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Annual To-Do List: Don't Miss Important Due Dates!


By January 31, Do the following:

  • W-2 ( Give all employees a W-2 statement wage and tax statement.)
  • 1099-MISC ( Give 1099 MISC for each independent contractor paid $600 or more during the year for services provided to your organization)
  • State Employers Withholding Tax Return (In Oklahoma this is an OW-9 and is due by the 20th. Check with your state government to see when your state Employers Withholding Tax Return is due..or if one is required. )
  • Form 941 ( Send Form 941 "Employer’s QUARTERLY Federal Tax Return" to the IRS. Make sure it is postmarked on or before the 31st. )

See Payroll Tax Forms.


*Important Notice: Always keep a copy in your organization's files of EVERYTHING and ANYTHING you send to ANYONE or any AGENCY.

**For a Canadian To-Do-List...go to Church Treasurers of Canada Inc.


By Last Day of February, Do the following:

  • W-3 ( Send Copy A of all W-2s issued for the previous year to the Social Security Administration, along with the W-3 transmittal form.)
  • 1096 ( Send all the 1099-Miscs to the IRS, along with the 1096 transmittal summary form.)


By Last Day of April, Do the following:

  • State Employers Withholding Tax Return (In Oklahoma this is an OW-9 and is due by the 20th. Check with your state government to see when your state Employers Withholding Tax Return is due..or if one is required. )
  • Form 941 ( Send Form 941 "Employer’s QUARTERLY Federal Tax Return" to the IRS. Make sure it is postmarked on or before the 30th. )

  • By Last Day of July, Do the following:

  • State Employers Withholding Tax Return (In Oklahoma this is an OW-9 and is due by the 20th. Check with your state government to see when your state Employers Withholding Tax Return is due..or if one is required. )
  • Form 941 ( Send Form 941 "Employer’s QUARTERLY Federal Tax Return" to the IRS. Make sure it is postmarked on or before the 31th. )

  • By Last Day of October, Do the following:

  • State Employers Withholding Tax Return (In Oklahoma this is an OW-9 and is due by the 20th. Check with your state government to see when your state Employers Withholding Tax Return is due..or if one is required. )
  • Form 941 ( Send Form 941 "Employer’s QUARTERLY Federal Tax Return" to the IRS. Make sure it is postmarked on or before the 31th. )
  • Return to home page from "Annual To-Do List".


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