STAFF HUB

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Planning dates · September 2026–January 2028

Tax calendar

Upcoming deadlines for calendar-year clients and staff.

Priority date for individual clientsOther deadline

Planning aid: Dates assume calendar-year filers and standard federal / New York deadlines. Confirm each client’s facts, current instructions, and disaster relief before acting. The IRS warns that its 2027 Publication 509 draft is not final and should not be relied on as final authority; check the final publication when released. The exact e-file opening date is still to be announced. Calendar entries summarize the Drive tracker; use the live tracker for owners, reminders, completion status, and the latest edits.

Highlighted dates are the key dates you identified for individual clients.Use the arrows or month menu to browse.
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Refund tracker

Quick access to federal, amended, and state refund status lookups.

Check My Refund↗ Check Your Amended Refund↗
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