When Should I Upload My Documents to Ensure an On-Time Tax Return?
To give your accountant sufficient time to prepare an accurate return, upload all required documents at least 14 days before the filing deadline you intend to meet:
| Filing deadline | Recommended upload date | Notes |
|---|---|---|
| April 15 (standard U.S. deadline) | By April 1 | Applies if you reside in the United States. |
| June 15 (automatic extension for expats) | By June 1 | Automatic two-month extension for Americans living abroad. |
| October 15 (if you request a further extension, Form 4868) | By October 1 | Your accountant can file Form 4868 on your behalf if needed. |
Why 14 days?
- Allows your accountant time to review documents, clarify questions, and claim all eligible exclusions and credits.
- Ensures any e-filing or paper-filing issues can be resolved before the IRS cutoff dates.
If you’re catching up on multiple years or filing under the Streamlined Filing Compliance Procedures, earlier uploads are strongly recommended.
Need a refresher on key expat deadlines?
See our Expat Tax Deadlines Guide
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Last updated on May 26, 2025
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