Filing support
Compliance Filing Tracker
Track filing records here and use the Knowledge Base for complete IRS and Michigan filing guidance, due-date logic, and matching-value controls.
Priority filings
- Form 990 Series: 15th day of the 5th month after fiscal year-end (calendar-year org: May 15).
- Form 941: Q1 Apr 30, Q2 Jul 31, Q3 Oct 31, Q4 Jan 31.
- Form 940: Typically Jan 31.
- W-2 / W-3: Jan 31 for employee copies and SSA transmission.
Control checks
- Bank account ↔ Finance Hub transaction records
- Finance Hub transactions ↔ Mission/program and grant links
- Finance Hub transactions ↔ Document proofs (receipt/invoice/timesheet)
Compliance Filing Tracker
Track filing forms, due dates, statuses, and agency notes.
New compliance filing
| Compliance form | Due date | Agency | Category | Notes | Status | Actions |
|---|---|---|---|---|---|---|
| IRS Form 941 | 2026-07-31 | IRS | Payroll | Q2 filing prep started |
Workflow: Draft → Submitted → Reviewed → Approved → Paid/Deposited → Reconciled → Reported/Closed