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FundTaxes

For CPA firms

Every client fund in one list, and every client date on one calendar.

The firm workspace puts your clients’ Opportunity Zone and real estate funds in one place, with owner, staff and viewer seats, a deadline calendar across clients and a CSV export. $249 a month with 10 client funds included.

Start a 14-day free trialOpen the firm workspace

Start with a 14-day trial; create the firm from the Firm page.

What your clients file in 2027

The full calendar
Feb 1, 2027QOZB statements to the fund (proposed rule)Mar 1, 2027Investor statements for inclusion events (proposed rule)Mar 15, 2027Form 8996 due with Form 1065Jun 30, 2027First testing date (end of first 6-month period)Dec 31, 2027Year-end testing date
Mar 15, 2027Form 1065 due for 2026Form 7004 to extend Form 1065 for 2026Schedule K-1s due to investors for 2026Sep 15, 2027Form 1065 due for 2026 (extended)
Feb 1, 2027Form 1099-MISC recipient copies (tax year 2026)Form 1099-NEC to recipients and the IRS (tax year 2026)Forms W-2/W-3 to the SSA and W-2 to employees (tax year 2026)Mar 15, 2027Form 1120-S due (tax year 2026)Form 7004 extension deadline for Form 1120-S (tax year 2026)Schedule K-1 to shareholders (tax year 2026)Mar 31, 2027Form 1099-MISC e-file through IRIS (tax year 2026)Apr 15, 2027Corporate estimated tax installment 1 of 4 (tax year 2027)Form 1120 due (tax year 2026)Form 7004 extension deadline for Form 1120 (tax year 2026)Jun 15, 2027Corporate estimated tax installment 2 of 4 (tax year 2027)Sep 15, 2027Corporate estimated tax installment 3 of 4 (tax year 2027)Form 1120-S due (tax year 2026, extended)Oct 15, 2027Form 1120 due (tax year 2026, extended)Dec 15, 2027Corporate estimated tax installment 4 of 4 (tax year 2027)

Next date QOZB statements to the fund (proposed rule)

  • Opportunity Zone funds
  • Real estate
  • Business compliance
2027 client filing dates across the three lines
DateLineFiling
February 1, 2027Opportunity Zone fundsQOZB statements to the fund (proposed rule)
February 1, 2027Business complianceForm 1099-MISC recipient copies (tax year 2026)
February 1, 2027Business complianceForm 1099-NEC to recipients and the IRS (tax year 2026)
February 1, 2027Business complianceForms W-2/W-3 to the SSA and W-2 to employees (tax year 2026)
March 1, 2027Opportunity Zone fundsInvestor statements for inclusion events (proposed rule)
March 15, 2027Opportunity Zone fundsForm 8996 due with Form 1065
March 15, 2027Real estateForm 1065 due for 2026
March 15, 2027Real estateForm 7004 to extend Form 1065 for 2026
March 15, 2027Real estateSchedule K-1s due to investors for 2026
March 15, 2027Business complianceForm 1120-S due (tax year 2026)
March 15, 2027Business complianceForm 7004 extension deadline for Form 1120-S (tax year 2026)
March 15, 2027Business complianceSchedule K-1 to shareholders (tax year 2026)
March 31, 2027Business complianceForm 1099-MISC e-file through IRIS (tax year 2026)
April 15, 2027Business complianceCorporate estimated tax installment 1 of 4 (tax year 2027)
April 15, 2027Business complianceForm 1120 due (tax year 2026)
April 15, 2027Business complianceForm 7004 extension deadline for Form 1120 (tax year 2026)
June 15, 2027Business complianceCorporate estimated tax installment 2 of 4 (tax year 2027)
June 30, 2027Opportunity Zone fundsFirst testing date (end of first 6-month period)
September 15, 2027Real estateForm 1065 due for 2026 (extended)
September 15, 2027Business complianceCorporate estimated tax installment 3 of 4 (tax year 2027)
September 15, 2027Business complianceForm 1120-S due (tax year 2026, extended)
October 15, 2027Business complianceForm 1120 due (tax year 2026, extended)
December 15, 2027Business complianceCorporate estimated tax installment 4 of 4 (tax year 2027)
December 31, 2027Opportunity Zone fundsYear-end testing date

What’s included

  • The client list

    Every fund in the firm with its owner, client name, the latest 90% result and the next date, and a switcher if you belong to several firms.

