The 2022 Essential Financial Tasks Calendar
This calendar highlights the most important financial tasks you should be planning for in the coming year, to get you started.
January
1/15 – 4th Qtr
Estimated Taxes
Due Early/Mid Jan. –
Finalize 2022 Goals
& Gameplan
Prep & Send
1099’s, due 1/31
February
Send all documents
to CPA/EA for 2021
filing.
March
Finalize taxes, meet
with CPA/EA to
begin tax planning
for 2022
Use 2021’s tax
outcomes to
make 2022 more
tax efficient
April
4/15 – 1st Qtr
Estimated Taxes
Due
4/15 – 2021 Year
End Taxes Due
4/15 – Deadline to
make 2021 IRA
contributions
May
Evaluate tax
savings YTD
Confirm 2021 books
are closed
June
6/15 – 2th Qtr
Estimated Taxes
Due
July
Check in on
progress of
2022 financial goals.
Readjust as needed
August
Check in on
profitability
YTD compared to
2021 YTD,
prepare to make
purchases/
contributions
as needed
September
9/15 – 3rd Qtr
Estimated
Taxes Due
October
Begin tax planning
with CPA/EA to
optimize 2022 taxes
10/15 – Taxes due
if extended
November
Continue tax
planning
to optimize 2022
December
Make year-end
purchases
& contributions to
lower
tax liability, if
needed
Begin creating
2023 goals