Canopy Tax FAQs
Canopy Tax's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 109 most popular questions Canopy Tax receives.
Frequently Asked Questions About Canopy Tax
The Client Portal is used by tax pros to send key information to you, the client, and vice versa. This article will cover 2 sections:
Getting to Know the Client Portal
Filling Out the Client Survey
Getting to Know the Client Portal
Permissions and Licenses Required
Permissions: Access to the Client Portal
The Client Portal is generally used by practitioners and clients to send information back and forth in a convenient way that's available at all times. To get started, log in to the Client Portal.
The Home tab is the first screen to load in the Client Portal. Back to Top On this screen, you might see:
Your current Oustanding Balance, if there is one.
Any Requests sent by the practitioner.
Any Surveys needing to be completed.
Any Recently added files.
Click the Files tab.
Uploading a File
Click Upload.
Select the file on your computer you wish to upload.
The uploaded file will display on the Files screen.
Click Got it in the pop-up window to indicate you understand your practitioner might reorganize or rename this file.
Your practitioner will receive an email notifying them of your recent upload.
Click the Billing tab.
This tab is where you can access outstanding invoices, view payment history, and set up your preferred payment method.
Note: if your practitioner is not enrolled in Canopy Payments, this tab is for viewing invoices and payment history only.
If you do not have an outstanding balance, you may not see the option to add a payment.
Setting up a payment method
Click Make payment.
Fill out payment and billing information.
If needed, click the checkbox forSave credit card information for future payments.
When this box is clicked, you then have the option to make this your default payment method and give the account a nickname.
ClickContinue.
If the amount and date look correct, clickConfirm and pay.
Click the Requests tab.
Requests come from your practitioner. They may send a request to provide key information or fill out a form.
Completing a Client Request
Click any client requests on the Requests screen.
In the slide-in panel, review any notes or instructions attached by your practitioner.
Send a message to your practitioner by entering text in the Add a comment text field.
Click the Mark request as complete checkbox to let your practitioner know this request has been completed.
Your practitioner will receive a notification and review your completed request.
If your practitioner has sent you a request for your electronic signature, the experience will be similar to other requests.
Completing an eSign Request
You will receive an email alert when your practitioner sends you an eSign request. Depending on any customizations your practitioner has put into place, your Client Portal experience may vary.
Click the link provided in the email request.
Alternatively, navigate to the Client Portal URL.
If needed, navigate to the applicable eSign request.
In the slide-in panel to the right, click the [number of documents] Signed! button.
Click the My Signature field on the file preview screen.
Select a signature style in the pop-up window.
Check the checkbox underneath your signature.
This checkbox indicates that you are willing to be legally bound by the document you are signing electronically.
Click Add Signature.
Click Send.
Your practitioner will receive a notification once you send in your signature.
Click the Surveys tab.
Your practitioner may send you a Client Survey. Fill it out as accurately as you can.
Filling Out the Client Survey
Click Client Survey.
Click Go to Survey.
Enter applicable information in all the fields listed on the screen.
Click Next section.
Continue filling out fields in each section:
Personal profile
Personal assets
Income and expenses
Miscellaneous items
Click Submit to Practitioner.
If you have left any other sections blank, you will be prompted to finish them before submitting your survey.
If applicable, click skip these sections.
ThenYou're all done! screen will load once your survey has been spent.
View ArticleThis article will cover 4 sections and 1 subsection:
Connecting Your Email Account
Connecting a Yahoo Email Account
Setting Up a Shared Email Account
Disconnecting an Email Account
Connecting Your Email Account
Once you connect your email account with Canopy, the emails you have sent to, and received from a client will be visible to everyone who has access to that clients record. This client-specific, shared inbox experience provides you with a single location to view all email correspondence between your client and your practice. To get started, click the drop-down arrow in-line with your Canopy account name.
Click Account Settings. Back to Top
Click Email & Calendar.
ClickAccounts.
Click Add Account on the right side of the screen.
Select the option that best describes your email provider in the pop up window.
If you don't see your email provider listed, click theOther Providers box.
Click theProvider drop-down menu.
If your email provider is not listed in that drop-down menu, scroll to the bottom of the list and clickI don't see my provider.
If applicable, check the box in-line with each item you wish to sync with Canopy.
