We are in the process of completing everything necessary to send out our 2022 engagement packages for our Compliance clients. The packages will be mailed out right after December 31, 2021.
We are currently working on creating 2021 tax folders within your ShareFile account. With that, your 2020 data and tax return copies, etc. will be moved into a 2020 folder in your account. Once we create those, we are uploading your 2021 individual Income tax organizer. As such, you may get a notification email that it is available for your use. As we offered last year, please email us to let us know if you prefer to get a paper copy of your organizer. You can contact our receptionist Becca Furnish at Becca@Phocuscompanies.com to make your request to have one mailed to you.
Below is our schedule for 2022. Please note the final submission dates of March 15, 2022 for the April 15, 2022 filing deadline. For business returns on extension, the final submission date is July 15, 2022 for the September 15, 2022 business return “on extension” deadline and for individuals on extension, the final submission date is September 9, 2022 for the October 17, 2022 individual return “on extension” deadline.
We are sharing this well ahead of time and will send out reminders during the year as unlike prior years, there will be NO EXCEPTIONS granted for tardy submissions with the intention of filing on time under your extension. Receiving tardy submissions places extraordinary stress upon our team and creates a work crunch leading up to the deadline that could otherwise be avoided. We schedule the workload for the remaining weeks of the extension season based on the work received by the submission deadlines. When additional work is received, it causes us to deviate from this schedule, resulting in additional hours and stress for our entire team.
Thus, if you submit your information after these submission deadlines, your return will be completed after the applicable due date.
| 2022 IMPORTANT DATES |
| Tuesday, February 1: Tax season officially begins! |
| Tuesday, March 15: Cut-off date to turn in your engagement transmittal and source documents to Phocus for your individual returns for anticipated completion by the April 15 filing deadline. |
| Tuesday, March 15: Business tax filing deadline—all business tax returns must be e-filed, postmarked, or extended by this date. |
| Friday, April 15: Individual tax filing deadline—all individual tax returns must be e-filed, postmarked, or extended by this date. Extension payment due. |
| Friday, July 15: Cut-off date to turn in your engagement transmittal and source documents to Phocus for your business returns to guarantee completion for the September 15 extended filing deadline. |
| Friday, September 9: Cut-off date to turn in your engagement transmittal and source documents to Phocus for your individual returns to guarantee completion for the October 15 extended filing deadline. |
| Thursday, September 15: Business tax filing deadline for extended returns—all business tax returns must be postmarked or e-filed by this date. |
| Monday, October 17: Individual tax filing deadline for extended returns—all individual tax returns must be postmarked or e-filed by this date. |
As always, Thank you for allowing us the opportunity to be your Trusted Advisors!