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Where are you now?
Brand new or already running, most owners are dealing with a few of these at once. Check what's true today and your first moves show up on the right.
Your first moves
Check an issue on the left to see where to start.
Where are your files today?
Give your accountant access in QuickBooks
An accountant user doesn't count against your QuickBooks user limit and can be removed any time.
- Sign in to QuickBooks Online as the primary admin.
- Click the gear icon, then Manage users.
- Open the Accounting firms tab and click Invite.
- Enter the accountant's name and this email, then click Send:
laurapoincot@gmail.com
Send your snapshot to Laura
This builds a short summary from your answers above. Copy it into an email to laurapoincot@gmail.com, or keep it for your own notes.
08
The Florida compliance calendar
For a calendar-year company. Put these on a shared calendar the day you form, with reminders two weeks out. When a date lands on a weekend or holiday, it moves to the next business day.
| When | What's due | Who |
|---|---|---|
| Every month | Sales tax return and payment (monthly filers). Due the 1st, late after the 20th. Reconcile every bank and card account. Payroll tax deposits on your deposit schedule. | FL DOR · IRS |
| Jan 15 | Q4 estimated income tax payment (owners) | IRS |
| Jan 31 | W-2s and 1099-NECs to workers and filed. Form 940 and Q4 Form 941. Q4 Florida reemployment tax (RT-6). | IRS · SSA · FL DOR |
| Mar 15 | Partnership (1065) and S corp (1120-S) returns, or file an extension. K-1s to owners. | IRS |
| Apr 1 | Tangible personal property return (DR-405) if you own business equipment or furniture | County property appraiser |
| Apr 15 | Individual (1040) and C corp (1120) returns or extensions. Q1 estimated tax. Florida corporate income tax (F-1120) for C corps. | IRS · FL DOR |
| Apr 30 | Q1 Form 941 and RT-6 | IRS · FL DOR |
| May 1 | Sunbiz annual report. $138.75 for an LLC. The $400 late fee starts the next day and can't be waived. | Sunbiz |
| Jun 15 | Q2 estimated tax | IRS |
| Jul 31 | Q2 Form 941 and RT-6 | IRS · FL DOR |
| Sep 15 | Q3 estimated tax. Extended 1065 and 1120-S returns. | IRS |
| Sep 30 | Local business tax receipts expire; renew for the year starting Oct 1. Florida minimum wage changes each Sept 30. | County · City |
| Oct 15 | Extended 1040 and 1120 returns | IRS |
| Oct 31 | Q3 Form 941 and RT-6 | IRS · FL DOR |
| Nov – Dec | Year-end tax planning with your CPA. Collect missing W-9s. Review insurance renewals. Sign owner consents or annual minutes. | You · CPA |