Tax Returns β 2025
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Summary β roll-ups across the whole book
Returns
8
Filed
3
incl. completed
Completed
0
subset of filed
Open (not filed)
5
not yet submitted
Overdue
4
extensions excluded
Pipeline β where each return is now; one card per stage, and every return is on exactly one
Not started
0
βΊ
Info sent to preparer
1
βΊ
In preparation
0
βΊ
Draft received
1
βΊ
Under review
3
βΊ
Ready to file
0
βΊ
Extended
0
βΊ
Filed
3
βΊ
Completed
0
π Drag an Outlook email straight onto its return row to file it β or open β Track and drop it there. Emails (.msg/.eml), PDFs and Office docs, 25MB each. Dragging from Outlook on the web won't carry the message β use the Outlook add-in or desktop Outlook.
Tax Returns — 2025
8 returns · printed
| Office | Entity | Tax ID | Type | Year-End | Original Due | Extension | Due w/ Ext | Extended Due | Status | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charlotte | Harbor Equities LLC books β | **-***9361 | 1065 | 12/31/2025 | 03/15/2026 | Extended | 09/15/2026 | 09/15/2026 | |||
| Charlotte | Harbor LP books β | **-***2421 | 1065 | 12/31/2025 | 03/15/2026 | Extended | 09/15/2026 | 09/15/2026 | |||
| Charlotte | Northwind Credit LLC books β | **-***7437 | 1065 | 12/31/2025 | 03/15/2026 | Extended | 09/15/2026 | 09/15/2026 | |||
| Charlotte | Northwind Family LP books β | **-***9980 | 1065 | 12/31/2025 | 03/15/2026 | Extended | 09/15/2026 | 09/15/2026 | |||
| Charlotte | Northwind Foundation books β | **-***1305 | 990-PF | 12/31/2025 | 04/15/2026 | Extended | 10/15/2026 | 10/15/2026 | |||
| Charlotte | Northwind Growth Trust books β | **-***7807 | 1041 | 12/31/2025 | 04/15/2026 | None | β | β | |||
| Charlotte | Northwind Holdings LLC books β | **-***6633 | 1065 | 12/31/2025 | 03/15/2026 | Extended | 09/15/2026 | 09/15/2026 | |||
| Charlotte | Northwind Legacy Trust books β | **-***2247 | 1041 | 12/31/2025 | 04/15/2026 | Extended | 10/15/2026 | 10/15/2026 |
History
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Emails & files (1)
History
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Emails & files (2)
History
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Emails & files (1)
History
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Emails & files (3)
History
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History
No history yet β status changes and notes you add will show up here with the date.
Emails & files (1)
History
No history yet β status changes and notes you add will show up here with the date.
History
No history yet β status changes and notes you add will show up here with the date.
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