Lesson 4: Read your document checklist
How to use the checklist your preparer sends so each item gets sent once and sent right.
Lesson · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
What the checklist is
A list of documents and answers your preparer needs for your engagement.
Three kinds of items
- Documents to send.
- Questions to answer.
- Items to confirm.
How to work it
- Start with the items marked required.
- Send documents as you find them.
- If an item does not apply, say so in the portal.
What not to do
- Do not leave an item blank without a note.
- Do not send documents by text or email.
Next
Lesson 5 covers what to keep after you file.