The Stessa Tax Center
Essential resources to tame the chaos of tax season
once and for all.
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Step 1
Sign up or log in to Stessa
The 2023 Tax Guide and other helpful tax prep materials are available within the Resources section of your Stessa account.
Step 2
Aggregate your transactions
Refresh your transaction links; fill gaps with CSV or QIF files; scan receipts with the Stessa iOS or Android mobile app.
Step 3
Get your tax package
Your personalized Stessa Tax Package includes an income statement, net cash flow report, and a ZIP file with receipts for backup.
Deadlines
2024 Tax Deadlines
Annual
Return Type | Deadline |
---|---|
Form 1099 | January 31, 2024 |
Partnership Form (1065) | March 15, 2024 |
Extension (1065) | September 16, 2024 |
Individual (1040) | April 15, 2024 |
Extension (1040) | October 15, 2024 |
Quarterly
Payment Period | Due Date |
---|---|
September to December (2023) | January 16, 2024 |
January to March | April 15, 2024 |
April to May | June 17, 2024 |
June to August | September 16, 2024 |
September to December | January 15, 2025 |
See how Stessa can make taxes a breeze
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All insurance products, sales and information are solely provided by Steadily. Steadily Insurance Agency, Inc is licensed in all 50 states and Washington, DC under the national producer number (NPN) 19627533. You can verify the individual license status for any state using Sircon and NIPR
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Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program here and a list of program banks here. Please contact customerservice@thread.bank with questions on the sweep program.
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