State requirements review
Confirm registrations, reports, sales tax, and other state-specific obligations.
Clubs & associations
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Social Club Filing Calendar
Build a planning calendar from your fiscal year, payroll needs, and state-review schedule, then export the reminders to your calendar.
Year-end records review
Reconcile dues, event income, reimbursements, vendors, and board reports.
Fiscal year ends
Close the year and preserve supporting records.
Federal annual return target
Generally the 15th day of the fifth month after year end. Confirm the required return with your advisor.
Possible extended-return target
Planning reference only. Confirm extension eligibility and filing steps.
A practical review rhythm for social clubs
Use this as a recordkeeping rhythm, then confirm actual filing deadlines with your advisor.
Start of year
Confirm who owns dues records, event records, reimbursements, payroll questions, and advisor communication before activity picks up.
Monthly review
Reconcile bank activity, review dues, label guest or public income, attach receipts, and note any board approvals tied to money movement.
Before year-end
Run a nonmember income review while event details are still fresh. Flag investment income, public facility use, sponsorships, and guest charges.
Before filing
Prepare annual return records, possible 990-T questions, payroll details, board rosters, reports, and documents your advisor requests.
Records to prepare before advisor review
A clean packet saves time because the advisor can review facts instead of reconstructing them.
Dues, assessments, initiation fees, member event charges, and renewal records.
Guest, public, sponsorship, merchandise, rental, and investment income details.
Event logs with member and nonmember counts, charges, payments, and notes.
Expense categories, reimbursements, receipts, vendor records, and approvals.
Board reports, meeting notes, officer lists, policies, and governing documents.
Payroll, contractor, and employment tax questions if the club pays workers.