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Agile Tech Company is a full service provider of tax planning services and offers solutions to clients across the globe. The primary objective of our tax services group is to minimize a client’s overall tax burden whenever and wherever possible. Our tax planning services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with our clients throughout the year.
The tax services we offer include not only the preparation and review of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, corporate reorganizations, assistance in such tax-oriented areas as executive compensation, pension plans, international tax reporting and planning, and other similar continuing services. We also have experience in providing assistance and advice in negotiations with taxing authorities. We also provide the following services:
- Strategic Tax Planning
- International Tax Services
- Shareholder Tax Issues
- Stock Option Planning
- Payroll and Sales Tax Consulting
- Non-Profit Organization Returns
- Corporate, Partnership & Trust Tax Preparation
Our dedicated tax advisors will guide you through the complicated tax environment. They will help you develop a comprehensive tax plan that will reduce your tax burden and maximize your cash flow.
Important Dates and U.S. Tax Filing Deadlines for 2023 (2022 Tax Year)
Are you a citizen of Canada with a Green Card or a citizen of the United States? Do you have a stake in an American or foreign company? Are you a U.S. interest businessperson or an individual from Canada? Or are you in charge of your company’s compliance with tax laws? You should know the important dates and deadlines for filing your income taxes.
This page is created to help you or your knowledgeable cross-border and U.S. tax advisor determine any applicable U.S. tax filing deadlines that can apply to your case. One of the examples is that if you are a U.S. citizen living abroad in Canada, the Internal Revenue Service’s (IRS) standard deadline for receiving your U.S. income tax return is April 15. (April 18 in 2023).
However, those U.S. citizens or residents whose tax home and adobe, “in a real and substantial sense,” is outside the United States and Puerto Rico, are automatically given a deadline extension until June 15. Additional extensions may be requested by filing Forms 2350 (special extension for U.S. expats for purposes of meeting certain Foreign Earned Income Exclusion (FEIE) requirements; delays the due date for filing in order to meet the FEIC criteria) and 4868 (automatic extension; extends the filing deadline by 2 months to December 15 if approved) as well as Forms 4868 (automatic extension; extends the filing deadline by 2 months to October 15 (October 16 in 2023)).
Note: In order to determine WHETHER a tax return or form must be filed, WHAT FORM must be filed, and WHAT DUE DATE for filing their tax returns and forms under their facts and circumstances applies, taxpayers should consult with their qualified US tax advisor / qualified US tax professional. This is because some exceptions to the information presented here may apply. Only educational purposes and of a general nature are presented by the information provided here. It is not planned to provide tax or legal advice. It also gives a brief overview of the most commonly used forms, and it does not include every form or deadline that might be relevant to your particular facts and circumstances. Consult a qualified U.S. tax professional to discuss your filing requirements.
The amount of time one has to pay taxes DOES NOT extend just because they have more time to file their tax payments. Please make sure to either pay tax along with a timely filed tax return or along with filing an extension to the relevant tax return in order to avoid potential fines and/or interest for late tax payment.
Note: Every year, dates are changed and revised. The deadlines that are mentioned below are those that must be met in order to file tax returns or other forms with respect to the 2022 tax year in 2023. (assuming a calendar year taxpayer; fiscal year-end taxpayers should consult with their qualified U.S. tax advisor).
Note: This information serves only for informational reasons. In order to find out the tax filing deadline that applies to you based on your particular facts and circumstances, please contact a qualified U.S. tax advisor.
Deadlines Organized by Dates
Individual
U.S. Residents
April 18, 2023
- Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
- Form 8938 – Statement of Specified Foreign Financial Assets
- Form 1040 – U.S. Individual Income Tax Return
June 15, 2023
The due date for U.S. individuals (U.S. citizens and Green card holders) residing outside of the country has been automatically extended. For the purposes of U.S. federal income tax, they are considered U.S. individuals (residents).
- Form 2555 – Foreign Earned Income
- Form 5471 – Information Return of U.S. Persons With Respect To Certain Foreign Corporations
- Form 1040 – U.S. Individual Income Tax Return
- Form 8833 – Treaty-Based Return Position Disclosure
- Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
October 16, 2023 (extended)
This is an extended deadline. Keep in mind that, depending on the form submitted, an affirmative action may have been needed to extend the original deadline for filing the relevant form.
- Form 8621: It is the Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
- Form 1040: U.S. Individual Income Tax Return
- Form 8938: Statement of Specified Foreign Financial Assets
- FBAR- FinCEN Form 114- Report of Foreign Bank and Financial Accounts
December 15, 2023 (extended)
If the IRS granted permission for a 2-month special extension to file, the deadline has been extended.
U.S. Nonresidents (Nonresident Alien Individuals)
April 18, 2023
If a U.S. nonresident was employed and received wages withholding of U.S. income tax, they are required to file their U.S. income tax return (Form 1040-NR) by this due date.
- Form 8833 – Treaty-Based Return Position Disclosure
- Form 8840 – Closer Connection Exception Statement for Alien
- Form 1040-NR – U.S. Nonresident Alien Income Tax Return
June 15, 2023
If a U.S. nonresident did not get wages that were subject to U.S. income tax withholding, this is the deadline for general filing.
- Form 8833 – Treaty-Based Return Position Disclosure
- Form 1040-NR – U.S. Nonresident Alien Income Tax Return
- Form 8840- Closer Connection Exception Statement for Alien
October 16, 2023 (extended)
For original April 17 due date filers this is an extended due date.
December 15, 2023 (extended)
For those who filed on or before June 15th, this is an extended due date.
