Tax Season Bookkeeping Resources
From the October 15 extension deadline to the April 15 filing date, use these guides and checklists to keep your books accurate, reconciled, and tax-ready.
Catch-Up Bookkeeping Monthly Bookkeeping Pricing & Plans Get a QuoteKey Tax Deadlines
Jan 31
W-2 and 1099-NEC forms due.
Apr 15
Federal income tax filing deadline.
Oct 15
Extended return deadline.
Seasonal Guides & Checklists
Catch-Up Bookkeeping Before the October 15 Tax Extension Deadline
Behind on your books? What to do now so you can file an extended return on time.
Missed the October 15 Tax Extension Deadline? Here’s What to Do Next
Penalties, late-filing options, and how catch-up bookkeeping helps you recover fast.
Year-End Bookkeeping Checklist Before January Tax Season
Step-by-step tasks to close the year cleanly and reduce CPA costs in January.
Get Your Books Ready for Tax Season (January–April Filing)
Why reconciled books matter, what to prepare, and how to stay audit-ready.
Bookkeeping for 1099s and W-2s: What Small Businesses Need to Know
Deadlines, required documents, and bookkeeping steps to avoid penalties.
How to Avoid Bookkeeping Mistakes That Delay Your Tax Return
The most common pitfalls before filing and how to prevent them.
April 15 Tax Deadline: Last-Minute Bookkeeping Survival Guide
What to do now if your books aren’t ready, plus extension options.
Why Year-End Catch-Up Bookkeeping Saves You at Tax Time
Finish the year cleanly to reduce April stress and lower CPA prep time.
Stay Tax-Ready Year-Round
Catch-Up Bookkeeping
Reconcile prior months quickly. Up to 12 months typically completed in about 7 days.
Frequently Asked Questions
Do I need catch-up bookkeeping before filing taxes?
Yes. The IRS requires accurate books to support your return. Catch-up reconciles prior months and corrects errors so you can file confidently.
What happens if I miss the October 15 extension deadline?
Penalties and interest begin accruing. File as soon as possible, complete catch-up bookkeeping, and ask your CPA about payment plans or penalty relief.
When does tax season start and end?
Tax season typically runs January through April 15. Extended returns are due October 15.
Can I file an extension without clean books?
Yes, but you still need to estimate and pay taxes owed. Clean, reconciled books help you estimate accurately and avoid underpayment penalties.
How fast can catch-up bookkeeping be completed?
Up to 12 months can typically be completed in about 7 days, depending on volume, number of accounts, and data availability.
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