Calendar sync is only available for Gmail or Microsoft Exchange accounts.
Click Select.
Enter your login information for your email account.
Your email will take some time to connect to Canopy.
Depending on the email provider you select, your input options may vary.
If you have selectedI don't see my provider, you will be prompted to enter your IMAP and SMTP information.
For more information, refer to the troubleshooting tips available on the Email FAQ page.
If applicable, click Connect Account.
To assign Contact Types to your email contacts, click Next.
Scroll through your contacts and designate a Contact Type and an Entity Type for each email listed.
To prevent Canopy from importing the contact, leave the option set toIgnore.
When youre done, click Finish.
If you would rather assign a Contact Type and Entity Type later, click Save & Finish Later.
If you wish to manage the email contact import, click Manage Import in your Email Account Settings.
Importing Email Contacts
The email contact import can take up to 10 minutes. Feel free to work on something else, navigate to another area within Canopy, or even log out. Canopy will continue working on importing your contact list information in the background. Once you have imported your email contacts, Any emails sent to/received from that contact will be imported into Canopy. The Contact type can be changed from the contacts record after its been imported. Start this process by clicking the drop-down arrow in-line with your Canopy account name.
Click Account Settings.
Click Email & Calendar.
ClickAccounts.
Click Manage Contact Import.
Scroll through the emails listed or search for a specific contact in the Search for a contact bar.
Click to specify a Contact Type and Entity Type.
Click Ignore under Contact Type for any contact you do not wish to see in Canopy.
For multiple email addresses associated with one client
Click Client, Other, or Prospect for one of the email addresses.
Click Ignore for the rest of the email addresses associated with that contact.
Designating one email address for the contact will prevent importing duplicate emails.
Click Finish to begin importing emails.
If you wish to import only some of the emails in your contact list and return to the rest later, click Save & Finish Later.
The pop up window will close.
A notification will pop up letting you know your changes have been saved.
Authorizing Canopy in your Yahoo Account Settings
Currently, Yahoo Mail API/IMAP service recommends third-party applications like Canopy to use their OAuth-2.0 authentication flow to access a Yahoo Mail account. Unlike other email providers like Gmail and Outlook 365 who make their OAuth-2.0 authentication flow public, Yahoo has an internal review process it must perform before it allows third-party applications to access its OAuth-2.0 APIs. To get started, log into your Yahoo email account.
Click Account Info.
Click Account Security.
Toggle the Allow apps that use less secure sign in switch.
You may need to click through a reCaptcha window in order to authorize this change.
Once this toggle switch has changed color, you will be able to link your Yahoo email account in Canopy.
Back to Top
Setting Up a Shared Email Account
Every team member is able to create and send an email, reply to a message, or remove a message that was sent to a shared account. Sharing an email account is limited to Canopy. Your team members will not be able to log into the email account anywhere but within Canopy. In order to change the settings of a shared email account, you must be the user who initially connected the account to Canopy. Other users will not be able to disconnect or edit the shared account. Start this process by clicking the drop-down arrow in-line with your Canopy username.
Click Account Settings.
Click Email & Calendar.
ClickAccounts.
Select an email account.
Check the Share this Account checkbox.
By checking this box, you will be allowing your team members to send and reply to emails from the specified email address.
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Disconnecting an Email Account
Every team member is able to create and send an email, reply to a message, or remove a message that was sent to a shared account. Sharing an email account is limited to Canopy. Your team members will not be able to log into the email account anywhere but within Canopy. In order to change the settings of a shared email account, you must be the user who initially connected the account to Canopy. Other users will not be able to disconnect or edit the shared account. To get started, click the drop-down arrow in-line with your Canopy username.
Click Account Settings.
Click Email & Calendar.
ClickAccounts.
Select an email account.
Check the Share this Account checkbox.
By checking this box, you will be allowing your team members to send and reply to emails from the specified email address.
View ArticleThe Client Portal is used by tax pros to send key information to you, the client, and vice versa. This article will cover 2 sections:
Logging in to the Client Portal
Updating Your Account Information
Logging in to the Client Portal
Permissions and Licenses Required
Permissions: Email invite to Canopy
Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL.
Navigate to the Client Portal.
