Owner’s Binder

Compliance Calendar — set it once, stay compliant forever

A curated calendar of filings, taxes, renewals, and operating rituals. We keep it organized, remind you early, and file things in your Digital Binder automatically.

90/60/30-day reminders Quarterly & monthly rhythms State packs for annual reports Binder-integrated

Open Master Calendar (Sheet) Find Your State Pack Get it personalized

At-a-glance rhythm

Jan

•1099s prep & send

•W-2/W-3 year-end payroll

Feb

•Sales/use tax (if monthly)

•Insurance renewals (sample)

Mar

•Q1 payroll prep (941 next month)

•Domain/SSL spot-check

Apr

•Q1 Form 941 & state payroll

•Quarterly budget review

May

•Annual report (varies by state)

•Policy COI refresh

Jun

•Q2 payroll prep

•Access/2FA audit

Jul

•Q2 Form 941 & state payroll

•Mid-year goals check-in

Aug

•BOI/ownership changes review

•Backup restore test

Sep

•Q3 payroll prep

•Contract renewal scan

Oct

•Q3 Form 941 & state payroll

•Budget draft for next year

Nov

•Insurance renewals window

•Year-end tax prep kickoff

Dec

•Year-end close checklist

•Domain/SSL renewals check

State-specific annual report dates vary — grab your pack below.

The calendar has three layers

Annual anchors

Annual/biennial reports, insurance renewals, franchise/privilege tax, corporate minutes, domain/SSL, and RA renewal.

Quarterly beats

Payroll returns (941 + state), estimated taxes, budget reviews, access/2FA audits, backup restore tests.

Monthly rhythm

Close the books, sales/use tax (if registered), receipts to Binder, analytics & KPIs snapshot.

Tracks you’ll follow

Entity & State Filings

✓Annual/Biennial Report — due date in your state pack; set 90/60/30-day reminders.
✓Franchise/Privilege Tax — where applicable.
✓Registered Agent — renew yearly; keep card on file.
✓BOI updates — after ownership/address changes; quick quarterly review.
✓Local licenses & permits — add city/county renewals.

Binder tab: Compliance & Insurance

Taxes & Payroll

✓Quarterly payroll returns (941 + state), FUTA annual, estimates.
✓Year-end payroll (W-2/W-3), 1099 collection & filing.
✓Sales/use tax as registered (monthly/quarterly/annual).

Binder tab: Financials

Finance Ops

✓Month-end close: bank/CC recs, AR/AP, cash forecast.
✓Budget vs actuals monthly; quarterly strategy check.
✓Document retention — receipts/statements filed to Binder.

Binder tab: Financials

Insurance & Risk

✓GL/BOP, WC, E&O/PL, Cyber renewals — 90/60/30-day cadence.
✓COI refresh for vendors/landlord.
✓OSHA 300A posting (if applicable).

Binder tab: Compliance & Insurance

IT / Domain / Security

✓Domain & SSL renewals; DNS/SPF/DKIM/DMARC health check.
✓Backups verified + restore test.
✓Access review: offboarded users, 2FA, least privilege.

Binder tab: Branding & Assets

Grab the calendar packs

Start with the master sheet, then add ICS bundles to your calendar app.

Open Master Calendar (Google Sheet) Add Universal Ops (.ics) Add Taxes & Payroll (.ics) Add IT/Security (.ics) Get Your State Annual Report Pack Annual Filings Checklist (PDF) Month-End Close Checklist (PDF)

Need hands-off compliance? Ask about our Compliance Concierge add-on.

Want it personalized to your entity & state?

We’ll tailor due dates to your state, add your recurring taxes, and push reminders into your Digital Binder.

Get a personalized calendar Email Info@AmeenSystems.com

This page is an operational resource, not legal or tax advice.