Forms

Every filing a project owes: one document, one authority, one date, on the project that carries it. Extend or unextend a whole selection here rather than one project at a time.

A form added here is a custom form. It is not read from the form library.

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All formsAUP report to the dioceseData Collection Form SF-SACForm 1040Form 1099-NECForm 5500Form 8955-SSAForm 941Form 990Form 990-PFNJ-1040PA-3 sales and use tax · FebruaryPA-3 sales and use tax · JanuaryPA-3 sales and use tax · MarchPA-40
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Any due date31 Jan 202620 Feb 202620 Mar 202615 Apr 202620 Apr 202630 Apr 202615 May 202615 Jun 202631 Jul 202630 Sept 202615 Oct 202616 Nov 2026

14 filings · 11 open · 0 late · 2 extended

AUP report to the diocese

1
AUP report to the diocese

FY2025 agreed-upon procedures

Wexford Diocese Schools·Diocese of Wexford·15 Jun 2026·Cannot be extended·Open

Data Collection Form SF-SAC

1

Form 1040

1
Form 1040

2025 individual return

Marisol and Dean Hartley·Internal Revenue Service·15 Oct 2026·1 of 1 used·Open

Form 1099-NEC

1
Form 1099-NEC

Q1 2026 close and filings

Rowan Street Bakery·Internal Revenue Service·31 Jan 2026·Cannot be extended·Filed 29 Jan

Form 5500

1
Form 5500

FY2025 401(k) plan audit

Brighton Dental Partners·Department of Labor·31 Jul 2026·Not extended · 1 available·Open

Form 8955-SSA

1
Form 8955-SSA

FY2025 401(k) plan audit

Brighton Dental Partners·Internal Revenue Service·31 Jul 2026·Not extended · 1 available·Open

Form 941

1
Form 941

Q1 2026 close and filings

Rowan Street Bakery·Internal Revenue Service·30 Apr 2026·Cannot be extended·Open

Form 990

1
Form 990

FY2025 school audit

Trellis Academy·Internal Revenue Service·15 May 2026·Not extended · 1 available·Open

Form 990-PF

1
Form 990-PF

FY2025 foundation audit

Beckett Family Foundation·Internal Revenue Service·15 May 2026·Not extended · 1 available·Open

NJ-1040

1
NJ-1040

2025 individual return

Marisol and Dean Hartley·New Jersey Division of Taxation·15 Apr 2026·Not extended · 1 available·Open

PA-3 sales and use tax · February

1

PA-3 sales and use tax · January

1

PA-3 sales and use tax · March

1

PA-40

1
PA-40

2025 individual return

Marisol and Dean Hartley·Pennsylvania Department of Revenue·15 Oct 2026·1 of 1 used·Open