Lesson 2: The tax-year timeline
A map of the year from collecting documents to filing, and where each stage fits.
Lesson · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
The shape of the year
Documents arrive in early months. Preparation happens as they come in. Filing follows review and your approval.
The stages
- Onboarding
- Awaiting documents
- Preparation
- Review
- Signature
- Transmission and acceptance
What moves it along
Your documents are the biggest driver. Early, complete uploads keep work moving.
What slows it down
- Missing items
- A wrong year on a document
- A question that goes unanswered
Check dates
Deadlines can change. Ask your preparer for the current ones.
Next
Lesson 3 is about getting organized in thirty minutes.