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Tax season timeline: when to send us your documents
Start organizing tax records before forms arrive, track missing and corrected documents, and send a clearly labeled package through the Canopy client portal. Tell the firm what is still outstanding rather than assuming an upload is complete or automatically requests an extension.
Why clean books save you money at tax time
Clean books mean consistently recorded transactions, reconciled accounts, supporting records and explanations of unusual items. They can reduce confusion and repeated work at tax time, but do not guarantee a smaller tax bill.
Tax checklist: what to bring to your tax appointment
Gather personal and household changes, income records, deduction support, estimated-payment confirmations and complete tax-agency notices before your tax appointment. Upload tax documents through the Canopy client portal, not ordinary email or the contact form.