Show your preparer what changed after the return was filed
You find an account that was left out, a payment was counted twice, or a corrected document arrives after filing. Before replacing the old totals, preserve the records used for the filed return and explain the new information separately.
Arkrel can help you organize the statement activity for your preparer's review. Start with one statement free, review its merchants and preview My year. No card needed. Your preparer can then assess what the new evidence means for the return already filed.
Keep the filed version intact
Save the filed return, the business schedules, the report or workpapers used to prepare them and any filing confirmation you have. If the return was previously amended or adjusted, include that history too. Label each copy with the tax year and its version or date in your own filing system.
Keep new records in a clearly identified review set. That preserves the answer to two different questions: what information supported the filing, and what information has become available since then? Avoid overwriting the only copy of an earlier report.
Make a change list before rebuilding totals
For each issue, note the affected tax year, account or document, what was originally included, what appears different and the supporting reference. Distinguish a missing transaction from a duplicate, a changed description or a corrected third-party form.
Use a short explanation such as an omitted card statement for a specific month. Do not list full account credentials or other unnecessary sensitive details. A concise reference lets your preparer locate the evidence and decide what further review is needed.
Compare the source records before comparing reports
Check the statement period and account identity for each newly found document. Determine whether an existing file already covers the same activity. Keep corrected forms with the originals and explain which one supersedes the other.
If one amount appears in a statement, a payment-provider report and a customer invoice, those may be different records of the same event. Give your preparer the linked references instead of treating each document as a separate receipt. They can then decide how to reconcile the evidence to the filed figures.
Review the affected year in Arkrel
Use a representative statement to assess Arkrel's merchant review. Agree the complete source set with your preparer before relying on a rebuilt year, particularly when some activity was already processed elsewhere. Keep the change list alongside the statement work.
Free includes one statement upload, merchant review and a My year preview. Full tax reports, downloads, exports and accountant sharing require a paid plan. The paid report includes a profit and loss summary, Schedule C totals and likely deductions for review.
Catch-Up is $499 one time per purchased tax year, with a 30-day money-back guarantee. Select the year that needs review. Autopilot is $49 per month with a 14-day free trial and covers the current calendar year only. See Arkrel pricing before choosing a plan for historical records.
Give the filing decision to the preparer with a clear comparison
Provide the original or previously adjusted figures, the new evidence and the revised preparation records. Ask your preparer to explain each material difference and whether an amended return or another response is needed. Keep the agreed explanation with the final version they use.
The IRS amended return guidance explains when a correction may require an amended return and when the IRS may handle an issue itself. Follow your preparer's instructions for your facts and the applicable timing. A newly prepared business report does not by itself change a return already filed.
The accountant document checklist covers the wider handoff. Use the Schedule C preparation guide for understanding how statement records support the business totals your preparer reviews.
Questions about records found after filing
Does every new document mean I need an amended return?
Ask your preparer to assess whether it changes the filed information and what response applies. Keep the new evidence and the filed version available for that review.
What if I have already amended the same year once?
Include the prior amendment and any known IRS adjustment with the original return. Your preparer needs the full version history before evaluating another change.
Should I replace the original report with the new one?
Keep dated copies of both in your own files and record why they differ. Preserve the version used for each filing or review.
Will generating an Arkrel report amend my tax return?
Your preparer or tax-filing process handles any amendment. Arkrel provides statement review and a paid business report to use in that preparation.
Can I review an old year through Autopilot?
Autopilot covers the current calendar year only. Catch-Up applies to the tax year you purchase. You can try one statement free before choosing a paid plan.
Start with the statement connected to the change you want your preparer to review.