Logging in for the First Time
In order to log in to the Client Portal for the first time, you will need to click the link provided in the email invite from your practitioner.
Click Create Canopy Account. Back to Top
Enter your account information.
Some of your account information may already be pre-populated.
Type your preferred password in the Create Password field.
Click Sign In.
You will be redirected to the Client Portal in a new tab on your internet browser.
Enter your Email and Password.
Click Log in.
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Updating Your Account Information
Permissions and Licenses Required
Permissions: Access to the Client Portal
You can update your contact information, time zone, and password in your Client Portal account settings. To get started, log in to your Client Portal account.
Click the drop-down menu in the top, right corner of the screen.
Click My Account Settings.
Update the information in any of the provided fields. Options include:
First Name
Last Name
Phone and Ext.
Time Zone
Email
Password
For added account security, check the Two Factor Authentication
Once 2FA is enabled, the next time you log in to Canopy youll be emailed a verification link to authenticate your account. After you click on the link, youll have full access to Canopy.
Click Save Changes.
View ArticleThe Client Portal Mobile App is used by tax pros to send key information to you, the client, and vice versa in a mobile setting.
Logging in to the Client Portal
Permissions and Licenses Required
Permissions: Email invite to Canopy
In order to begin using the Client Portal Mobile App, you will need to download the application.
Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL.
View ArticleAdmins in Canopy will be able to get a number of key details set up through Canopy's First Login help experience. This seven step process will help you easily set up your Canopy account, sync email, add team members, assign licenses, and other options. Keep in mind, certain steps in this process will vary depending on the Canopy licenses you have purchased. This article will cover nine sections:
Setting Up Your Canopy Account
Syncing Email & Calendar
Entering Your Company Information
Customizing Your Client Communications
Adding Team Members
Assigning Licenses and Permissions
Next Steps
Setting Up Your Canopy Account
Permissions and Licenses Required
License: Any
Permissions: Admin
Entering your personal Canopy account information is the only required step in the First Login setup experience. This step applies to any license and involves creating a password for your Canopy account. To get started, click the link provided to you in your welcome email from Canopy.
Enter your full Name in the fields provided.
Your Email address should be pre-populated
Enter a Password.
Confirm password in the following field.
Click the Terms of Service checkbox to indicate you agree to Canopy's Terms of Service and Privacy Policies.
Click Create account and continue. Back to Top
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Syncing Email & Calendar
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
Syncing your email account and online calendar is a crucial step in setting up your Canopy account. Admins with a Practice Management license can sync one (1) Google or Microsoft calendar to Canopy at a time. Google/Microsoft calendaring is mirrored in your Canopy calendar. Upon syncing, events created in your Google/Microsoft calendar will immediately be reflected. Calendaring permissions granted in your Google calendar will also be reflected in Canopy. Keep in mind, you will only see the email and calendar options if you have a Practice Management license and have already completed Setting Up Your Canopy Account. To get started, return to the First Login set up experience.
Click Add email account.
Click Skip setup to close out of the first login setup permanently.
The First Login setup will persist with each web session of Canopy until you either skip or complete it.
Select the option that best describes your email provider in the pop up window.
If you don't see your email provider listed, click theOther Providers box.
Click theProvider drop-down menu.
If your email provider is not listed in that drop-down menu, scroll to the bottom of the list and clickI don't see my provider.
Authorizing Canopy in your Yahoo Account Settings
Currently, Yahoo Mail API/IMAP service recommends third-party applications like Canopy to use their OAuth-2.0 authentication flow to access a Yahoo Mail account. Unlike other email providers like Gmail and Outlook 365 who make their OAuth-2.0 authentication flow public, Yahoo has an internal review process it must perform before it allows third-party applications to access its OAuth-2.0 APIs. To get started, log into your Yahoo email account.
Click Account Info.
Click Account Security.
Toggle the Allow apps that use less secure sign-in switch.
You may need to click through a reCaptcha window in order to authorize this change.
Once this toggle switch has changed color, you will be able to link your Yahoo email account in Canopy.
If applicable, check the box in-line with each item you wish to sync with Canopy.
Calendar sync is only available for Gmail or Microsoft Exchange accounts.
Click Select.
Enter your login information for your email account.
Your email will take some time to connect to Canopy.
Depending on the email provider you select, your input options may vary.
