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The KFM knowledge base: deadlines, payments, documents and forms.

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1040-ES
- Who needs to pay estimated taxes?
- Estimated tax due dates and how much to pay

A

Account transcript
- How to confirm the IRS received your payment
Annualized income method
- Estimated tax due dates and how much to pay
- The underpayment penalty, and how to avoid it
April 15
- Federal income tax deadlines for individuals
- Federal income tax deadlines for businesses

B

Billing
- Using the client portal
Brokerage statements
- What documents to send
Business extension
- Federal income tax deadlines for businesses
Business income and expenses
- What documents to send
Business Tax Account
- How to pay federal taxes
- How to confirm the IRS received your payment

C

C corporation
- What is my tax classification and what does it mean?
CAF
- The forms we ask you to sign
Card payment
- How to confirm the IRS received your payment
Check payment
- How to confirm the IRS received your payment
Client portal
- Using the client portal
Collection due process
- You got a letter from the IRS or the state
CP14
- How to confirm the IRS received your payment
- You got a letter from the IRS or the state
CP2000
- You got a letter from the IRS or the state
CP261
- What is my tax classification and what does it mean?
CP277
- What is my tax classification and what does it mean?
Crypto
- What documents to send
Currently not collectible
- Can't pay in full? Payment plans and your options

D

Default
- Can't pay in full? Payment plans and your options
Direct Pay
- How to pay federal taxes
- How to confirm the IRS received your payment
Disaster postponement
- Federal income tax deadlines for individuals
Disregarded entity
- What is my tax classification and what does it mean?
Documents
- Using the client portal
Documents to send
- What documents to send
DR-405
- Payroll, sales tax and Florida business deadlines
Due dates
- Estimated tax due dates and how much to pay

E

E-signature
- The forms we ask you to sign
EFT Acknowledgment Number
- How to confirm the IRS received your payment
EFTPS
- How to pay federal taxes
- How to confirm the IRS received your payment
Electronic funds withdrawal
- How to pay federal taxes
Engagement letter
- Using the client portal
Estimated tax
Extension
- An extension gives you more time to file, not to pay
Extension payment
- How to pay federal taxes
Extension to file
- Federal income tax deadlines for individuals

F

Failure-to-file penalty
- An extension gives you more time to file, not to pay
Failure-to-pay penalty
- An extension gives you more time to file, not to pay
Farmers and fishermen
- Who needs to pay estimated taxes?
Federal tax deposits
- How to pay federal taxes
Fiscal year
- Federal income tax deadlines for businesses
Florida corporate estimated tax
- Who needs to pay estimated taxes?
Florida Department of Revenue
- You got a letter from the IRS or the state
Florida sales tax
- Payroll, sales tax and Florida business deadlines
Form 1040
- Federal income tax deadlines for individuals
Form 1040-V
- How to pay federal taxes
Form 1065
- Federal income tax deadlines for businesses
Form 1095-A
- What documents to send
Form 1098
- What documents to send
Form 1098-T
- What documents to send
Form 1099
- What documents to send
Form 1099-B
- What are W-2 and 1099 forms?
Form 1099-DA
- What documents to send
Form 1099-DIV
- What are W-2 and 1099 forms?
Form 1099-INT
- What are W-2 and 1099 forms?
Form 1099-K
- What are W-2 and 1099 forms?
Form 1099-MISC
- What are W-2 and 1099 forms?
Form 1099-NEC
- Payroll, sales tax and Florida business deadlines
- What are W-2 and 1099 forms?
Form 1120
- Federal income tax deadlines for businesses
Form 1120-S
- Federal income tax deadlines for businesses
Form 2210
- The underpayment penalty, and how to avoid it
Form 2553
- What is my tax classification and what does it mean?
Form 2848
- The forms we ask you to sign
Form 4868
- Federal income tax deadlines for individuals
- An extension gives you more time to file, not to pay
Form 7004
- Federal income tax deadlines for businesses
- An extension gives you more time to file, not to pay
Form 8821
- The forms we ask you to sign
Form 8832
- What is my tax classification and what does it mean?
Form 8879
- The forms we ask you to sign
Form 940
- Payroll, sales tax and Florida business deadlines
Form 941
- Payroll, sales tax and Florida business deadlines
Form 9465
- Can't pay in full? Payment plans and your options
Form F-1120
- Payroll, sales tax and Florida business deadlines
Form F-7004
- An extension gives you more time to file, not to pay
Form W-2
- Payroll, sales tax and Florida business deadlines
- What documents to send
- What are W-2 and 1099 forms?

