Tax calendar

The Tax Calendar lists every deadline for the year in date order: which form or deposit, which period it covers, who it goes to, when it is due, how far along you are and what is still to pay. Bokapsys builds it from the registrations you entered in Tax setup, and works out each entry’s status from the filings you have generated and recorded and the payments you have recorded. Open it with Tax → Tax Calendar.

Before you start

• Add your registrations under Tax → Tax Setup → Jurisdictions. The calendar only knows about the accounts you have registered.
• For state withholding deposit dates to appear, the state registration needs both How often the state wants withholding paid and Day of the month it is due.
• Your role needs permission to manage the calendar to see the Rebuild calendar button. Anyone who can view the calendar can read it.

Build or rebuild the calendar

1. Open Tax → Tax Calendar.
2. Pick the year in the year box at the top of the page. If that year has no entries you see No deadlines yet for 2026 (with your year).
3. Click Rebuild calendar. It shows Rebuilding… while it works.
4. You see Filing calendar rebuilt with Due dates for 2026 now match your registrations and filings., and the table fills with that year’s deadlines.

You can also click Rebuild calendar on Tax Setup → Jurisdictions; it rebuilds the current year.

Rebuild whenever something changes: after adding, changing or closing a registration, after changing a state’s deposit frequency or due day, or at the start of a new year. Rebuilding is safe: it updates due dates, adds new entries and removes upcoming entries that no longer match any registration. Entries that already have a filing are kept.

How to check it worked: the table lists entries for periods in the year you picked (annual forms and the fourth quarter are due early the following year). On Tax Dashboard, Generate your tax calendar is ticked.

What each registration adds

Registration (where, and registered for)	Entries added for the year	Due dates
Federal, Payroll withholding	Form 941 for each quarter; Form 940; W-2; 1099-NEC	941: 30 April, 31 July, 31 October, and 31 January the next year. 940, W-2 and 1099-NEC: 31 January the next year.
Federal, Federal unemployment (FUTA)	Form 940 (listed once, even if you also have a payroll withholding registration)	31 January the next year.
A state, Payroll withholding or State unemployment (SUI)	The state’s quarterly wage report for each quarter	The last day of the month after the quarter ends: 30 April, 31 July, 31 October, 31 January.
A state, Payroll withholding, with deposit frequency and due day set	Also one state withholding deposit for each period	The due day you entered, in the month after each period ends. Only shown for monthly, twice-a-month, quarterly and annual schedules.
A state, Sales tax permit	One sales tax return per period, split by the registration’s How often you file (monthly, quarterly or annually)	The 20th of the month after the period ends.

If you build the calendar with no registrations at all, Bokapsys adds the standard federal set (four 941s, the 940, W-2 and 1099-NEC) so you still see the main deadlines. Add your registrations and rebuild to get your full calendar.

Other registration purposes (for example business income, franchise, local payroll or occupational tax) do not add calendar entries.

Check state dates against your state

States set their own deadlines. The quarterly state report date above is the most common one, and state deposit dates come only from the due day you enter. If your state’s notice gives a different date, the notice is right: follow it.

Weekends and holidays

When a deadline falls on a Saturday, Sunday or a federal holiday, Bokapsys moves it to the next business day, as the IRS does. The holidays it observes are New Year’s Day, Martin Luther King Jr. Day, Washington’s Birthday, Memorial Day, Juneteenth, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving, Christmas and Emancipation Day (16 April, observed in Washington DC, which moves federal deadlines). A holiday that falls on a weekend is observed on the nearest weekday.

Example: the third-quarter 941 for 2026 is normally due 31 October 2026. That is a Saturday, so the calendar shows 2 November 2026, the following Monday.

Reading the table

Column	Meaning
Due date	The deadline, already moved off weekends and holidays.
Form	The form or deposit, for example Form 941, Texas quarterly wage report or Georgia withholding deposit.
Period	The dates it covers.
Filed with	Who it goes to: IRS for federal entries, or the state’s name.
Status	How far along it is (see below).
Still to pay	For a deposit or a return with money owed, what is still unpaid after the payments you have recorded.
(action)	Open when a filing exists; Prepare to generate the filing for that period; Record deposit (or View) on a state withholding deposit, which opens the State tab of Deposits Due.

Statuses

Bokapsys works out the status each time you open the page, by looking for a filing of the same form, period and jurisdiction, and for payments recorded against deposits.

Status	Meaning	What to do
Upcoming	Not due yet and nothing generated.	Nothing yet. Prepare the filing when the period ends.
In progress	You have generated a filing for it, but have not recorded it as filed.	Review and sign the filing, file it with the agency, then click Mark as filed.
Filed	The matching filing is recorded as filed. For forms with one copy per person (W-2s, 1099s, 1095-Cs), every one of them must be recorded as filed.	Nothing.
Paid	(Deposits) Your recorded payments cover what is owed for the period.	Nothing.
Part paid	(Deposits) Some, but not all, of the amount is recorded as paid.	Pay and record the rest.
Nothing to pay	(Deposits) No tax arose in the period.	Nothing.
Late	The due date has passed and it is not yet filed (or, for a deposit, not fully paid).	File or pay it as soon as possible, then record it.
Not needed or Replaced	The entry no longer applies.	Nothing.

Note

An entry turns Filed only when you record the filing in Bokapsys with Mark as filed (or record a return you filed elsewhere). Bokapsys does not hear from the agencies, so a return you sent is not marked filed until you say so. See Filing a return.

Prepare a filing from the calendar

1. On a row with no filing yet, click Prepare.
2. For a 941, 940, W-2 or 1099-NEC, the generate window opens with the tax year and quarter already set to that row’s period. Click Generate. The filing opens when it is built.
3. For a sales tax return, the window offers Open the worksheet, which opens the sales tax worksheet. See Sales tax.
4. For a state quarterly wage report, Prepare takes you to Filings → All Filings, where you download the report and create its filing record. See Payroll filings.

Common problems

What you see	Why	How to fix it
No state entries	No active state registration, or the state registration is not for payroll withholding, state unemployment or sales tax.	Add the registration in Tax Setup → Jurisdictions, then rebuild.
No state deposit entries	The state withholding registration has no deposit frequency or due day, or uses a schedule Bokapsys does not lay out (next day, semi-weekly, weekly, eighth-monthly).	Edit the state registration and add both fields from your state’s notice, then rebuild. For the other schedules, pay on your state’s own timetable.
An entry stays Late after you filed	No filing for that form and period is recorded as filed in Bokapsys.	Open or generate the filing for the same period and click Mark as filed.
Could not rebuild the calendar	The rebuild failed; the message says why.	Try again. If it persists, contact Bokapsys.
Next year’s dates are missing	The calendar is built one year at a time.	Pick next year in the year box and click Rebuild calendar.

Related

Tax setup

Deposits due

Filing a return

Payroll filings