If you have selectedI don't see my provider, you will be prompted to enter your IMAP and SMTP information.
Click Connect Account.
Back to Top
Entering Your Company Information
Permissions and Licenses Required
License: Any
Permissions: Admin
Adding your company information is an important step in the setup process that applies across all license types. This information will pre-populate in various places throughout Canopy. To get started, continue through the First Login process.
Enter a Company name.
Click Skip setup to close out of the first login setup permanently.
The First Login setup will persist with each web session of Canopy until you either skip or complete it.
If needed, type in your Firm Specialties.
Enter all applicable fields with your company information.
Required fields will be marked with an asterisk (*).
Two-Factor Authenticationfor team members is ON by default.
This feature is recommended to strengthen the security of Canopy accounts.
Click Next.
Back to Top
Customizing Your Client Communications
Permissions and Licenses Required
License: Practice Management or Tax Resolution
Permissions: Admin
Setting up your custom branding in Canopy enables clients to view the Client Portal, emails, and invoices completely customized to fit your brand. Admins in Canopy who have purchased either Practice Management or Tax Resolution licenses will be able to customize their client interactions. To get started, refer to the First Login setup experience. You will see the Custom Branding experience once you enter your company information.
Enter your client portal Domain.
If your domain is available, a green checkmark will display in the field.
When selecting a domain, be aware:
If you change your domain, your clients will be redirected from your previous domain to the new one for 30 days.
You will not be permitted to edit your domain during these 30 days.
Click Upload image.
Requirements for an Uploaded Logo Image
The only file types accepted are:
.jpg
.jpeg
.png
The maximum file size for a logo image is 500 KB.
If the image is smaller than 156px wide x 56px high, it will be stretched to fit those minimum dimensions.
If the image is larger than 320px wide x 64px high, your image will be scaled down to those maximum dimensions.
If possible, upload a larger image that can be scaled down for the best results.
Select a color from the available options.
Click Customto further customize your color selection.
Click and drag the color selector along the gradient scale.
Alternatively, copy and paste a hex # in the Color Code field.
If needed,Choose or upload an imageto be featured on the Client Login Page.
Click Submit and next.
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Adding Team Members
Permissions and Licenses Required
License: Any
Permissions: Admin
Adding your team members to Canopy will prompt an email welcoming them to the team and inviting them to set up their personal Canopy accounts. To get started, refer to this step of the Set Up process.
Enter the email address of each team member.
Separate each email with a comma.
Click Add.
Toggle the Include a personalized message switch to green in order to include a message with the email from Canopy.
If needed, enter a message.
Click Save and next.
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Assigning Licenses and Permissions
Permissions and Licenses Required
License: Any
Permissions: Admin
Once your team members have been invited, admins can assign specific licenses to each team member as well as customize permissions for accessing specific areas of Canopy. To get started, refer to the final step of the First Login setup process.
If needed, click the applicable team member's email address.
Select the applicable permissions option from the Assign access level drop-down menu.
If needed, check the Include access to billing and invoicing.
Click the checkbox in-line with each license you with to assign to this team member.
Continue this process with each team member listed.
Click Invite team members.
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Next Steps
After successfully completing the First Login Setup experience, click Go to Canopy.
You will be redirected to your Canopy account. These next steps are recommended immediately after your successful setup:
Importing Contacts
View ArticleThe Invoice tool in the Billing feature allows you to create and edit customizable invoices for your clients. These invoices in Canopy include, customizable services, time entries, and payment amounts/rates. This article will cover four sections:
Adding Service Items to Invoices
Creating an Invoice
Setting Up Recurring Payments
Understanding Invoice Statuses
Editing Invoice Numbers
Adding New Service Items to Invoices
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
Service items automatically set the billing rate and other information on invoices. By adding service items for each service your practice offers, you will be able to efficiently invoice your clients for the services rendered. To get started, click on the Billing tab in Canopy.
Click Service Items. Back to Top
Click Create New Item.
Enter the key details of your new service items such as Name, Code, Description, Rate, and Tax Rate in the Create Service Item window.
Click Save.
Your new service item will display on the Service Items screen.
If you would like to edit existing service items, click on the Billing tab in Canopy.
Editing Service Items
Click Service Items.
