Quarterly Planning Q2 2026

Planning Timeline 

1. Run all Refreshes prior to pulling the expected tax return checklist
2. What day are we running the final report to combine? – Thurs, July 2? - Sara will combine?
3. Schedule
   1.  Week 1 (7/1 - 7/3) - Creation of Master Spreadsheet Q2. Report Monthly Filings. Quarter End Refresh – Start state filing with all paper returns and early filing due dates. Printing in office.
   2. Week 2 & 3 – (7/6 - 7/17) - Submit 941s & e-files
   3. Week 4 & 5 – (7/20 - 7/31) - Complete any remaining filings. Start reviews and filing confirmation checks.
4. All Confirmation pages – SharePoint - Littleton - Documents - Q2 2026 - All Documents 

Early Due Dates

1. States with 15th deadline: 

   1. Hawaii WH 
   2. Louisianna WH
2. States with 20th deadline  
   1. Oklahoma WH
3. States with 25th deadline (25th on Saturday, deadline moves to 27th)  
   1. Michigan UI 
   2. Vermont WH 
4. States with 30th deadline:
   1. New Jersey 
   2. Pennsylvania Locals 

2026 Paper Filings 

• DC PMFL – Included in DC UI
• DE UI & WH
• NE WH
• NH SUI
• NV MBT – Can send paper, need to setup e-file
• PR UI – File online individual
• RI SUI
• SC WH - Manual
• SD UI
• VI WH + UI – Rosa prints and sends

 Direct Transmission - Update  

1. Indiana WH – File needs to be a certain size – We will not be big enough to get this setup
2. Kentucky WH – Not ready – Dev working on
3. KY WH - Get setup with e-File based on this: (Check with Carol to see if this is ready yet)https://learning.myisolved.com/library/documents/5543
4. MA Unemployment – Get setup with e-File based on what Carol sent. (Need Certificate/Keys)
5. MA WH – Not Ready – Dev working on it
6. MS UI - Not started
7. MS WH – M – Follow up with Maurice Gibson Maurice.Gibson@dor.ms.gov in September to get started testing with MS E-file. See email under Mississippi from 6/18/25. - In progress
8. Iowa UI – In progress