Resource Center

Financial Corner


Standard Bylaws

Standard Bylaws

Have you completed your annual report?

Without the Annual Report, our Certified Public Accountant cannot complete Labor Department form or IRS Form 990.

Local Union Annual Financial Report form for 2016 (Excel)
Federal Per Diem Rates

Local Union Fiscal Year Preparation

Fiscal Year Annual Reporting - Timeline for 2017

Department of Labor - Requirements

Retention of Union Records
General Reporting Requirements
Completed Audit Report (Excel)


Your Annual Financial Schedule:

January 1

• Start new payroll year
• Complete all payroll returns for 4th quarter Form 941
• Complete all payroll returns for previous year
• Prepare W-2/1099-MISC forms
Social Security Administration
IRS


January 15

• Sign and mail payroll reports and 940 forms to various government agencies


January 31

• Deadline for employees/recipients to get 1099's and W-2's
• Deadline for DOL Labor Management Forms (LM's)


February 15

• Prepare W-3 and 1096 forms (transmittals for W-2's and 1099's)
• Deadline for W-3/1096 (transmittals with W-2's and 1099's) filing
Form W-3
Form 1096
IRS home page


March 15

• Deadline for 990 filing


March 31

• Total 1st quarter payroll earnings


April 1

• Start new payroll quarter
• Complete all payroll returns for 1st quarter earnings
• Sign and mail payroll returns to various government agencies


June 30

• Total 2nd quarter payroll earnings


July 1

• Start new payroll quarter
• Complete all payroll returns for 2nd quarter earnings
• Sign and mail payroll returns to various government agencies


September 30

• Total 3rd quarter payroll earnings


October 1

• Start new payroll quarter
• Complete all payroll returns for 3rd quarter earnings
• Sign and mail payroll returns to various government agencies


November 1

• Total all ledgers, etc. for fiscal year ending October 31
• Complete annual report sheets sent by Int'l and return to Int'l asap
• LM & 990 reports will be returned when complete for signature and mailing
Order W-2/1099-Misc forms, 1096/W-3 forms


December 31

• Total payroll for 4th quarter and calendar year