEN 114 – FBAR (will be allowed to extend)
    • APR 30:
      • Quarterly Sales and Use tax filing
    • MAY 15
      • Form 990 Series – Tax Exempt Organizations
      • Form 8868 – Application for Extension of Time to File an Exempt Organization Return
    • JUN 1:
    • JUN 17
      • Federal Quarterly Estimated Taxes (Q2)
    • JUL 1:
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • JUL 31:
      • Quarterly Sales and Use tax filing
      • Annual Return/Report of Employee Benefit Plan
    • SEP 1:
    • SEP 16:
      • Federal Quarterly Estimated Taxes (Q3)
      • Federal and State income tax return for S-Corp and Partnership with filed extension
    • SEP 30
      • Form 1041 Extended Return
    • OCT 1:
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • OCT 15:
      • Federal and State income tax return for Individuals and Corporation with filed extension
      • FinCEN 114 (Extended return)
      • Form 5500 Series Extended Return
    • OCT 31:
      • Quarterly Sales and Use tax filing
    • NOV 15
      • Federal and state income tax return for Exempt Organizations with filed extension
    • DEC 1:
    • DEC 16:
      • Federal Quarterly Estimated Taxes (Q4)

    San Francisco 2024 Tax Deadlines For Startups

    • JAN 31:
    • FEB 29:
      • W-2 and 1099-MISC, 1099-NEC filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
      • IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
      • San Francisco Annual Gross Receipts, Payroll and Rent Tax Returns. 60-Day extension is available for filing the tax return, but not paying any tax due.
    • MAR 1:
    • MAR 15:
      • Federal and State income tax return for S-Corp and Partnership; or
      • Federal and State income tax extension filing for S-Corp and Partnership
    • APR 1:
      • SF 571-L Business Property Tax Filing Due. Initial Deadline
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • APR 10:
      • Second Installment deadline to pay the Property tax bill to San Francisco County
    • APR 15:
      • Federal and State income tax return of Individual, Trust and C-Corporation; or
      • Federal and State income tax extension filing for individual, Trust and C-Corp
      • Federal Quarterly Estimated Taxes (Q1)
      • FinCEN 114 – FBAR (will be allowed to extend)
      • California Estimated tax payment
    • APR 30:
      • Quarterly Sales and Use tax filing
      • San Francisco Quarterly (Q1) Estimated Tax Payment
    • MAY 7:
      • SF 571-L Business Property Tax Filing. Final date to avoid a 10% penalty.
    • MAY 15
      • Form 990 Series – Tax Exempt Organizations
      • Form 8868 – Application for Extension of Time to File an Exempt Organization Return
    • MAY 31
      • San Francisco Business Registration Renewal
    • JUN 1:
    • JUN 17
      • Federal Quarterly Estimated Taxes (Q2)
      • California Quarterly Estimated Taxes (Q2)
    • JUL 1:
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • JUL 31:
      • Quarterly Sales and Use tax filing
      • San Francisco Quarterly (Q2) Estimated Tax Payments
    • AUG 1
      • Annual Return/Report of Employee Benefit Plan
    • AUG 31
      • SF 571-L Business Property Tax Payment Due
    • SEP 1:
    • SEP 16:
      • Federal Quarterly Estimated Taxes (Q3)
      • Federal and State income tax return for S-Corp and Partnership with filed extension
    • SEP 30
      • Form 1041 Extended Return
    • OCT 1:
      • R&D Tax Credit Form 941 to claim R&D credit against payroll taxes
    • OCT 15:
      • Federal and State income tax return for Individuals and Corporation with filed extension
      • FinCEN 114 (Extended return)
      • Form 5500 Series Extended Return
    • OCT 31:
      • Quarterly Sales and Use tax filing
      • R&D Tax Credit Form 941 (Q3) to claim R&D credit against Payroll taxes
      • San Francisco Quarterly (Q3) Estimated Tax Payments
    • NOV 15
      • Form 990 Series Extended Return
      • California Franchise Tax Due (extended)
    • DEC 1:
    • DEC 10
      • San Francisco County Property Tax Bill First Installment
    • DEC 16
      • Federal Quarterly Estimated Taxes (Q4)
      • California Quarterly Estimated Taxes (Q4)
    • VARIABLE:

