2025 Tax Estimations & Balancing Instructions & Deadlines

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PLEASE BE ADVISED: 

Instructions for Tax Estimations and Balancing for the 2025 tax year are available. FLEX Academy courses have not been updated at this time, however, documentation is available below.

2025 Tax Estimation Instructions

2025 Tax Balancing Instructions

All FLEX users must complete the Tax Estimation process, whether opting for FLEX reporting services or choosing an alternate method.

FLEX Tax Estimations must be completed by

Monday, November 17, 2025 (5:00 PM MST)

Tax Balancing does not have to wait until End of Year (EOY) has been processed. FLEX strongly encourages this process to begin as soon as possible. For credit unions that have chosen to include Tax Forms 1098 and 1099-INT on member year-end statements, this information must be balanced before EOY processing.

FLEX Tax Reporting must be completed by

Monday, January 12, 2026 (5:00 PM MST)

If utilizing a third-party service, contact accordingly for deadlines.

Questions relating to the Tax Estimation or Tax Balancing processes can be directed to the FLEX Tax Support Team.