- Photo ID and Social Security numbers for everyone on the return
- W-2s, 1099s, 1099-Ks, and any other income forms received
- Last year's filed return, federal and state
- Mortgage interest, property tax, and charitable giving records if you itemize
- Childcare, education, and student loan interest statements
- Form 1095-A if anyone on the return had marketplace health coverage
- Records of estimated tax payments made during the year
- Bank account and routing numbers for direct deposit or debit
Compliance Library
Stay compliant, deadline by deadline.
Regulatory documents, compliance checklists, and the filing deadlines that apply to most taxpayers and small businesses, in one place for our clients.
Regulatory documents
The official sources, one click away.
Forms, publications, and agency guidance we reference most often. Each link opens the agency's own page so you are always reading the current version.
IRS.gov
IRS Forms, Instructions & Publications
The official source for current-year forms, instructions, and publications for every return type.
IRS.gov
Publication 17: Your Federal Income Tax
The IRS plain-language guide to individual income tax, organized by topic.
IRS.gov
Small Business & Self-Employed Tax Center
Filing, recordkeeping, and deduction guidance for sole proprietors, contractors, and business owners.
IRS.gov
Taxpayer Bill of Rights
The ten rights every taxpayer has when working with the IRS.
IRS.gov
Circular 230
The regulations governing practice before the IRS, including who may represent taxpayers.
IRS.gov
Tax Withholding Estimator
Check whether enough tax is being withheld or paid in during the year.
IRS.gov
Get an Identity Protection PIN (IP PIN)
Add a six-digit PIN so no one else can file a return with your Social Security number.
IRS.gov
IRS Direct Pay
Pay a balance due or an estimated payment straight from a bank account with instant confirmation.
IRS.gov
Where's My Refund?
Track a federal refund once the return has been accepted.
Texas Comptroller
Franchise Tax
Registration, reporting, and due dates for the Texas franchise (margin) tax.
Texas Secretary of State
Business Filings
Entity formation, registered agent, and periodic report filings for Texas businesses.
Compliance checklists
Work through these before you file.
Use them before a deadline, before a records request, or before an IRS notice arrives. Open a checklist to read it line by line.
Filing deadlines
The 2027 filing calendar.
Key dates for the 2026 tax year, for individuals and small businesses.
January 15, 2027
Individuals & businesses
Fourth-quarter 2026 estimated tax payment
The final 2026 estimated payment for anyone paying quarterly, including self-employed taxpayers.
January 31, 2027
Employers & payers
W-2 and 1099 forms issued
W-2s and most 1099 series forms must be sent to recipients and filed with the IRS.
March 15, 2027
Partnerships & S corporations
Calendar-year 1065 and 1120-S returns, or an extension
Flow-through entity returns are due and pass-through K-1s are issued to owners.
April 15, 2027
Individuals & C corporations
2026 individual returns, first-quarter 2027 estimated payment, and calendar-year 1120 returns
Also the deadline for FBAR (FinCEN 114) filings and 2026 IRA and HSA contributions.
May 15, 2027
Texas businesses
Texas franchise tax report for most entities
The annual franchise (margin) tax report and payment for Texas entities.
June 15, 2027
Individuals & businesses
Second-quarter 2027 estimated payment
Also the return deadline for US citizens and residents living outside the country.
September 15, 2027
Individuals & businesses
Third-quarter 2027 estimated payment
Also the extended deadline for calendar-year partnership and S-corporation returns.
October 15, 2027
Individuals
Extended 2026 individual returns
The final filing deadline when Form 4868 was filed. The tax owed was still due in April.
- •A deadline that falls on a weekend or a federal holiday moves to the next business day.
- •An extension to file is not an extension to pay. Tax owed for 2026 is still due April 15, 2027, even if the return is filed later.
- •Estimated payment dates apply when income is not covered by withholding, so self-employed clients should mark all four quarters.
This library is general information for TBG Shoppe clients, not individualized tax, legal, or financial advice. Your situation may carry different requirements or deadlines.
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