Click on the blue Name of a service item.
Update the key details of the service code such as Name, Code, Description, Rate, and Tax Rate in the Edit Service Code window.
Click Save.
If you would like to archive a service item, click on the Billing tab in Canopy.
Archiving Service Codes
Click Service Items.
Click the checkbox in-line with any service codes you wish to archive.
Click the Archive item icon.
The archived service item will no longer show on the active Service Items screen.
If you would like to restore a service item that has been previously archived, click on the Billing tab in Canopy.
Restoring Archived Service Items
Click Service Items.
Click the Options icon.
Click View Archived Items.
On the Archived Service Items screen, click the checkbox in-line with the service item you wish to restore.
Click Move to Active.
Back to Top
Creating an Invoice
Permissions and Licenses Required
License: Practice Management
Permissions: Billing access
You can easily create invoices and send them to clients using the Invoice tools in Canopy. To create an invoice, you will need to click on the Billing tab in Canopy.
Click Invoices.
The Invoice screen will load.
ClickCreate new invoice.
Type in a Client Name to search for a client from your Contacts list.
In order to select a client, you must first create a record for them on the Contacts Dashboard.
Enter a Date and select payment Terms from the drop-down menu.
If you would like invoices to go out at scheduled times for a client, you can create a Recurring invoice.
Creating a Recurring Invoice
Follow the same instructions as above to create a one-time invoice.
On the Create Invoice page, click the bubble in-line with Recurringinvoice.
TheRecurringSchedulebox will appear. Add aDescription, Start date,andEnd datefor the recurring invoice.
TheEndof the recurring invoice can occurAftera certain number of invoices have been sent,On a specified date, orNever.
TheFrequency of the recurring invoice can be set based on a number of different criteria.
Set theTermsof the recurring invoice.
The sentence at the bottom of the Recurring Schedule box will give you a preview of the frequency of the invoice.
Type in a search for a Service Code item to add it to the invoice.
ClickAdd Service Code to add another service code to the invoice.
For more information about service codes, refer to the third section (Adding New Service Items to Invoices) in the Setting Up Billing and Invoicing Systems article.
Type in Client Notes and Terms & Conditions in the text boxes below the invoice. The Client Notes will be visible to your client.
To send the invoice to your client, click Send Invoice.
To save your invoice and come back to it later, click Save as Draft.
To delete your invoice and not save any changes, click Delete.
A notification will pop up telling you the invoice has been sent.
ClickDone to close the pop up window.
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Setting Up Recurring Payments
Permissions and Licenses Required
License: Practice Management
Permissions: Billing access
Recurring Payments allows you to set a cadence of scheduled payments within a client invoice. To get started, you will need to click on theBillingtab in Canopy.
ClickInvoices.
The Invoice screen will load.
ClickCreate new invoice.
Click the bubble in-line withRecurring invoiceon theCreate Invoice page.
TheSet up recurring paymentbox will appear once you have assigned the invoice to aContact name.
Fill out the required fields in theRecurring Schedule andServiceboxes as discussed in the Creating an Invoice section above.
Click theTurn on recurring paymentstoggle.
Select aPayment date.
Payment date can be on aDue dateor theInvoicedate.
Select aPaymentmethod.
If you have already attached a payment method to this client contact profile, choose the Payment method from the drop-down menu.
If no payment has been attached to the client profile, enter the client's credit card or ACH information in the fields provided.
For more information saving client payment information to their contact profile, read the article on saving payment information here.
Note: credit card and bank account information cannot be deleted if they are attached to a recurring payment.
ClickStart.
Once the payment series has begun, you can find the recurring payment under thePaymentstab on the sidebar by clicking on Recurring.
Click on the description if you need to edit the details of an invoice or recurring payment.
Note: you cannot edit theContactthat the recurring payment is assigned to or the Frequency at which the recurring payment occurs.
TheEdit Recurrencepage tells you whether the recurrence is active or inactive as well as if autopay is set up on the invoice.
ClickDelete recurrenceto archive the recurrence,Duplicate recurrenceto make a copy of the recurrence, orEnd recurrenceto stop the recurrence.
If you end a recurrence, you can start it back up at any time under theRecurringtab underInvoicesandPayments.
ClickSave.
