Jordan Rivera/Personal & business
Demo workspace
A LITTLE CLARITY. A LOT OF PEACE OF MIND.

Compliance

A clear view of what’s filed, what’s next, and what’s handled.

ObligationEntityDue dateStatusAmount due
Monthly sales tax returnMonthly IVU · SURIOceanline Ventures LLCSeptember 2026Oct 20In Progress$1,240
Federal payroll returnForm 941 · IRSOceanline Technologies, Inc.Q3 2026Oct 31Ready to File$0
Act 60 annual reportDDEC Annual Report · DDECPersonal2026Nov 15In Progress$300
Charitable donation receiptDecree requirement · DDECPersonal2026Dec 15Waiting on Client$10,000
Estimated income tax paymentForm 1040-ES · IRSPersonalQ4 2026Jan 15In Progress$4,500
Puerto Rico employer returnQuarterly withholding · SURIOceanline Ventures LLCQ3 2026Sep 30Filed$2,180

Your tax professional assigns filings based on your entities, decree, and circumstances. These example obligations are not a determination of your tax requirements.