KEY TAX DEADLINES
The tax season started this year on this date:
Date that IRS opened for e-filings
Jan 15, 2026
Natalia makes all the Hubspot changes related to the tax season workflows
False, Daniela makes the HubSpot changes under Natalia's directive.
What is an extension?
Its a filing to the IRS to extend the deadline to file your taxes.
What is the Form 1099 used for?
Reports non-employee compensation, such as contractor payments over $600 over the course of the year.
Example: I paid a designer $1000 dollars and I must issue the designer a 1099 form to report this expense to the IRS
What system allows taxpayers to make federal tax payments directly from a bank account?
EFTPS (Electronic Federal Tax Payment System) AND IRS Direct Pay
March 15, 2025 is a tax filing due date for what type of entities?
- Partnerships (Form 1065)
- S corps (Form 1120-S)
If a client reached out regarding a Tax Filing question, I should ensure the ticket pipeline is updated to "Tax Filing"
False - you should never created tickets in the "Tax Filing" pipeline.
You can use the "Taxes General" pipeline for tax related client inquiries
Does filing an extension give you more time to pay your taxes?
No, it only extends the filing deadline. You must still pay the owed taxes in quarterly installments on time.
Which form do partnerships (Multi Member LLCs) file?
Form 1065
What is the key difference between EFTPS and IRS Direct Pay
EFTPS requires registration and wait time to receive a PIN. IRS Direct pay does not require registration, offers instant confirmation, but has payment caps.
April 15th is a tax filing due date for what type of entities
True or False: Updating a hubspot status on a tax filing ticket may trigger automated emails to the client, and updates the client-facing tax filing status on the client dashboard.
True - the statuses in hubspot for the tax filing ticket are connected to what the client sees in the dashboard and some statuses trigger automated emails such as "Additional Information Requested" or "Tax Filing Submitted"
What form is used to extend a return?
Form 7004
Which entity files Form 1120-S?
An S corporation
What are the four typical quarterly estimated tax due dates?
April 15, June 15, September 15, and January 15
What is the extended filing deadline for C corporations that file for extension?
October 15, 2025
What channel in slack should be used by agents to raise Technical questions/issues about the tax season for the Product/Engineering teams?
#operations-bugs
True or False: You must estimate and pay your expected tax liability when filing an extension.
True
Describe what Form 5472 is used for
Tax Filing for U.S. Corporations with foreign owner(s) -If a foreign person or entity owns 25% or more of the U.S. corporation.
What type of entities/situations require quarterly tax payments to the IRS?
All entities that expect to owe at least $1000 in taxes for the year are expected to make quarterly tax payments to the IRS.
If April 15 falls on a weekend or holiday, what determines the new deadline
the next business day
What is new at doola for the tax season workflow this year?
- Clients must go through the tax questionnaire in the client dashboard completely to start their tax filing. Hubspot ticket will not be generated if they don't complete the flow
- Automated lifecycle emails go out to clients through various stages of the tax flow
- Tax Filing status/stage can be tracked in the doola client dashboard
- Clients can upload tax-related files via the client dashboard instead of email
What is new at doola regarding tax extensions for this season?
1. We automatically file extensions for Foreign Owned Entities
2. We can track extension filing status in doola admin (previously manual spreadsheets)
What is Schedule C (Form 1040) used for and how is it used at doola, in other words, for what type of clients?
Schedule C - Form 1040 is used by single-member LLCs to report business income. At doola we prepare it specifically for single-member LLCs where the member is a U.S. citizen since we do not file tax returns for US Citizens. They then include the 1040 form in addition to their personal return when filing elsewhere.
What’s the consequence of ignoring IRS payment notices?
Increased penalties, interest, and potential collection actions