What changed this year?
A companion to your organizer. Flag changes so the preparer can ask for the right records. No tax conclusion follows from a checked box.
How to use
Mark Applies, No change or Discuss. Give a brief description and dates in the notes; send supporting records through Canopy, not email.
Download What changed this year? (PDF)Client Portal
Information to have ready
- Year or period covered
Records or task checklist
- Household or dependent situation
- Residence, move or work location
- New job, business or other income source
- Retirement, distributions or contributions
- Inheritance, gifts or assets received
- Property bought, sold or rented
- Investment activity or ownership changes
- Other major change or upcoming decision
Use general descriptions here. Do not enter Social Security numbers or account numbers. Ask the team which supporting records apply.
Related resources
General information only; not tax, legal or financial advice. Contact the team about your situation.