Lesson 5: After you file
What to keep, what to watch for and how to prepare for next year.
Lesson · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
Keep a copy
Keep your signed return and the documents behind it. Ask your preparer how long to hold on to them.
Watch for mail
If a tax letter arrives, send it to your preparer through the portal. See the guide on notices.
Know the statuses
Accepted means the return passed intake. It does not promise a refund date.
Start next year early
Keep a folder for the new year now. Drop documents in as they arrive.
Next
Lesson 6 is about bookkeeping habits.