G

Guaranteed installment agreement
- Can't pay in full? Payment plans and your options

I

Independent contractors
- What are W-2 and 1099 forms?
Installment agreement
- Can't pay in full? Payment plans and your options
Interest on unpaid tax
- An extension gives you more time to file, not to pay
Interest rate on underpayments
- The underpayment penalty, and how to avoid it
IP PIN
- What documents to send
IRS e-file signature authorization
- The forms we ask you to sign
IRS letter
- You got a letter from the IRS or the state
IRS notice
- You got a letter from the IRS or the state
IRS Online Account
- How to pay federal taxes

J

January 15
- Estimated tax due dates and how much to pay
June 15
- Federal income tax deadlines for individuals

L

Letter 1058
- You got a letter from the IRS or the state
Living abroad
- Federal income tax deadlines for individuals
LLC
- What is my tax classification and what does it mean?
LLC returns
- Federal income tax deadlines for businesses
LT11
- You got a letter from the IRS or the state

M

March 15
- Federal income tax deadlines for businesses
May 1
- Payroll, sales tax and Florida business deadlines
Messages
- Using the client portal

N

Net investment income tax
- Who needs to pay estimated taxes?
Notice of deficiency
- You got a letter from the IRS or the state

O

October 15
- Federal income tax deadlines for individuals
- An extension gives you more time to file, not to pay
Offer in compromise
- Can't pay in full? Payment plans and your options
Online Account
- How to confirm the IRS received your payment
Online payment agreement
- Can't pay in full? Payment plans and your options

P

Partners
- Who needs to pay estimated taxes?
Partnership
- What is my tax classification and what does it mean?
Password
- Using the client portal
Paying by card
- How to pay federal taxes
Paying by check
- How to pay federal taxes
Payment apps
- What are W-2 and 1099 forms?
Payment confirmation
- How to confirm the IRS received your payment
Payment plan
- Can't pay in full? Payment plans and your options
Penalty waiver
- The underpayment penalty, and how to avoid it
Power of attorney
- The forms we ask you to sign
Prior-year return
- What documents to send
Proof of payment
- How to confirm the IRS received your payment

Q

Quarterly payments
- Who needs to pay estimated taxes?
- Estimated tax due dates and how much to pay

R

Reporting thresholds
- What are W-2 and 1099 forms?
Revoke an authorization
- The forms we ask you to sign

S

S corporation
- What is my tax classification and what does it mean?
S corporation owners
- Who needs to pay estimated taxes?
Safe harbor
- Who needs to pay estimated taxes?
- The underpayment penalty, and how to avoid it
Schedule C
- Federal income tax deadlines for businesses
Self-employment tax
- Who needs to pay estimated taxes?
Setup fee
- Can't pay in full? Payment plans and your options
Short-term payment plan
- Can't pay in full? Payment plans and your options
Sign out
- Using the client portal
Sign-in link
- Using the client portal
Sunbiz annual report
- Payroll, sales tax and Florida business deadlines

T

Tangible personal property
- Payroll, sales tax and Florida business deadlines
Tax classification
- What is my tax classification and what does it mean?
Tax day
- Federal income tax deadlines for individuals
Tax information authorization
- The forms we ask you to sign
Tax scams
- You got a letter from the IRS or the state
To-dos
- Using the client portal

U

Underpayment penalty
- Who needs to pay estimated taxes?
- The underpayment penalty, and how to avoid it
Upload documents
- Using the client portal

W

Weekend and holiday due dates
- Federal income tax deadlines for individuals
- Estimated tax due dates and how much to pay
Withholding
- Who needs to pay estimated taxes?