Tax Returns — 2025
Summary — 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 — where each return is now; one card per stage, and every return is on exactly one
Not started
0
›
Info sent to preparer
1
›
In preparation
0
›
Draft received
1
›
Under review
3
›
Ready to file
0
›
Extended
0
›
Filed
3
›
Completed
0
📎 Drag an Outlook email straight onto its return row to file it — or open ✎ 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 — use the Outlook add-in or desktop Outlook.
Tax Returns — 2025
8 returns · printed
OfficeEntityTax IDTypeYear-End Original DueExtensionDue w/ ExtExtended Due StatusNotes
Charlotte Harbor Equities LLC books → **-***9361 1065 12/31/2025 03/15/2026 Extended 09/15/2026 09/15/2026
Charlotte Harbor LP books → **-***2421 1065 12/31/2025 03/15/2026 Extended 09/15/2026 09/15/2026
Charlotte Northwind Credit LLC books → **-***7437 1065 12/31/2025 03/15/2026 Extended 09/15/2026 09/15/2026
Charlotte Northwind Family LP books → **-***9980 1065 12/31/2025 03/15/2026 Extended 09/15/2026 09/15/2026
Charlotte Northwind Foundation books → **-***1305 990-PF 12/31/2025 04/15/2026 Extended 10/15/2026 10/15/2026
Charlotte Northwind Growth Trust books → **-***7807 1041 12/31/2025 04/15/2026 None — —
Charlotte Northwind Holdings LLC books → **-***6633 1065 12/31/2025 03/15/2026 Extended 09/15/2026 09/15/2026
Charlotte Northwind Legacy Trust books → **-***2247 1041 12/31/2025 04/15/2026 Extended 10/15/2026 10/15/2026
Add a tax return
Attach emails and files after it's created, from its ✎ Track panel.
Static demo · synthetic data · read-only  ↩