What it is
A client with several entities has several due dates, each from a different year end. This calendar computes them from the entity type and fiscal year end.
It shows the original and extended due dates, the state annual report date, days to due, and counts of what is due in 30, 60 and 90 days.
When to use it
- For clients with multiple entities.
- When year ends differ.
- When planning extensions.
What’s inside
- Entities tab with 50 rows
- Due date formulas for Forms 1065, 1120-S, 1120 and 990
- Summary of overdue and upcoming returns
- Count by entity type with a check
Standard cited
This template follows IRS Pub 509. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
How are the dates computed?
Forms 1065 and 1120-S on the 15th day of the third month, Form 1120 on the 15th day of the fourth month, and Form 990 on the 15th day of the fifth month after year end. An extension adds six months.
Which cases are not coded?
C corporations with a June 30 year end, Form 1041 and Form 990-T. Use the override column.
Does the extension extend payment?
No. Forms 7004 and 8868 extend the time to file, not the time to pay.
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Last updated 11/06/2026. All free templates.