Alternatively, a recurring payment can be created under thePaymentstab on the sidebar. Please note that you must have already created an invoice if you use this method.
ClickAdd payment.
SelectRecurring paymentfrom the drop down menu.
Choose a recurring seriesto apply this payment to.
Select aPayment date.
Any previously sent invoices will not be included in the recurring payment series and must be paid separately.
ClickContinue.
Select aPayment method.
ClickContinue.
Review all details of the scheduled payment and clickSchedule.
Understanding Invoice Statuses
Permissions and Licenses Required
License: Practice Management
Permissions: Billing access
An invoice can have one of seven statuses.
Draft
The invoice has not been sent to the client yet. Payments cannot be applied to a Draft invoice.
Sent
The invoice was emailed to your client buthas not been viewed in Canopy.
Viewed
Your client has viewed the invoice in Canopy, but has not made any kind of payment yet.
Partial
Your client has made a payment, but there is still an outstanding balance on the invoice.
Partial Overdue
Your client has made a payment, but the invoice is now overdue, and still has an outstanding balance.
Overdue
No payment has been received and the invoice is also overdue. Bad news...
Paid
Good news: You got paid!
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Editing Invoice Numbers
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
The first invoice you create in Canopy defaults to invoice number 00001. You can pick up your invoice numbering scheme where you left off in your old billing system or start fresh. Invoice numbers can have letters, numbers, special characters, and dashes. To get started, click on the Billing tab in Canopy.
Click Invoices.
Select an Invoice.
Click the Edit icon to edit the invoice.
Click Edit Invoice #.
Select the invoice number and type the change over it.
Click Done.
Once the invoice number has been changed, all future invoice numbers will automatically follow the same format. Previous invoice numbers will keep the same format.
Click the applicable Save option to save your changes. Send or Resend the invoice to your client, if needed.
If your invoice has a status of Draft, you will see the options to Send invoice, Save as draft, or Delete.
If your invoice has already been sent to a client, you will see the option to Resend Invoice, Save changes, or Delete.
View ArticleThe tasks dashboard will show you the status, task name, task type, contact, date,date type and assignee(s)for each task created. To access the task dashboard, click Tasks. Use the task dashboard to filter or sort tasks, pin tasks, quickly update task details, and view subtask details. This article will cover six sections:
Filtering Tasks
Pinning Tasks
Managing Subtasks
Copying a Task
Removing a Task
Filtering Tasks
Permissions and Licenses Required
License: Practice Management
Permissions: None
You can sort and filter on any column - your selections will persist even after you leave the app and come back.
Click the top of the column you wish to sort and filter. Back to Top
Click on your preferred sort option.
For example, you can click on Sort A - Z or Sort Z - A.
Select your filter preferences by clicking on each category you want to include on the task dashboard.
After setting sorting and filtering options, click Apply Filter.
The task dashboard will update according to the preferencesyou'veset. Your selections will persist even if you logout of Canopy and return later.
Back to Top
Pinning Tasks
Permissions and Licenses Required
License: Practice Management
Permissions: None
Pinned tasks will display at the top of the dashboard.
Click on the pushpin icon to the left of a task. The icon will turn blue and the task will move to the top of the task dashboard.
To unpin a task, click the pushpin icon again. The task will move back to its original place on the task dashboard.
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Managing Subtasks
Subtasks are viewable at a glance from the task dashboard.
Any numbers listed to the right of the task name indicate a subtask.
Click on a number to open the subtask quick view window.
The quick view window will show you the subtasks Status, Task name, Date, and Assignee(s).
Click Done to close the quick view window.
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Copying a Task
Permissions and Licenses Required
License: Practice Management
Permissions: None
You may wish to copy certain tasks. To do this, an initial task must be already created. If you would like help creating a task, refer to the Creating a New Task section above. To start the process of copying a task, click Tasks at the top of your Canopy screen to access the Task Dashboard.
Right-click on the task you wish to copy.
A drop-down menu will pop up.
Click Copy Task.
A new window will open.
In the Create Task window, edit the fields of your copied task as needed.
The Task Name will default to (copy) [Task Name] until you edit it.
Click Create and manage to navigate to the Task Workspace.
ClickCreate and close to save the task and move on to other work in Canopy.