Business
The U.S. Resident Entities (Including Trusts)
March 15, 2023
- Form 8804 – Annual Return for Partnership Withholding Tax
- Form 8805 – Foreign Partner’s Information Statement of Section 1446 Withholding Tax
- Form 1120-S – U.S. Income Tax Return for an S Corporation
- Form 1065 – U.S. Return of Partnership Income
April 18, 2023
- Form 5472 – Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
- Form 1120 – U.S. Corporation Income Tax Return
- Form 1041– U.S. Income Tax Return for Estates and Trusts
September 15, 2023 (extended)
Those who filed on March 15 originally this is an extended deadline.
October 17, 2023 (extended)
U.S. Income Tax Return for Estates and Trusts has extended due date for Form 1041
U.S. Nonresident Entities (Including Trusts)
March 15, 2023
- Form 3520-A- The Annual Information Return of a Foreign Trust With a U.S. Owner
- Form 1065- U.S. Return of Partnership Income
- Form 8805- Foreign Partner’s Information Statement of Section 1446 Withholding Tax
- Form 8804- Annual Return for Partnership Withholding Tax.
April 18, 2023
- Form 1120-F- U.S. Income Tax Return of a Foreign Corporation
- Form 5472- Information Return of a Foreign Corporation Engaged in U.S. Trade or Business or a 25% Foreign-Owned U.S. Corporation
June 15, 2023
- Form 8804 – Annual Return for Partnership Withholding Tax
- Form 8805 – Foreign Partner’s Information Statement of Section 1446 Withholding Tax
- Form 1120-F – U.S. Income Tax Return of a Foreign Corporation
September 15, 2023 (extended)
For original March 15 due date filers this is an extended deadline.
October 16, 2023( extended)
The original due date for filers was April 17, thus is an extended due date.
December 15, 2023 (extended)
This is an extended deadline for the original June 15 due date filers.
FAQs
What happens if you don’t File your Taxes by the due Date and are owed a Refund?
There is normally no penalty for filing your tax return late if you paid too much in taxes for the 2022 tax year. But you need to file as soon as you can. Generally, you have three years from the filing deadline to request a tax refund. The window thus closes in 2025 for tax returns filed in 2022. Unclaimed tax refunds normally belong to the U.S. Treasury after three years.
What if I miss a Tax Deadline?
You have options if you missed one of these important tax dates. These options vary based on the missed deadline and whether you owe money or are due a refund.
What if I owe more than I can Pay?
Do not delay filing just because you are unable to make the required payment on the due date for your tax return. No matter when you file, the IRS begins charging penalties and interest on the day the return is due. By filing as soon as you can, paying as much as you can when you file, and putting up a payment plan for the remaining, you can reduce failure-to-file penalties.
What happens if you miss the Tax filing Deadline and owe Taxes?
You should file your tax return as soon as you can if you miss a deadline and owe money to the IRS. The IRS normally charges interest, failure to file penalties, and failure to pay penalties for each day that your tax return is past due until you file your return and pay the balance due.
What happens if you miss an estimated Tax Payment Deadline?
You should make your payment as soon as possible in case you miss an estimated tax payment. Depending on how much you owe and how late you are, the IRS may charge penalties and interest; but, you can reduce the damage by completing your payment as soon as you can.
What if I need more Time?
Don’t rush through the tax filing procedure because of an impending deadline so that you can avoid making a mistake on your return. Simply ask for more time. Anyone who asks for it usually receives a six-month extension of the tax filing deadline from the IRS. Use Form 4868 or submit your request electronically using TurboTax.
Just keep in mind that the tax extension only extends the deadline for filing your return; it does not extend the deadline for paying the tax you owe. Even if you file an extension, you still need to calculate how much you owe and pay it before the tax filing deadline.
What is the fastest way to File my Tax Return?
Filing electronically is the correct and fastest way to file your tax returns.
It is safer to file your tax return electronically with the IRS than on paper filing. You don’t have to worry about the tax return getting lost in the mail or arriving late because it is electronically transmitted to the IRS. Also, you will receive immediate confirmation that the IRS has received and is working on your return. The quickest way to receive a tax refund is to have the money instantly deposited into your bank account. 90% of refunds are normally issued by the IRS in fewer than 21 days when taxpayers file electronically and use direct deposit.
If I live in an area impacted by a natural disaster then what will happen to my Tax Deadlines?
You might be eligible for tax relief from the IRS if you need more time because you live in an area that has recently experienced a natural disaster. Taxpayers who live in or have businesses within a federally declared disaster region frequently have their tax filing deadline extended by the IRS.
For example, the IRS said it would extend the deadlines for taxpayers who might be affected by the California wildfires in September 2020.
What is the last day to File Taxes?
Usually, April 15 falls on a Saturday, Sunday, or official holiday; this is the last day to file a federal income tax return for an individual. The tax filing date may be extended by one day due to several state-level holidays. By submitting Form 4868, you can ask for a six-month extension, which makes the deadline for filing individual income taxes October 15 or the following business day if that day falls on a weekend or holiday.
The deadline for filing taxes is March 15 for partnerships and S businesses, and April 15 for C corporations, unless these dates fall on a weekend or official holiday. Your federal tax return is typically due by the 15th day of the third month after the end of the company’s fiscal year if your business has a non-calendar tax year.
What if I made a mistake and needed to re-file my Taxes?
Sometimes mistakes happen and having a mistake is not a big deal. After filing your tax return, then you realize that you forgot to claim a certain tax credit or forgot to report some income. Usually, you don’t have to start again with your return. You must submit a Form 1040-X amendment together with copies of any forms and/or schedules that you are changing or that you didn’t submit with your original return.
It takes two pages to change an earlier tax return using IRS Form 1040-X. Be careful to submit Form 1040-X only after your original Form 1040 has been accepted to avoid delays. You must file a Form 1040-X within three years of the date you timely filed your original return or within two years of the date you paid the tax, whichever comes first if you are claiming a tax credit or refund from a previous year.