Taxes

Deadlines From Every Direction

Your CPA emails about the federal extension. A state notice lands in someone’s inbox. Property tax bills go to a regional office that may or may not forward them on time. Somewhere in a spreadsheet, someone tracks due dates for a dozen entities across multiple jurisdictions.

A missed deadline triggers penalties and interest. A pattern of missed deadlines invites scrutiny. When an acquirer or auditor asks for a complete filing history, reconstructing it from email threads and CPA workpapers costs time and credibility. Lextree gives you one structured record of every tax return, extension, and examination across all entities and jurisdictions. Not tax preparation software. A compliance record that proves returns were filed and when they were due.

Never Miss a Filing

Each tax return record captures its original due date, extended due date, and filing status. Alerts fire at 60, 30, 14, and 7 days before the deadline. Income tax, franchise tax, property tax — every return type appears in one view.

Extensions live on the return record. When your CPA files a Form 7004 or state extension, Lextree records the filing date, extended due date, and confirmation number. Amended returns maintain a clear chain to the original filing, preserving the complete history. Each record captures tax authority, jurisdiction, tax year, form number, filing method, and confirmation number. The filed copy and receipt attach directly. The full lifecycle — draft, preparation, filing, acceptance, rejection — appears in Timeline as an audit trail.

One Filing Calendar

Multi-entity tax compliance means coordinating obligations across federal, state, and local jurisdictions. When filing calendars live in separate spreadsheets maintained by different people, gaps are inevitable.

Still tracking deadlines in a spreadsheet? Start with our free tax compliance tracker template — it imports straight into Lextree.

Lextree maintains a single registry across your organization. Every return (federal income, state income, local income, franchise, property, withholding, payroll, excise) sits under the entity responsible for filing it. Filter by entity, jurisdiction, return type, tax year, or status. Consolidated returns sit under the parent with separate records for each subsidiary’s standalone obligations. Franchise tax can live here or in periodic filings under Legal Entities; property tax can live here or in Real Estate. You choose which team owns it.

Audits From Notice to Resolution

When an IRS or state audit notice arrives, the response clock starts. Missing a response deadline can carry consequences worse than the original finding.

Each examination record captures tax authority, jurisdiction, examination period, tax years, and scope. Response deadline reminders alert your team at 30, 14, and 7 days before each is due. When an audit involves multiple issues, you don’t rely on a single calendar entry to cover all of them. Individual findings get their own records — proposed adjustment, your position, agreed resolution. When the audit closes, the complete record (notice, correspondence, findings, closing letter) attaches as a permanent archive.

Tax in Context

Tax obligations don’t exist in isolation. An entity that loses good standing over a missed annual report can face complications with tax filings. Property tax deadlines follow the real estate your entities hold.

Lextree connects tax records to the same legal entities tracked across your compliance program — registrations, insurance policies, contracts, and licenses. When a registration lapses, a subsidiary forms, or you add a jurisdiction, the tax team sees it in the same system where filing obligations live. Every tax record links to its entity and connects to the compliance domains that depend on it.