What it is
A firm tracks hundreds of returns with different year ends and entity types. A tracker that computes each due date from rules and flags what is due soon replaces a calendar full of manual entries.
Enter client, return type and year end. The Rules tab holds months after year end and day of month for each return, pre-filled with the calendar-year dates (March 15, April 15 and May 15 originals; September 15, September 30, October 15 and November 15 extensions). The sheet computes original and extended due dates with weekend rollover, tracks status, extension and filing dates, and flags past due and due soon returns.
When to use it
- At the start of each season, to load the year’s returns.
- Weekly during busy season.
- When year ends differ across clients.
What’s inside
- 80 return rows with entity type and year end
- Editable rules table by return
- Original, extended and next deadline with days remaining
- Summary by status and by return type
Standard cited
This template follows IRC 6072 / 6081. 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
Are the rules pre-filled?
Yes. The Rules tab carries the calendar-year due dates and extended dates for Forms 1040, 1065, 1120-S, 1120, 1041 and 990, and fiscal-year returns follow the same month rule from the year end. Short-year returns and disaster-area postponements need dates entered by hand.
Does an extension extend payment?
No. An extension of time to file does not extend the time to pay.
What happens on weekends?
The due date moves to the next business day. Legal holidays are not modeled.
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Last updated 11/05/2026. All free templates.