Chart of Federal Businesses Tax Filings[1]

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Shared by: Lisa Baker
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This document should be used as a summary of required federal tax filings for sole proprietorships, partnerships, and corporations. The following text of this document should be reviewed and edited to fit your purposes. [Find, then fill-in, or delete text in brackets like this: “[NNN]” Otherwise the following text should be reviewed and edited as needed: Chart of Federal Businesses Tax Filings Table 15-1 If You Are: Sole proprietor You may Be Liable For: Income tax Self-employment tax Estimated tax Employment taxes:    Social security and Medicare taxes and income tax withholding Federal unemployment (FUTA) tax Depositing employment taxes 940 or 940-EZ 81092 Excise taxes Partnership Annual return of income Employment taxes Excise taxes Partner in a partnership (individual) Income tax Self-employment tax Estimated tax Corporation or S corporation Income tax Estimated tax Employment taxes Excise taxes S corporation shareholder Income tax Estimated tax Varies3 1065 Same as sole proprietor Varies3 1040 and Schedule E4 1040 and Schedule SE 1040-ES 1120 or 1120-A (corporation) 1120S (S corporation) 1120-W (corporation only) and 81092 Same as sole proprietor Varies3 1040 and Schedule E4 1040-ES 943 for farm employees 941 for all others Use IRS Form: 1040 and Schedule C1 or C-EZ (Schedule F for farm business1) 1040 and Schedule SE 1040-ES 1 2 3 4 Source: IRS Pub. 583 File a separate schedule for each business. Do not use if you deposit taxes electronically. See IRS Pub. 583 Various other schedules may be needed.

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