Resources
Deadlines, checklists, and plain-language guidance. If there’s something you wish existed here, say so — it will likely get written.
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Filing calendar
Every deadline that matters, in one place.
The next upcoming deadline is highlighted automatically whenever you open this page. Form 990 dates depend on your fiscal year end — both common cases are shown. State and local deadlines differ.
Upcoming federal deadlines
Updated automatically
Year-end document checklist
What to gather before your return or audit. Most of it you already have.
- Income records
W-2s, 1099s, K-1s, grant award letters, donation records. - Bookkeeping file
Or year-end statements if you keep your own. - Bank statements
All accounts, December or fiscal year end. - Restricted fund detail
Awards, conditions, and releases during the year. - Asset purchases
Equipment, vehicles, improvements over $2,500. - Loan statements
Showing interest and principal split. - Payroll reports
Year-end summaries and quarterly filings. - Board minutes
For nonprofits, governance items the 990 asks about.
Guides
Written for leaders, not accountants.
Short, practical, and free. In progress — check back, or ask for one directly.
Coming soon
Restricted funds, explained
What makes a gift restricted, how releases work, and why your bank balance is not the same as money you can spend.
In progress
Coming soon
Audit, review, or compilation?
The three levels of assurance, what each costs, and how to find out which one your funder actually requires.
In progress
Coming soon
Real estate tax essentials
Depreciation, passive activity limits, and what changes when a property moves into an entity.
In progress
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