May is Global Employee Health and Fitness Month.
| May 5 | Cinco De Mayo |
| May 6-12 | Nurses Week |
| May 6-10 | Teacher Appreciation Week |
| May 12 | Mother’s Day |
| May 12-18 | National Women’s Health Week |
| May 15 | Form 990 is due |
| May 17 | Bike to Work Day |
| May 27 | Memorial Day |
March is National Women’s History and National Ethics Awareness Month.
| March 1 | HIPAA Breach Notification
Forms 1095-B and 1095-C are due to be furnished to recipients Creditable Coverage Disclosure due to CMS (Centers for Medicare and Medicaid Services) |
| March 10 | Daylight Saving Time Begins |
| March 14 | Pi Day |
| March 15 | S Corp (Form 1120-S) and Partnership (Form 1065) Tax Returns due |
| March 17 | St. Patrick’s Day |
| March 19 – April 8 | March Madness |
| March 19 | First Day of Spring |
| March 31 | Easter
Q1 ends Form 1099-MISC due if reporting NEC in box 7 Deadline to file Form 1099s electronically |
April is National Humor Month.
| April 1 | Forms 1094-C/1095-C e-filing deadline |
| April 1 | April Fool’s Day |
| April 2 | Autism Awareness Day |
| April 15 | Tax Day
Form 8928 due Form 7004 due |
| April 22 | Earth Day |
| April 24 | Administrative Professionals Day |
| April 25 | World Penguin Day |
| April 30 | Quarterly Forms 720 and 941 due |
February is Black History Month.
Request a new Form W-4 from any employee who claimed an exemption from income tax withholding last year and wants to claim the exemption again for 2023. If the employee doesn’t give you a new Form W-4, withhold tax as if the employee is single or married and filing separately without any allowances.
| February 1 | OSHA Form 300A must be posted in visible areas from Feb 1- April 30 |
| February 2 | Groundhog Day |
| February 2 | Wear Red Day |
| February 10 | Form 940 is due (if FUTA taxes were paid when due) |
| February 13 | Mardi Gras |
| February 14 | Valentine’s Day |
| February 19 | Presidents’ Day |
| February 28 | Forms 1094-C, 1095-B and 1095-C, 1099-MISC without NEC to IRC are due (if paper filing) |
| February 28 | Form 8809 Paper Filing Deadline (Request an extension of the due date to file federal tax forms, including the W-2, W-2G, 1042-S, and 1094-C.) |
| February 29 | Creditable Coverage Disclosure to CMS (for calendar year plans): Entities that provide prescription drug coverage for self-administered drugs to Medicare Part D eligible individuals must report to CMS whether the coverage is “creditable prescription drug coverage.” The disclosure is required regardless of whether the entity’s coverage is primary or secondary to Medicare. |
January is Be Kind to Food Servers Month, National Blood Donor Month, and National Mentoring Month.
| January 1 | New Year’s Day |
| January 3 | Drinking Straw Day |
| January 7-13 | Thank Your Customers Week |
| January 13 | Rubber Duckie Day |
| January 15 | Martin Luther King, Jr. Day |
| January 21-27 | Hunt for Happiness Week |
| January 25 | Intravenous Nurse Day |
| January 26 | Activity Professionals Day |
| January 28 | Data Privacy Day |
| January 29 | *Puzzle Day |
| January 31 | Form W-2 is due to be e-filed, paper-filed, and furnished to recipients.
Multiple 1099 forms are due Quarterly Forms 720 and 941 are due Annual Form 940 is due (if quarterly FUTA taxes were not paid when due) Distribute 1095-B & 1095-C Forms to employees |
December is Safe Toys and Gifts Month.
