A corrected statement can arrive while a return is being prepared or after it was filed. The important first step is to make the new version unmistakable, not to decide on your own that the return must change.
Keep both versions identifiable
Upload the complete corrected document through Canopy and label it CORRECTED. Identify the issuer, document type and tax year without putting account numbers in a file name. Keep the earlier version and tell the team which file the new one replaces. Include an issuer explanation if one came with it.
Tell the team where things stand
Use the checklist to note whether the return is in progress, filed or you are unsure. Say when the corrected document arrived and whether an earlier copy was already sent. If the agency has also sent a letter, upload that separately with the notice checklist.
Leave the decision with the preparer
Do not delete the earlier file, change a submitted return yourself or assume an amended return is required. The preparer needs to compare the records and the return before deciding the next step. Ask the team to confirm receipt and whether anything else is needed.
See the existing tax-season document timeline for general handoff context. The corrected-document sheet supplements that guidance; it does not establish filing status, acceptance or a required adjustment.
Download the companion checklist
Download: Corrected tax document checklist (PDF). Fill it in digitally or print it, then upload any completed sheet and records through Canopy. The download supplements, rather than replaces, the current organizer or preparer request.
Frequently asked questions
How should I send a corrected tax document?
Upload the complete corrected version through Canopy, label it CORRECTED and identify the earlier document it replaces. Keep both copies and tell the team the return status if known.
Does every corrected form require an amended return?
Do not assume that it does. The preparer must compare the corrected document and the return before deciding the next step.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal.
Corrected tax document checklist