We'll use this to personalize your calendar events with the right names and notes.
📋 This wizard creates a .ics calendar file you can import into Google Calendar, Apple Calendar, Outlook, or any calendar app. All events include notes, descriptions, and 30-day advance reminders — customized for your LLC.
Your key compliance dates
Set the months for your most important recurring deadlines. These become the anchor for all your calendar events.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
💡 Often the anniversary month of your LLC formation. Check your state's Secretary of State website to confirm.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Choose your compliance tasks
All core tasks are pre-selected. Uncheck anything that doesn't apply to your business, or add optional items.
📋 Annual Filings (Core)
Annual Report — Secretary of State
File your LLC's annual report to maintain good standing. Includes a 30-day advance reminder.
Annual
Registered Agent Renewal
Renew your registered agent service. Includes reminder to confirm service is still active.
Annual
Federal Tax Return Filing
File your LLC's federal taxes (Schedule C or Form 1065 for multi-member). Consult your accountant.
Annual
FinCEN BOI Report Annual Review
Review your Beneficial Ownership report for accuracy. Update within 30 days of any changes to ownership or addresses.
Annual
Business License & Permit Renewal
Renew any local, county, or state business licenses. Includes a 60-day advance reminder.
Annual
📊 Quarterly Tasks
Business Records Backup
Back up all digital business records to secure cloud storage. Quarterly in Jan, Apr, Jul, Oct.
Quarterly
Quarterly Estimated Tax Payments
IRS estimated tax deadlines: Apr 15, Jun 15, Sep 15, Jan 15. Avoid underpayment penalties.
Quarterly
Quarterly Compliance Check
Review all upcoming deadlines, verify registrations, and confirm all licenses are current.
Quarterly
📅 Monthly Tasks
Bank Account Reconciliation
Match your bookkeeping records to your bank statements. First of every month.
Monthly
📝 Meeting & Review Events (Optional)
Annual LLC Review Meeting
Annual member meeting to review goals, finances, and operating agreement. Good governance practice.
Annual
Mid-Year Business Goals Review
Review your business goals, financial progress, and priorities at the halfway point of the year.
Annual
Year-End Financial Summary
Prepare year-end income/expense summary for your accountant. December each year.
Annual
Business Insurance Review
Review your business insurance coverage for adequacy as your business grows.
Annual
Do you have any DBAs?
If you operate under trade names (Doing Business As), we'll add renewal reminders for each one.
💡 Not sure of your DBA renewal date? Check your original DBA registration certificate. Most DBAs expire every 1–5 years depending on your state. Set a reminder 60 days before expiration to avoid gaps.
Your calendar is ready!
Review your events below, then download your .ics file and import it into any calendar app.
✅ 0 compliance events customized for your LLC — ready to import.
How to import your .ics file: Google Calendar: Settings → Import & Export → Import → select the file Apple Calendar: File → Import → select the file Outlook: File → Open & Export → Import/Export → Import iCalendar (.ics)
🎁 Additional Bonus Resources
📊 Business Budget Tracker (Google Sheets Template)
Pre-built spreadsheet with tabs for monthly income, expenses, quarterly tax estimates, and year-end summary. Just enter your numbers.
📋 LLC Formation Checklist (Printable PDF)
The complete 11-step LLC formation checklist from the workbook, formatted as a standalone printable one-pager.
📝 Operating Agreement Template (Word Doc)
A simple, editable Operating Agreement starter template — suitable for single-member LLCs. Not legal advice; review with an attorney.
From the LLC & DBA Formation Workbook by Christopher Daniels — Published by F823 LLC
This tool is for organizational purposes only and does not constitute legal or tax advice.