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Removing a Task
Permissions and Licenses Required
License: Practice Management
Permissions: None
You can remove a task in one of two ways: archiving or deleting a task. Archiving a task removes the task from the Task Dashboard but not from Canopy completely. Deleting an archived task removes the tasks permanently from Canopy. A task must be archived before it can be deleted.
Archiving a Task
To get started, click on the Tasks tab in Canopy.
Right-click on the Task you wish to remove.
Click Archive from the pop up menu.
The task will be removed from the Tasks Dashboard.
Restoring Archived Tasks
Click the Options icon in the top right corner of the Tasks Dashboard.
Click Archived Tasks.
The Archived tasks pop up window will open.
Click, Move to active to restore a task back to the active task dashboard.
Click, Done when finished.
The restored tasks will appear in the list of active tasks.
Deleting Archived Tasks
Once a task is archived, it can be viewed under Archived Tasks and deleted from there. To get started, click on the Tasks tab in Canopy.
Click the Options icon in the top right corner of the Tasks Dashboard.
Click Archived Tasks.
The Archived tasks pop up window will open.
Click Delete to permanently remove a task.
To find a specific task, you can type a search for archived tasks in the field provided.
Click Move to Active to move the task to the Task Dashboard.
Click Done to close the Archived Tasks window.
View ArticleTime tracking allows you to track your teams billable and administrative time. This article will detail how to set up and run your timer, add a time entry and how to edit saved time entries. This article will cover sic (6) sections:
Setting Up Your Timer
Running the Timer In Canopy
Adding a Time Entry
Editing a Time Entry
Getting to Know the Time Entries Dashboard
Adding Time Entries to an Invoice
Setting Up Your Timer
Permissions and Licenses Required
License: Practice Management
Permissions: None
The timer will default to being turned on and ready to record time entries. In order to switch it off, you will need to access My Profile in Canopy. To get started, click the drop-down arrow in-line with your Canopy name.
ClickSettings. Back to Top
Toggle the Timer switchgreen to display the timer icon in Canopy.
Switch the togglegrey to hide the timer.
Select the applicable option from the Round time entry drop-down menu.
Depending on the option you select, your time entries will round up to the nearest minute, 1/20 hour, 1/10 hour, hour, hour, or hour.
Click Save Changes.
Back to Top
Running the Timer in Canopy
Permissions and Licenses Required
License: Practice Management
Permissions: Billing access
Start a timer from anywhere in Canopy without disruption to your other work. When youre ready, you can choose to pause, discard, or save the time entry. Saved time entries are available to view on the Billing screen. Note the timer will not record time past midnight of the same day the timer was started. You will be prompted to either discard or save the time entry.
Click the Track your time icon in Canopy.
If applicable, click Start a new timer.
Click the What are you working on? field.
Type in a project title.
If applicable, click Play on any existing timer to resume timing.
Multiple timers cannot run simultaneously. Only one timer can run at a time.
A timer already running when you start a new timer or click play on an existing timer will pause.
Paused timers will display in the Track your time window until you discard or save them.
If needed, click Save to save your time entry.
Saved time entries will not display in the Track your time window.
Click View my saved entries to view your saved time entries.
Basic users will only be able to view their own saved time entries.
Click the Xto close the Track your time window.
If you have started a timer, it will continue running even when the window closes.
Timers will not run across several days.
At midnight, the timer will stop and upon your next login you will be prompted to either save the time entry or discard it.
Back to Top
Adding a Time Entry
Permissions and Licenses Required
License: Practice Management
Permissions: None
To add a time entry, click the Global Add icon from anywhere in Canopy.
Click Time entry.
Click the Contact field.
Type a search for a specific contact.
Click on the correct search result to add the contact to the time entry.
Click the Start Date / Duration fields to set a date for your time entry and a duration of time.
Time durations will be formatted in hours and minutes.
The default time duration is 30m.
If needed, click the Start / End fields to set a start and end time to your time entry.
Depending on the start and end times you set, your duration field may change.
If needed, type in a Note in the field provided.
You can use the rich text editor to edit the text of your note or add bulleted/numbered lists.
Anyone with access to the contacts Billing tab will be able to see this note.
Select the applicable team member from the Assigned drop-down menu.
Select the applicable Service from the drop-down menu.
