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Reusable templateCompliance & filings

Annual Compliance Filings Checklist

The year-end and annual filing season in one sequence — vendor and payroll data, 1099s and W-2s, the annual report, tax prep, and record-keeping — timed around your year-end so the January deadlines don't sneak up.

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A printable checklist is good once.A printed list of deadlines is out of date the moment next year's dates shift.
This one comes back every year.Anchor it to your year-end in Recurbit, set it to recur yearly, and every deadline re-dates itself automatically.

The start of the year is a stack of hard deadlines: contractor and employee tax forms, a state annual report, tax documents for your preparer, and renewals that all seem to land at once. The work repeats every year and the deadlines don't move — but they're easy to lose track of until they're urgent.

This is the sequence, anchored on your year-end, with prep in December and filings in the weeks after. Confirm the exact deadlines and requirements for your entity type, state, and situation — they vary, and they always take precedence.

January 31 is the big one. W-2s to employees and 1099-NEC to contractors are generally due by January 31. Verify names, addresses, and taxpayer IDs in December so you're not fixing bad data at the deadline.
↓ The checklist
These steps are a starting point, not a rulebook. Add, remove, reorder, or re-time anything below so it matches how you actually work — that's what the template is for.
December

Before year-end

December, before year-end
January

File the tax forms

January, after year-end
Q1

Annual filings & renewals

Q1, per each deadline
After

After filing

Once filings are in

Make it repeatable

Add this filings checklist to Recurbit. Anchor it to your year-end and every task lands on its date — December prep, January filings, Q1 renewals — then set it to repeat yearly.

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Same filing scramble every January?

Recurbit turns the annual cycle into a reusable template. Anchor it to your year-end and every task lands on its own date — 'verify W-9s in December,' '1099s and W-2s by Jan 31.' Set it to recur yearly and it rebuilds itself every year.

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A general guide, not tax, accounting, or legal advice. Filing deadlines, thresholds, and requirements depend on your entity type, state, and situation and can change — confirm the current rules and follow your accountant's or attorney's guidance.