  • Owner, staff and viewer seats

    Owners manage members and billing; staff edit every fund; viewers are read-only on funds they do not own.

  • Invite links

    An invite bound to one email address, or an open link usable once, as staff or viewer. The person signs in or signs up and joins.

  • Deadline calendar across clients

    Testing dates, filing dates and K-1 dates for every client fund, with a calendar feed for Google, Outlook or Apple.

  • Bulk CSV export and the engagement letter

    One export of every client fund’s dates and results, and an engagement-letter template to start from.

  • Forms filled from the record

    Forms 8996 and 8997, and Forms 2848 and 8821 for the client to sign, as editable PDFs.

  • A directory listing

    A free listing in the Opportunity Zone CPA directory, or Featured placement for $199 a month.

  • Requests from fund sponsors

    Sponsors asking for Form 8996 preparation or a penalty review choose a firm from the directory themselves.

How a firm and its clients connect

Two ways, depending on who keeps the fund.

You keep the funds

  1. Create the firm from the Firm page and name it.
  2. Invite your staff as staff or viewer.
  3. Add each client fund; the client column shows whose it is.
  4. Send the client their investors’ portal links, or a viewer invite if they should see the fund.

The client keeps the funds

  1. The client creates a firm for their own funds.
  2. They create an invite for your email as staff or viewer.
  3. You open the link signed in and join; their funds appear in your list.
  4. Switch between your firm and theirs from the Firm page.

What the firm gets, and what the client keeps

Firm owner and staffViewer seatClient who owns the fund
See the fund’s tests, investors and datesYesYesYes
Edit the fundYesNoYes
Deadline calendar across clients, CSV exportYesYesTheir own funds
Invite members, manage billingOwner onlyNoIn their own firm
Investor portal links and statementsYesView onlyYes
Pays for the fundThe firm, up to 10 client funds—Their own plan, unless the firm covers it

What we don’t do

So you can plan around it.

  • Keep clients apart inside one firm: every member sees every member’s funds.
  • Share businesses through the firm: business compliance is per account for now.
  • Enforce seat or fund counts yet: they are shown on the Firm page.
  • Prepare or file client returns, or take a share of engagements from the directory.

$249

per month for the firm

10 client funds included. A basic directory listing is free; Featured is $199 a month. Start a 14-day free trial

Questions

What does the firm workspace cost?
$249 a month for the firm, with 10 client funds included. Clients’ own funds keep their own subscriptions or trials unless the firm subscribes for them.
What can a viewer do?
See every fund in the firm, its tests, investors and dates, and export them, without changing anything on funds they do not own. Staff can edit every fund; the owner also manages members and billing.
How does a client bring me in?
The client creates a firm for their own funds and sends you an invite link as staff or viewer. You open it signed in, and their funds appear in your list; if you belong to several firms, you switch between them from the Firm page.
Can clients in my firm see each other?
Yes, today every member of a firm sees every member’s funds. Invite your own staff to your firm, and join each client’s firm instead of inviting clients into yours when they should not see one another.
Is the directory listing free?
A basic listing in the Opportunity Zone CPA directory is free and reviewed before it appears. Featured placement is $199 a month, a flat fee; FundTaxes never takes a share of an engagement.

Related guides

All guides

Bring the client list into one place

Create the firm, invite your staff, and every client fund’s next date is on one calendar the same day.

Start a 14-day free trialOpen the firm workspace