Every client’s filing dates in one worklist, each linked to its source.

Sample dataWorklist · demo practice40 clients · FED CA MA NY TX · 2027
DueClientWhereObligationStatusSource
MonAster Plumbing (Demo)FEDFEDForm 1120-S and Schedules K-1Upcomingirs.gov/publications/p509 (official source, opens in a new tab)retrieved irs.gov/publications/p509 (official source, opens in a new tab)retrieved
MonBirchwood Design Studio (Demo)CACAForm 100SUpcomingftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved ftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved
MonBrightwater Brewing (Demo)FEDFEDForm 1065 and Schedules K-1Upcomingirs.gov/publications/p509 (official source, opens in a new tab)retrieved irs.gov/publications/p509 (official source, opens in a new tab)retrieved
MonHollis & Vane Architects (Demo)NYNYForm IT-204 · Calendar-year returnUpcomingtax.ny.gov/pit/efile/partneridx.htm (official source, opens in a new tab)retrieved tax.ny.gov/pit/efile/partneridx.htm (official source, opens in a new tab)retrieved
MonNorthgate Auto Glass (Demo)MAMACorporation annual report · Annual reportUpcomingsec.state.ma.us/divisions/corporations/filing-by-subject/corporations/corporations-domestic.htm (official source, opens in a new tab)retrieved sec.state.ma.us/divisions/corporations/filing-by-subject/corporations/corporations-domestic.htm (official source, opens in a new tab)retrieved
MonRedwood Ridge Capital (Demo)CACAForm 565Upcomingftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved ftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved
MonFoxglove Apothecary (Demo)NYNYSales and use tax return · Quarterly returnUpcomingtax.ny.gov/pubs_and_bulls/tg_bulletins/st/filing_requirements_for_sales_and_use_tax_returns.htm (official source, opens in a new tab)retrieved tax.ny.gov/pubs_and_bulls/tg_bulletins/st/filing_requirements_for_sales_and_use_tax_returns.htm (official source, opens in a new tab)retrieved
MonIronbark Machining (Demo)TXTXSales and use tax return · Monthly returnUpcomingcomptroller.texas.gov/taxes/sales/ (official source, opens in a new tab)retrieved comptroller.texas.gov/taxes/sales/ (official source, opens in a new tab)retrieved
ThuAnchor Point Tutoring (Demo)FEDFEDForm 1040 (Schedule C owner)Upcomingirs.gov/publications/p509 (official source, opens in a new tab)retrieved irs.gov/publications/p509 (official source, opens in a new tab)retrieved
ThuBluestem Software (Demo)CACAForm 100Upcomingftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved ftb.ca.gov/file/when-to-file/due-dates-business.html (official source, opens in a new tab)retrieved
No dateHarbor Bakery (Demo)CACADE 9 and DE 9C quarterly returnsNot yet verified against its official source; no date is shown until it is.UnsupportedNo official source on file
No dateHarbor Bakery (Demo)TXTXTWC quarterly wage report and UI taxNot yet verified against its official source; no date is shown until it is.UnsupportedNo official source on file