Daily reminder of upcoming tax and compliance filing deadlines from a firm-maintained Sheet. Reminds at 30/14/7/3/1-day windows and flags anything already past due. Does NOT calculate due dates from tax rules - the firm enters the dates.

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

Filing Deadline Watcher

Daily reminder before a client filing comes due.

What it does

Reads your FilingDeadlines Google Sheet, sorts open filings into 30/14/7/3/1-day windows, flags anything already past due, and sends one digest to the tax manager each morning.

Handles extensions: a row marked extended is measured against extended_due_date once you enter one, and against the original due_date until then.

What it does NOT do

It does not calculate due dates. Filing dates are not a formula:

They shift when the due date lands on a weekend or federal holiday.
They differ by entity type, jurisdiction and election (1120 vs 1120-S vs 1065 vs 1041).
Florida DR-15 is monthly or quarterly depending on the client's assigned frequency.
IRS disaster relief moves whole counties' deadlines with weeks of notice — Florida firms hit this most years.

You enter the date your firm already determined. This reminds you of it. Calculating deadlines from rules is the version that quietly gets a client penalised, so it is deliberately out of scope. Keep using your tax software's calendar for the math and this for the reminder.

Every digest carries the line "This is a reminder, NOT tax advice." Keep it.

Setup

1. Google Sheet

Tab FilingDeadlines with this header:

client_id	client_name	entity_type	jurisdiction	form	period	due_date	extended_due_date	status	assigned_to	notes

status values: open | extended | filed | na
Only open and extended rows are alerted on
Dates in YYYY-MM-DD. A row with an unparseable date is skipped rather than guessed at

2. Credential + contact

Replace the placeholders: - <<GOOGLE_WORKSPACE_CREDENTIAL>> — a Google Workspace credential with Sheets read scope - <<FILING_DEADLINES_SHEET_ID>> — the sheet ID from its URL - <<TAX_MANAGER_PUBLISHER>> — who gets the digest

3. Schedule

Daily, early. 6:00 AM means the partner sees a missed DR-15 before the client does.

Customization

Windows. WINDOWS in the compose task. Firms in season often add a 60-day window.
Per-preparer digests. Column J (assigned_to) is already read and printed. To send each preparer only their own rows, filter on it in compose and run the workflow once per preparer.
Second channel. The send task uses whatever channels the contact has configured — SMS for a same-day deadline is a reasonable escalation.

Source

workflow.iml