Assemble the complete list of everything your organization is required to file, register, renew, and report, so nothing lives only in someone’s head.
First in Map Your Obligations. For each obligation, note to whom it is owed and roughly when. Where you are unsure whether something applies, mark it to confirm rather than leaving it off.
| Category | Obligation, to whom, and roughly when | Confirmed / To confirm |
|---|---|---|
| Annual return to the taxing authority | ||
| Payroll tax filings, if you have staff | ||
| Corporate annual report or renewal, home state | ||
| Corporate registration in other states you operate in | ||
| Charitable solicitation registration, each place you fundraise | ||
| Licenses and permits your programs require | ||
| Grant and contract reports, by funder and due date | ||
| Insurance renewals | ||
| Required policy reviews and disclosures |
This is the master list your calendar is built from. A blank you left because you were not sure is the most dangerous line here, so chase the to-confirm items before you move on. Do not guess; confirm with the agency, the funder, or a professional.
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