Taxstra • Planning worksheet • 2026-09-05

Year-End Tax Planning for Business Owners: A Decision Calendar

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Decision	Information to collect	Responsible handoff
Owner compensation	Duties, year-to-date wages and expected work	Tax adviser and payroll
Retirement funding	Plans, contributions, employees and cash	Adviser and plan administrator
Equipment	Business need, cost and service date	Operations and accountant
Estimated tax	Whole-household projection and prior payments	Tax adviser and owner
Entity/state elections	Ownership, locations and deadlines	Adviser and filing team

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.