2025 TAX DEADLINES FOR AFFECTED TAXPAYERS
Under section 7508A, the IRS gives affected taxpayers until May 1, 2025, to file most tax returns (including individual, corporate, and estate and trust income tax returns; partnership returns, S corporation returns, and trust returns; estate, gift, and generation-skipping transfer tax returns; annual information returns of tax-exempt organizations; and employment and certain excise tax returns), that have either an original or extended due date occurring on or after Oct. 5, 2024, and before May 1, 2025, are granted additional time to file through May 1, 2025.
Affected taxpayers that have an estimated income tax payment originally due on or after Oct. 5, 2024, are postponed through May 1, 2025, will not be subject to penalties for failure to pay estimated tax installments as long as such payments are paid on or before May 1, 2025.
2024 TAX ORGANIZERS
Please print and complete each form and upload it to your client portal. Please provide any supporting documentation if required. Any missing or incomplete information could delay your tax return(s) completion.
If you do not see the organizer that you feel best meets your needs, please feel free to contact us at ncoxcpa@outlook.com.
Please click the individual links below to download the PDF Copy required.
Form 1120 Tax Organizer for Filing Period 2024 (For S-Corporations & Corporation)
Form 1065 Tax Organizer for Filing Period 2024 (For Partnerships)
Form 990 Tax Organizer for Filing Period 2024 (Tax-Exempt Organizations)
Form 1040 Tax Organizer for Filing Period 2024 (For Individuals)
NEW CLIENT INTAKE FORMS
Please print and complete each form and upload it to your client portal. Please provide any supporting documentation if required.
