The most important tax-season date for your clients is March 22, 2027, the document-upload deadline. april sends deadline and extension messaging directly to filers, starting March 1 and continuing through the April 15, 2027 filing deadline. This calendar covers what clients receive, when outreach happens, and which actions matter most.
đ Most important client date: March 22, 2027. Clients should upload all required documents by this date. After March 22, 2027, filing by the April 15 deadline isn't guaranteed.
When does april start sending deadline reminders to clients?
april begins document-upload and filing-deadline messaging on March 1. Each message is tailored to the client's current return status.
March 1: Deadline outreach begins.
March 8: april sends the second message in the deadline sequence.
March 15: april sends the third message, one week before the document-upload deadline.
When do clients need to upload their documents?
Clients should upload all documents by March 22, 2027. After that date, april can't guarantee the return will be completed by the April 15, 2027 filing deadline.
What happens if a client misses the document-upload deadline?
Starting March 23, filers who haven't uploaded their documents by the deadline receive outreach with a recommended payment amount for their extension.
â ď¸ Filing an extension and paying an expected tax balance are separate actions. An extension provides more time to file, not more time to pay taxes owed.
When do client review calls pause and resume?
April 9 is the last day for client review calls before the filing deadline. Review calls and onboarding calls resume on April 19, 2027, when clients can begin scheduling post-deadline review calls.
What happens on the April 15 filing deadline?
On April 15, 2027, clients whose returns are ready proceed through review, signature, and filing. Extended filers continue beyond this date under their automatically filed extension.
How do automatic extensions work?
Every client who signs up and accepts the terms receives a $0 extension prepared on their behalf if needed.
The extension protects the filing deadline by giving the client additional time to submit the return.
The extension itself doesn't calculate or pay taxes owed.
Extension filing and extension payment are separate steps.
Clients who haven't uploaded documents by March 22, 2027 receive outreach with a recommended extension-payment amount.
What should advisors reinforce with clients?
Encourage clients to begin early rather than waiting for the statutory filing deadline.
Make the March 22, 2027 document-upload deadline the primary call to action, and remind clients that timely filing isn't guaranteed after this date.
Explain that an extension gives more time to file but doesn't extend the payment deadline.
Let clients know that april will send reminders tailored to their current filing status.
Set expectations that review-call availability pauses around the deadline period.
Quick-reference calendar for 2027
Date | Milestone | What clients should know |
March 1 | Outreach begins | Document and deadline messaging starts |
March 8 | First reminder | Second deadline-sequence send |
March 15 | Second reminder | One week remains before documents are due |
March 22 | Documents due | Timely filing isn't guaranteed after this date |
March 23 | Extension-payment outreach | Eligible filers receive a recommended payment amount |
April 9 | Review calls pause | Calls can be scheduled again beginning April 19 |
April 15 | Tax filing deadline | Extended filers continue under their extension |
April 19 | Calls resume | Post-deadline review call availability resumes |
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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