FSA Reminder – Remind employees to submit FSA receipts before EOY
W-2 Employee information -Make sure employee information is up to date
| December 4 | *National Cookie Day |
| December 7-15 | Hanukkah |
| December 21 | Winter Solstice |
| December 25 | Christmas |
| December 26 | National Thank You Note Day |
| December 26-January | Kwanzaa |
| December 29 | Nondiscrimination testing, 401K plans, 125 Premium Only Plans (POP), and flexible spending account (FSA) nondiscrimination testing (if on calendar plan year |
| December 29 | Review employee handbooks, distribute 2024 calendar
As a general rule of thumb, December is a great time to review annual documents to be sent to employees, like handbooks and updated workplace policies, and distribute the holiday calendar for the next year |
| December 31 | New Year’s Eve |
| December 31 | End of Q4 |
November is American Diabetes Month, Lung Cancer Awareness Month, and Movember (Men’s Health Awareness).
FSA Reminder – Remind employees to submit FSA receipts before EOY
W-2 Employee information -Make sure employee information is up to date
| November 1 | Remind employees to submit FSA Receipts before end of year |
| November 2 | Dia de los Muertos |
| November 5 | Daylight Saving Time Ends |
| November 10 | Veterans Day (observed) |
| November 11 | Veterans Day |
| November 13 | World Kindness Day |
| November 23 | Thanksgiving |
| November 25 | Small Business Saturday |
October is National Disability Employment Awareness Month.
| October 2-6 | Customer Service Week |
| October 3 | ICHRA Notice Deadline (for QSEHRAs that begin January 1, 2023)
RDS Application Due to CMS (for plan years beginning January 1, 2023) |
| October 4 | Improve Your Office Day |
| October 6-12 | National Physician Assistant Week (PA Week) |
| October 6 | World Smile Day |
| October 9 | Indigenous peoples’ Day |
| October 13 | Medicare Part D Notice of Creditable Coverage Delivery to Plan Participants |
| October 16 | National Boss’s Day
*World Food Day (Check out our socials!) |
| October 23-31 | Red Ribbon Week |
| October 28 | National First Responders Day |
| October 31 | Form 941 Due
Halloween |
September is Friendship Month and Football Season Starts!
Also, it is a good time to encourage flu shots and seasonal vaccinations.
PTO Check – Remind employees to check PTO balances before Q4
Watch for MLR rebates (fully insured health plans only)
| September 4 | Labor Day |
| September 4-9 | National Payroll Week |
| September 16-October 3 | Oktoberfest |
| September 23 | First Day of Fall |
| September 26 | HR Professionals Day |
| September 29 | SAR -Furnish to covered participants for calendar year plans deadline for 2022 |
| September 30 | Summary Annual Report |
| September 30 | End of Q3 |
August CALENDAR
| August 9 | Book Lovers Day |
| August 20 | Senior Citizens Day |
| August 26 | Women’s Equality Day |
| August 30 | Lend a Hand Wednesday |
| August 30 | I-9 forms for all employees updated |
DHS Ends Form I-9 Requirement Flexibility
COVID-19 temporary flexibilities for Form I-9, Employment Eligibility Verification, ended on July 31, 2023.
U.S. Immigration and Customs Enforcement (ICE) also announced that employers must complete in-person physical inspection of identity and employment authorization documents for employees whose documents were inspected remotely (or virtually) during the temporary COVID-19 flexibilities program (from March 20, 2020-July 31, 2023) by August 30, 2023.
Employers need to annotate the Form I-9 for this population. Note, this will take significant efforts to update and/or correct your Form I-9 by the deadline. Failure to complete these actions could result in significant monetary and other penalties.
Additionally, if remote employees’ documents cannot be viewed in person, the employer must be enrolled in E-Verify. Please review and include important content from https://www.uscis.gov/newsroom/alerts/uscis-to-publish-revised-form-i-9.
Click here for the Expanded Best Practices Checklist.
Keep watching for the release of a new version of the Form I-9, release date currently unknown.
See USCIS’s I-9 Central Questions and Answers for more information. However,, scores of potential questions could emerge based on your unique circumstances, feel free to reach out to us for guidance.
If you have questions about the details of this, please reach out to us here for clarification.
