Stage 2: Awaiting documents
Why work waits at this stage, how to see what is outstanding, and the fastest way to move forward.
Tax season · Version 2 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
What this stage means
Work is waiting on something from you. Preparation cannot responsibly begin until the key documents are in.
How to see what is missing
Your secure portal shows the outstanding items for your engagement. Look there first.
The fastest way to move forward
- Send what you have now. Do not wait to assemble everything.
- Send each document through the portal, not by text message.
- Check the tax year on every file.
- If something does not exist, tell your preparer. A short note saves a long back-and-forth.
What is not a reason to wait
You do not need a perfect folder. A missing form can be handled once your preparer knows about it.
What happens next
When the key items arrive, the work moves to preparation. Your preparer may still ask for small items later.