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

Note: Each month should include a review of the Profit & Loss, Balance Sheet, and Statement of Cash Flows, comparing to previous months and YTD.

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