Forms · 15
US business forms and filings
What each US business form is, who files it, when it is due and who signs it, each checked against the agency's own pages and dated. Use the filing calendar for the next dates.
Next deadlines · US
Official sources linked
Form 940Form 940, FUTA tax deposit when the balance is over $500 (third quarter)
US employers that owe federal unemployment (FUTA) tax · Source
Form 941Form 941, quarterly payroll tax return (Q3 2026)
US employers that withhold income tax or Social Security and Medicare tax · Source
Form 990Extended due date, Form 990 (Form 8868 filed)
US tax-exempt organizations that filed Form 8868 by May 15 · Source
Payroll
3 forms
940
Form 940: Employer's Annual Federal Unemployment (FUTA) Tax ReturnEmployer's Annual Federal Unemployment (FUTA) Tax Return
Who filesEmployers that paid wages of $1,500 or more in any calendar quarter of the current or prior year, or had at least one employee in 20 or more different weeks of either year.
Next due
Prepared with you; your payroll provider or you file it.
941
Form 941: Employer's Quarterly Federal Tax ReturnEmployer's QUARTERLY Federal Tax Return
Who filesEmployers that pay wages subject to federal income tax withholding or to Social Security and Medicare tax.
Next due
Your company files it; Finbryn supports with the numbers.
W-2 and W-3
Form W-2 and W-3: Wage and Tax Statement and TransmittalWage and Tax Statement (Form W-2) and Transmittal of Wage and Tax Statements (Form W-3)
Who filesEmployers that pay wages to employees. Anyone who files Forms W-2 also files one Form W-3 to transmit them to the SSA.
Next due
Prepared with you; your payroll provider or you file it.
Income tax by entity
8 forms
1065
Form 1065: U.S. Return of Partnership IncomeU.S. Return of Partnership Income
Who filesA domestic partnership, including an LLC classified as a partnership (the default for a domestic LLC with two or more members), unless it neither receives income nor incurs any deductible or creditable expenditure. Some foreign partnerships with US-source or effectively connected income also file.
Next due
Finbryn prepares the workpapers; a credentialed preparer reviews, signs and files the return.
1120
Form 1120: U.S. Corporation Income Tax ReturnU.S. Corporation Income Tax Return
Who filesA domestic corporation, unless it is exempt under section 501 or files a special return; a domestic entity that elected corporate treatment on Form 8832; and a foreign-owned US disregarded entity, which files a pro forma Form 1120 with Form 5472.
Next due
Finbryn prepares the workpapers; a credentialed preparer reviews, signs and files the return.
1120-S
Form 1120-S: S Corporation Income Tax ReturnU.S. Income Tax Return for an S Corporation
Who filesA domestic corporation or other entity that elected S corporation status on Form 2553, where the IRS accepted the election and it remains in effect.
Next due
Finbryn prepares the workpapers; a credentialed preparer reviews, signs and files the return.
2553
Form 2553: Election by a Small Business CorporationElection by a Small Business Corporation
Who filesA domestic corporation, or a domestic entity eligible to elect corporate treatment such as an LLC, that meets the S corporation tests: no more than 100 shareholders, only eligible shareholders, no nonresident alien shareholders, one class of stock and a permitted tax year.
Next due
Prepared with you; your payroll provider or you file it.
7004
Form 7004: Application for Automatic Extension of Time to FileApplication for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
Who filesAn entity that needs more time to file one of the returns listed on line 1 of the form, including Form 1065, Form 1120, Form 1120-S, Form 1041 and Form 1120-F. A separate Form 7004 is filed for each return.
Next dueEvent-based, see the form page
Your company files it; Finbryn supports with the numbers.
8832
Form 8832: Entity Classification ElectionEntity Classification Election
Who filesAn eligible entity, such as an LLC, that elects to be classified as a corporation, a partnership or a disregarded entity, or changes its current classification. Not for an entity that will use its default classification, is tax-exempt under section 501(a), is a REIT, or is electing S status on Form 2553.
Next dueEvent-based, see the form page
Prepared with you; your payroll provider or you file it.
Form 15620 (83(b) election)
83(b) Election: Form 15620 and the 30-Day DeadlineSection 83(b) Election
Who filesThe person who performs services and receives substantially nonvested property, such as restricted stock, in connection with them, whether an employee or an independent contractor. The election is optional, and it cannot be made for a stock option.
Next dueEvent-based, see the form page
Prepared with you; your payroll provider or you file it.
Schedule K-1 (Form 1065 and Form 1120-S)
Schedule K-1 (Form 1065 and 1120-S): Your Share of Business IncomeSchedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., and Schedule K-1 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc.
Who filesA partnership or S corporation prepares a Schedule K-1 for each person who was a partner or shareholder at any time during the tax year, attaches a copy to its return and gives each owner a copy. The owner reports the amounts on the owner's own return.
Next due
Finbryn prepares the workpapers; a credentialed preparer reviews, signs and files the return.
Information returns
1 form
1096
Form 1096: Annual Summary and Transmittal of U.S. Information ReturnsAnnual Summary and Transmittal of U.S. Information Returns
Who filesPayers that file paper Forms 1097, 1098, 1099, 3921, 3922, 5498 or W-2G with the IRS. It is not used for e-filed returns, and filers of 10 or more information returns in total must e-file.
Next due
Prepared with you; your payroll provider or you file it.
SEC reporting
3 forms
8-K
Form 8-K: Current Report for Public CompaniesCurrent Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Who filesRegistrants subject to the Exchange Act reporting rules, when an event listed in the form's Items occurs, and registrants that choose to use the form for Regulation FD disclosure.
Next dueEvent-based, see the form page
Your company files it; Finbryn supports with the numbers.
10-K
Form 10-K: Annual Report for Public CompaniesAnnual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Who filesCompanies required to file annual reports under Section 13 or 15(d) of the Exchange Act for which no other form is prescribed, including transition reports when the fiscal year end changes.
Next dueEvent-based, see the form page
Your company files it; Finbryn supports with the numbers.
10-Q
Form 10-Q: Quarterly Report for Public CompaniesQuarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Who filesCompanies required to report under Section 13 or 15(d) of the Exchange Act, for each of the first three fiscal quarters of the fiscal year. No report is filed for the fourth quarter.
Next dueEvent-based, see the form page
Your company files it; Finbryn supports with the numbers.
For a calendar-year filer. This library is general information only, not tax or legal advice for your situation.
Related services
- Filing-ready, prepared by people who already know your booksTax preparation supportReturn preparation and filing support across US federal and state, UK, Australian, Canadian, Hong Kong and EU obligations, built from books we already reconcile and reviewed by a credentialed signer or registered filing partner before anything is filed.
- Payroll, coordinated and reconciledPayroll supportCoordination with the payroll platform you already run pay through, plus the accounting work around it: pay-run review, journal entries, contractor payments and benefit deductions reconciled to your books every period.
- Entity formation and the filings that keep it currentBusiness setup and complianceSupport for forming a company and keeping it in good standing: formation paperwork prepared, a registered agent or office coordinated, and the recurring filings tracked so nothing lapses. Anything that requires a specific filer designation or government signature is named and routed to that credentialed party.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.