When some documents are not ready, tell the office what is available and what is missing. An extension handoff checklist organizes that conversation; it does not request or file anything with an agency by itself.
Contact the team directly
Ask the office to check the next step for the tax year and return involved. Do not rely on a general document upload as an extension request. If there is a date concern, say so directly and call rather than assuming the upload will be seen in time.
Send a clear partial package
Upload available income records and organizer responses through Canopy. Identify missing documents and expected arrival dates if known. Include records of payments already made and flag significant changes, unusual transactions or relevant agency letters. The preparer decides what further information is needed.
Confirm the actual status
Ask whether the team has agreed to handle the matter and what confirmation you should expect. A request, an action taken by staff and an agency acknowledgment are different stages. Do not assume the final stage from the first.
An extension generally concerns time to file, not time to pay. Ask the preparer to check your facts rather than using a generic checklist to decide a payment amount or deadline. The existing document timeline and estimated-tax article provide background; neither replaces your case-specific check.
Download the companion checklist
Download: Extension: what to send (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
What should I send if my documents are not ready?
Send available records, a list of missing items and payment records through Canopy, and contact the team directly about an extension check.
Does uploading the extension checklist mean an extension was filed?
No. Ask the team to confirm the agreed action and actual status. An extension generally concerns time to file, not time to pay.
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.