I’ve Reviewed My Draft. Now What?
Once you’ve reviewed your draft tax return, here’s what to do next:
- Have questions or need clarification?
Email your accountant directly with any questions or changes. They’ll review and make any necessary updates. - Ready to file?
Simply confirm your approval by replying to your accountant’s email. Once you’ve given the go-ahead, your accountant will:- Finalize the return
- E-file it with the IRS (if eligible), or
- Provide a paper version with instructions if e-filing isn’t possible
If anything is unclear, your accountant is here to help ensure everything is accurate before submission.
Last updated on May 26, 2025
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