Prior-return copy request checklist

By Jacquelyn Kalish, CPA

Use this to describe the copy you need. The office must verify the requester and authority before releasing any return. No public upload of identification is requested.

How to use

Check your portal for a copy already shared. If you cannot find it, send the request through Canopy or call the office. Never put a return in the contact form.

Download Prior-return copy request checklist (PDF)Client Portal

Information to have ready

  • Tax year(s) requested
  • Federal / state(s) / return type
  • Purpose (brief, optional)
  • Copy needed by (request only; not a promised delivery date)

Records or task checklist

  • Portal checked for a copy already available
  • Specific return years and jurisdictions identified
  • Complete copy or selected schedules specified
  • Request for a firm copy versus an agency transcript clarified
  • Secure delivery requested through Canopy

An agency transcript is not the same as a full copy of a prepared return. Ask the team which record fits your need; availability must be checked.

Related resources

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