Mar
With tax season in full swing, we want to make submitting your documents as seamless as possible. Here are some key tips and best practices for sending us your tax information:
1. Submit Everything You Have Available
Minimizing back-and-forth communication helps us process your return more efficiently. Before sending documents, check to make sure you have all necessary forms, receipts, and statements ready to go. But it’s also OK if you’re missing something. Send us everything you have available two weeks before your appointment and we’ll make note of anything that is still waiting to come in.
2. Use the Canopy Client Portal App
We strongly encourage clients to use the Canopy Client Portal App for scanning and uploading tax documents. This ensures secure and high-quality document submissions.
How to Upload via the Canopy App:
- Log into the Canopy App.
- Select Files > Add a File.
- Choose Scan with Camera to capture documents clearly.
- Upload the scanned files securely.
For detailed instructions, visit: Canopy App Guide
3. Review Last Year’s Support Documents
Each year, we compile all the documents used to prepare your return into a Support Docs file, available in your client portal. Reviewing this file can help ensure you’re not missing anything crucial for this year’s filing.
By following these steps, you help us provide faster and more accurate tax preparation services. If you have any questions, feel free to reach out!
