Annual Calendar
April/May
Discuss PTET with clients.
June-Aug
Send nexus surveys, consider VDA programs.
Sept-Oct
Address nexus concerns, finalize extended returns.
Nov-Dec
Year-end tax planning.
Jan-Apr
Compliance season, file extensions as needed.
Discuss PTET with clients.
Send nexus surveys, consider VDA programs.
Address nexus concerns, finalize extended returns.
Year-end tax planning.
Compliance season, file extensions as needed.