Corrected tax document checklist

By Jacquelyn Kalish, CPA

Help the preparer distinguish a corrected document from an earlier version. The preparer decides whether the return needs any change.

How to use

Label the new file CORRECTED and upload it through Canopy. Keep the earlier copy and identify which document is replaced; do not delete either version.

Download Corrected tax document checklist (PDF)Client Portal

Information to have ready

  • Tax year / document type
  • Issuer name (no identifiers)
  • Date corrected copy arrived
  • Return status, if known (not started / in progress / filed / unsure)

Records or task checklist

  • Complete corrected document, all pages
  • Earlier version, if available
  • Issuer explanation of the change, if available
  • Short description of what changed, if known
  • Prior submission to the office identified
  • Any related agency letter uploaded securely

Do not assume a corrected document requires an amended return, or that the office has already acted. Ask the team to confirm receipt and the next step.

Related resources

General information only; not tax, legal or financial advice. Contact the team about your situation.