Start with the assigned filing frequency.
Monthly and quarterly filers can have different deadlines in the same state. Before a date enters the firm calendar, confirm the filing frequency, reporting period, portal account, payment method, and responsible preparer.
High-frequency client work
Set report-request and internal review dates ahead of each state deadline.
Three-month reporting periods
Confirm the state's quarter structure instead of assuming calendar quarters.
Account-specific schedules
Use the frequency assigned by the state and preserve the notice or portal evidence.
Deadlines can change because of weekends, holidays, account notices, electronic payment rules, or state-specific schedules. Treat each state guide as a planning resource and verify the final date in the client's official account.
Popular state deadline guides.
New York
Track New York sales tax quarters, assigned filing cadence, source reports, and review status.
New York due datesCalifornia
Coordinate CDTFA account frequency, period close, payment timing, and proof across clients.
California due datesFlorida
Plan Florida client filing work around assigned frequency and official account deadlines.
Florida due datesUse one checklist for every state.
- Confirm the client's filing frequency and account status.
- Record the exact reporting period and state deadline.
- Set earlier dates for client reports and internal review.
- Assign the preparer, reviewer, and payment owner.
- Save the return confirmation and payment proof.