TAX CENTER

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Publication 5307
Tax Reform Basics

Tax Rates

Personal Tax Rates

Rates and instructions are provided via PDF in the following link.

IRS Publication 1040 Tax Tables

Tax Calculation

To aid in determining how much you should withhold, the IRS has created a withholding calculator. This calculator, while not exact, will help you in estimating your withholding amount. Please pay heed to the cautions, and notices on the IRS.gov web pages, as those notices could determine the ability or lack of ability of this calculator to help in determining how much you should withhold. For more detailed estimates, you should schedule an appointment with your CPA.

IRS Withholding Calculator

Due Dates

Personal

Initial filing date April 15

Extended filing date October 15

Partnerships

Initial filing date March 15th

Extended filing date September 15th

Sub-S Corporations

Initial filing date March 15

Extended filing date September 15

Corporations

Initial filing date the 15th day of the third month following the year-end date.

Six months after the 15th day of the third month following the year-end date.

Not For Profit Organizations

The return due dates for a Not for Profit organization depends on the fiscal (not calendar-unless the fiscal and calendar year-end are the same) year-end. There was a change for the 2017 tax year. Previously there were two three month extensions, now there is only one six month extension.

Ending date of tax year	Initial return due date	Extended due date
December 31	May 15	November 15
November 30	April 15	October 15
October 31	March 15	September 15
September 30	February 15	August 15
August 31	January 15	July 15
July 31	December 15	June 15
June 30	November 15	May 15
May 31	October 15	April 15
April 30	September 15	March 15
March 31	August 15	February 15
February 28/29	July 15	January 15
January 31	June 15	December 15

Other Business Related Due Dates

Employment Tax Due Dates

By January 31

Form 940, Employers Annual Federal Unemployment Tax Return (FUTA)

Form 943, Employers Annual Federal Tax Return for Agricultural Employees

Form 944, Employers Annual Federal Tax Return-IF the IRS notified you in writing to file Form 944

Form W-2, Wage and Tax Statements with Form W-3

By February 28

All Forms 1099 with Form 1096

Quarterly (April 30, July 31, October 31, January 31)

Forms 941, Employers QUARTERLY Federal Tax return.

Deposits of the federal taxes withheld from employees as well as the social security and medicare taxes withheld/paid for by employees are deposited based on a schedule that is determined by the total tax liability that you have reported. It can vary from bi-weekly, to monthly. Consult your payroll tax professional for more guidance in this area.

We also have provided a comprehensive list of items in our Form Retention page.
We have added some useful links on our Important Links page.