Resources
Get ready for the 2027 tax season.
Key deadlines for your 2026 taxes and a document checklist to help you gather everything in one pass.
2027 tax calendar
Deadlines for tax year 2026.
Federal due dates for calendar-year filers. North Carolina individual and most business deadlines follow the same schedule.
Q4 2026 estimated tax payment due.
W-2s and 1099-NEC due to workers and the IRS.
S corporation (1120-S) and partnership (1065) returns due, or file an extension.
Individual (1040) and C corporation returns due, or extend. Last day for 2026 IRA and HSA contributions.
Q1 2027 estimated tax payment due.
Q2 2027 estimated tax payment due.
Extended S corp and partnership returns due. Q3 estimate due.
Extended individual returns due.
An extension gives more time to file, not more time to pay. Dates that land on a weekend or holiday move to the next business day. Always confirm current dates with the IRS and NCDOR, as they can change for disaster relief or other reasons.
Document checklist
Gather it once.
Tick items off as you collect them. Your progress is saved in this browser. Not everything will apply to you. New clients receive a personalized list during onboarding.
Income
Deductions & credits
Personal & prior year
Accepting new clients
Want a checklist built around your return?
New clients receive a personalized document list during onboarding, so you only gather what actually applies. Spots for the 2027 season are limited.