A signature task is one step in the return process, not a filing-status report. It is worth checking exactly what you are signing and asking the office when you need confirmation of the next stage.
Check the requested document
Sign in to Canopy from the firm's Client Portal. Check the document and the instructions the team sent. If a name, tax year, amount or document is unfamiliar, stop and ask before signing. Never send a password or verification code so someone else can complete the task for you.
Complete every requested step
Follow the task shown in your portal. If another signer has a separate task, do not assume your action completes theirs. If you cannot tell whether the task finished, ask the team to check rather than repeatedly submitting or assuming it is done.
Ask about the actual filing status
Signing does not mean that a return was transmitted, and transmission does not by itself establish agency acceptance. The team must check the relevant status before telling you what happened. If you need a record of filing or acceptance, ask the office which confirmation is available.
Send later information separately
If a corrected document or other new information arrives after you sign, upload it securely and tell the team promptly. Do not assume the signature process incorporated a later upload. The preparer decides whether it changes the next step.
For related help, see Canopy tasks and the existing document timeline. No exact filing or completion time is promised in this guide.
Frequently asked questions
I signed the document. Has my return been filed?
Not necessarily. Signing, transmission and agency acceptance are separate stages. Ask the office to check the actual status and available confirmation.
What if a signature task looks wrong or incomplete?
Stop and call the office. Do not guess, share a password or assume another signer's task is complete.
For secure task help, use the Canopy help card.
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.