| due | what | why it matters | Source | Edition or date | Clause or page | Source text | Source status | Checked on | remind on | who | status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-11-01 | Verify formation, licensing, annual report and BOI applicability | Internal research target; not statutory due date | https://www.irs.gov/businesses/small-businesses-self-employed/starting-a-business | 2026-10-24 planning | Applicability review | Internal review target, not a legal deadline | to find | Not second-pass checked | 2026-10-30 | Alex Meadow | planned |
| 2026-11-15 | Map sales tax and nexus before pricing live sales | CPA verifies actual jurisdictions | State tax agency for chosen real business location | 2026-10-24 planning | Applicability review | Internal review target, not a legal deadline | to find | Not second-pass checked | 2026-10-30 | Alex Meadow | planned |
| 2026-12-01 | Insurance and recall readiness review | No outside use before insurance and safety review | Company risk register C1 | 2026-10-24 planning | Applicability review | Internal review target, not a legal deadline | to find | Not second-pass checked | 2026-10-30 | Alex Meadow | planned |
| 2027-01-15 | Confirm 2027 federal/state tax calendar | No invented tax deadline; CPA supplies actual dates | IRS tax calendar for actual entity and tax year | 2026-10-24 planning | Applicability review | Internal review target, not a legal deadline | to find | Not second-pass checked | 2026-10-30 | Alex Meadow | planned |
| 2027-01-31 | Budget and record retention review | Internal stage decision only | Business plan C1 | 2026-10-24 planning | Applicability review | Internal review target, not a legal deadline | to find | Not second-pass checked | 2026-10-30 | Alex Meadow | planned |
Sample — fictitious company. All numbers and people are invented scenario assumptions. This is draft concept paperwork; no physical testing, customer evidence, certification, filing or sign-off has occurred.