Extension: what to send
This is a request for the team to check your next step. Completing or uploading it does not mean an extension was requested from an agency, filed or accepted.
How to use
Contact the office directly about an extension check. Send available records securely and identify what is missing. A staff member must confirm the next step.
Download Extension: what to send (PDF)Client Portal
Information to have ready
- Tax year / return type, if known
- Missing items and expected arrival (if known)
- Any date or notice you want the team to check
Records or task checklist
- Available income documents and organizer responses
- List of documents still outstanding
- Records of payments already made for the year
- Significant changes or unusual transactions identified
- Agency letters relevant to the return
- Questions about payment or filing sent to the team
An extension generally concerns time to file, not time to pay. Ask the preparer to check your facts; do not assume an upload changes any obligation.
Related resources
General information only; not tax, legal or financial advice. Contact the team about your situation.