A request is easier to handle when it identifies the exact return and purpose. Before requesting a new copy, check whether the needed return was already shared in your Canopy portal. Not every earlier return will necessarily be available there.
Describe the copy you need
List the year or years, federal or state jurisdiction and return type if known. Say whether you need a complete copy or particular schedules. A brief purpose can help the team understand the request. If you need it by a particular date, explain that need without assuming a delivery commitment.
Keep authority and delivery separate
The office must verify the requester and authority before releasing tax records. Do not send identification or a tax return in the website contact form. Use Canopy or call for the approved verification process. Do not assume a third party is authorized merely because they asked for a copy.
Clarify copy versus transcript
An agency transcript is not the same as a complete copy of a prepared return. If you are unsure which is needed, ask the team before requesting both. Availability, scope and any applicable fee must be confirmed rather than assumed.
The copy-request checklist collects only the request details. It does not authorize release, verify identity or promise a turnaround. Use Useful Links for official agency resources, and contact the office when a record requirement is unclear.
Download the companion checklist
Download: Prior-return copy request 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 do I request a copy of an earlier return?
Check your portal for a copy already shared. If it is not there, identify the year, jurisdiction and copy needed, then contact the office or use Canopy. The office must verify identity and authority before release.
Is a tax transcript the same as a full return copy?
No. Ask which record meets your need. The team must check what is available and confirm the request scope and secure delivery.
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.
Prior-return copy request checklist