Missing-documents response checklist

By Jacquelyn Kalish, CPA

Use this with your organizer or the office's request list, not instead of the organizer. List only the items the team asked you to provide.

How to use

For each item, mark Sent, Still coming or Does not apply. If you are unsure, leave the status blank and add a question. Upload this checklist and the records through Canopy.

Download Missing-documents response checklist (PDF)Client Portal

Information to have ready

  • Organizer or request-list date (if known)
  • Date records were uploaded (if already sent)

Records or task checklist

List each requested item and mark Sent, Still coming or Does not apply.

For items still coming, note the expected arrival if known. Sending a file does not confirm that the office received or checked it.

Related resources

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