    New York 2024 Tax Deadlines For Startups

    • JAN 15:
      • NY Estimated Tax Payment Q4 of 2021 – Individual, Partnership, and S Corp.
    • JAN 22:
      • NY Sales Tax Return Due for Monthly Filers
    • JAN 31:
    • FEB 20:
      • NY Sales Tax Return Due for Monthly Filers
    • FEB 29:
      • W-2 and 1099-MISC, 1099-NEC filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809 ⎫
      • IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
    • MAR 15:
      • Federal and NY state and NYC  income tax return for S-Corp and Partnership; or
      • Federal and NY state and NYC  income tax extension filing for S-Corp and Partnership
    • MAR 20:
      • NY Sales Tax Return Due for Monthly Filers
      • NY Sales Tax Return Due for Quarterly Filers
      • NY Sales Tax Return Due for Annually Filers
    • APR 1:
      • R&D Tax Credit Form 941 (Q1) to claim R&D credit against payroll taxes
    • APR 15:
      • Federal and NY State income tax return of Individual, Trust and C-Corporation; or
      • Federal and NY State income tax extension filing for individual, Trust and C-Corp
      • Federal Quarterly Estimated Taxes (Q1)
      • FinCEN 114 – FBAR (will be allowed to extend)
    • APR 20
      • NY Sales Tax Return Due for Monthly Filers
    • MAY 15
      • Form 990 Series – Tax Exempt Organizations
      • Form 8868 – Application for Extension of Time to File an Exempt Organization Return
    • MAY 20
      • NY Sales Tax Return Due for Monthly Filers
    • JUN 17:
      • Federal Quarterly Estimated Taxes (Q2)
      • NY Estimated Tax Payments
    • JUN 20:
      • NY Sales Tax Return Due for Monthly Filers
      • NY Sales Tax Return Due for Quarterly Filers
    • JUL 20
      • NY Sales Tax Return Due for Monthly Filers
    • JUL 31:
      • Annual Return/Report of Employee Benefit Plan
      • R&D Tax Credit Form 941 (Q2) to claim R&D credit against payroll taxes
    • AUG 20:
      • NY Sales Tax Return Due for Monthly Filers
    • SEPT 16:
      • Federal Quarterly Estimated Taxes (Q3)
      • NY Estimated Tax Payments
      • Federal and NY State income tax return for S-Corp and Partnership with filed extension
    • SEPT 20:
      • NY Sales Tax Return Due for Monthly Filers
      • NY Sales Tax Return Due for Quarterly Filers
    • OCT 15:
      • Federal and NY State income tax return for Individuals and Corporation with filed extension
      • FinCEN 114 (Extended return)
      • Form 5500 Series Extended Return
    • OCT 31:
      • Quarterly Sales and Use tax filing
      • R&D Tax Credit Form 941 (Q3) to claim R&D credit against payroll taxes
    • NOV 15
      • Form 990 Series Extended Return
      • NY Sales Tax Return Due for Monthly Filers
    • DEC 16:
      • Federal Quarterly Estimated Taxes (Q4)
      • NY Corporation Estimated Tax Payments
    • DEC 20:
      • NY Sales Tax Return Due for Monthly Filers
      • NY Sales Tax Return Due for Quarterly Filers

    Seattle 2024 Tax Deadlines For Startups

    • JAN 25:
      • Prior Year Q4 Seattle Business License Tax for Quarterly Filers
    • JAN 31:
      • Washington State Fund Quarterly Report (Q4 – Payroll Tax)
      • Seattle Business License Tax Deadline for Annual Filers.
      • R&D Tax Credit Form 941 (Q4 2021) to claim R&D credit against Payroll taxes
      • 1099NEC and W-2s
      • 3921 and 3922 Stock Options Exercise reporting
    • FEB 29:
      • W-2 and 1099-MISC, 1099-NEC filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
      • IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings – if paper-filing (due March 31 if e-Filing). Additional 30 days extension – File Form 8809
    • MAR 1:
    • MAR 15:
      • Federal and State income tax return for S-Corp, and Partnership
      • Federal and State income tax extension filing for S-Corp and Partnership
    • APR 15:
      • Federal and State income tax return of Individual, Trust and C-Corporation; or
      • Federal and State income tax extension filing for individual, Trust and C-Corp
      • Federal Quarterly Estimated Taxes (Q1)
      • FinCEN 114 – FBAR (will be allowed to extend)
      • Washington Annual Excise Tax Return (Business & Occupation Tax)
    • APR 29:
      • Washington Q1 Excise Tax Return
      • Washington Personal Property Tax Listing Form and 50% of Property Taxes
      • Washington State Fund Quarterly Report (Q1 – Payroll Tax)
    • MAY 2
      • R&D Tax Credit Form 941 (Q1) to claim R&D credit against payroll taxes
    • MAY 15
      • Form 990 Series – Tax Exempt Organizations
      • Form 8868 – Application for Extension of Time to File an Exempt Organization Return
    • JUN 1:
    • JUN 17
      • Federal Quarterly Estimated Taxes (Q2)
    • JUL 25
      • Seattle Q1 Business License Tax for Quarterly Filers
    • JUL 31:
      • Washington State Fund Quarterly Report (Q2 – Payroll Tax)
      • Washington Q2 Excise Tax Return
      • Annual Return/Report of Employee Benefit Plan
      • R&D Tax Credit Form 941 (Q2) to claim R&D credit against payroll taxes.
    • SEP 1:
    • SEP 16:
      • Federal Quarterly Estimated Taxes (Q3)
      • Federal and State income tax return for S-Corp and partnership with filed extension
    • SEP 30
      • Form 1041 Extended Return
    • OCT 15:
      • Federal and State income tax return for Individuals and Corporation with filed extension
      • FinCEN 114 (Extended return)
      • Form 5500 Series Extended Return
    • OCT 25
      • Seattle Q1 Business License Tax for Quarterly Filers
    • OCT 31:
      • Washington State Fund Quarterly Report (Q3 – Payroll Tax)
      • Washington Personal Property Tax Due (Remaining 50%)
      • Washington Q3 Excise Tax Return
      • R&D Tax Credit Form 941 (Q3) to claim R&D credit against Payroll taxes
    • NOV 15
      • Form 990 Series Extended Return
    • DEC 1:
    • DEC 16
      • Federal Quarterly Estimated Taxes (Q4)
    • VARIABLE:
      • Annual renewal of your business license

    🆕Corporate Transparency Act Reporting Deadlines

    • Startups formed before January 1, 2024, must file their initial Beneficial Ownership Information (BOI) report by January 1, 2025.
    • Startups formed any time in 2024 must file their initial BOI report with FinCEN within 90 days after receiving actual or public notice of their company’s creation or registration, whichever is earlier.