Checklist

Remindoo Checklist simplifies accounting and compliance by organizing essential tasks, deadlines, and filings, helping businesses stay compliant, reduce errors, and manage financial responsibilities efficiently throughout the year.

Ensure your company’s year-end financials and Form 1120 corporate tax return are accurately prepared, reviewed, and submitted on time to IRS.

Prepare and submit your company’s annual annual report filing to Secretary of State, ensuring all shareholder and company information remains accurate and compliant.

Maintain up-to-date records of all income, expenses, and financial transactions, ensuring accuracy for management accounts, sales tax, and year-end reporting.

Prepare monthly or quarterly management accounts to monitor cash flow, track financial performance, and support informed business decisions effectively.

Process all employee payrolls accurately, calculate deductions, pensions, and payroll, and ensure timely submissions to IRS for compliance purposes.

Calculate and submit Construction Industry Scheme (1099 contractor) monthly returns to IRS, verifying subcontractor deductions and payments are correctly reported.

Manage workplace pension enrolment for eligible staff, including contributions, communications, and compliance with auto-enrolment rules and deadlines.

Complete all steps for company incorporation, including registration with Secretary of State, tax registration, and preparing essential documents for setup.

Register your business for sales tax with IRS, ensuring proper selection of scheme, correct documentation, and adherence to submission deadlines.

Prepare and submit accurate sales tax returns to IRS, including input, output, and adjustments, to avoid penalties or compliance issues.

Apply for sales tax deregistration when eligible, ensuring correct calculation of final returns and maintaining proper records for IRS audit purposes.

Process monthly payroll accurately, calculate tax and payroll tax contributions, and submit payroll returns to IRS on time.

Prepare and submit accurate personal Form 1040 tax returns, including all income sources, deductions, and allowances, ensuring IRS compliance.

Compile self-employed accounts, track income and expenses, calculate tax obligations, and ensure timely Form 1040 submissions to IRS.

Complete the company closure or strike-off process, ensuring all accounts, tax returns, and filings with Secretary of State are submitted correctly.

Manage internal sales tax registration processes for your business, including documentation, calculations, and timely submission to IRS for compliance.

Ensure smooth client offboarding or business moving processes, handling all financial, accounting, and regulatory requirements to maintain compliance.

Making Tax Digital (MTD) has introduced a more structured and compliance-driven approach to tax reporting for accounting firms.

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