If youdon'tsee any services in this drop-down menu or would like to add additional services, you will need to set up or add more Service Items.
For more information about service codes, refer to the third section (Adding New Service Items to Invoices) in the Setting Up Billing and Invoicing Systems article.
Click Add Entry.
A notification will pop up when your entry has been added successfully.
Back to Top
Editing a Time Entry
License: Practice Management
Permissions: Billing access
To edit any time entered, you will need to navigate to the Time Entries dashboard. To get started, Billing in Canopy.
Click Time Entries.
Click the duration of any time entry listed.
Make any necessary changes to the Edit Time Entry window.
You can add an Assignee or Service by clicking on the drop-down menus.
Click Update Entry to save your changes.
Back to Top
Getting to Know the Time Entries Dashboard
Permissions and Licenses Required
License: Practice Management
Permissions: Billing access
The Time Entries dashboard displays billed and unbilled hours as well as billed and unbilled revenue. Basic users can view their own saved entries. Admins can access time entries saved by all team members. To get started, click Billing in Canopy.
Click Time Entries.
If there are no time entries entered, you will be prompted toAdd a time entry.
Click Add time entry to add a time entry to the dashboard.
Sort all time entries listed by clicking the applicable column heading.
Click the more options icon to:
View Archived entries.
Export the time entries listed into a CSV document.
Archiving a Time Entry
To archive a time entry, click the checkbox in-line with any time entries listed on the Time Entries Dashboard.
Click the Archive icon.
The time entry will be immediately removed from the Time Entries Dashboard and will only be viewable on the Archived Time Entries screen.
Click on any Contact listed in a time entry to view all time entries saved to this specific contact.
You will need to click on the Contact in order to add any time entries to an invoice.
Back to Top
Adding Time Entries to an Invoice
License: Practice Management
Permissions: None
You can add time entries to an invoice by navigating to the Time Entries screen. To get started, click on a contact in Canopy.
Click the Billing tab in the Contact Profile.
Click Time Entries.
Click the checkbox in-line with each time entry you wish to include on an invoice.
Click Add to Invoice.
Youll be redirected to the Invoices screen where the time entries will be pre-populated.
Make any necessary changes to the invoice.
The time entry will be indicated by the time entry icon on the left side of the line item.
For more information on invoices, refer to the Creating an Invoice article and video.
Click the applicable save or send option.
To remove a time entry from an invoice:
Navigate to theTime Entriesscreen.
Click the blue link in theInvoice #column in-line with the time entry you wish to edit.
Click theEdit icon on the Invoice screen.
Click theX in-line with the time entry to remove it from the invoice.
This will not remove the time entry from Canopy. It will simply edit the current invoice.
View ArticleManaging payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. When connected with Stripe, payments can also be processed through Canopy. This article will walk you through the process of enrolling in Canopy Payments.
Enrolling in Canopy Payments
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
In order to process ACH and credit card payments through Canopy, you will need to enroll in Canopy Payments. As of August 31, 2019 Canopy will no longer support any other payment processor. If you do not wish to use Canopy Payments, you are free to use a third-party payment processor outside of Canopy and manually log your payments. To get started, click Billing in Canopy.
Click Learn more on the Canopy Payments banner. Back to Top
Click Start Enrollment.
Enter the Company Information on the first page of the enrollment process, then clickNext.
Enter the key information for all Owners/Partners holding 25% or more equity interest.
If needed, clickAdd owner/partner to enter the information for any additional owners/partners.
Of these owners/partners, select an applicant to be the main applicant for enrolling in Canopy Payments.
Of the owners/partners listed, select the individual holding controlling interest in your firm.
These two designations can be selected for the same person or two different people.
Click Next
Enter the required Bank Account information.
If needed, select the checkbox under American Express Merchant Account if you would like to accept American Express credit cards.
Enter your 10-digit Merchant Account Number.
ClickNext.
Review all of your information listed, then click Next.
Click the Terms and Conditions checkbox to indicate you agree to Canopy's terms and conditions.
Click Submit Application.
You will not see this screen if the information entered was in any way invalid. You will be prompted to try again.
Following the successful submission of your application to Canopy Payments, you will need to complete the following steps:
Check your bank account regularly for a micro-deposit to be made by Paysafe Merchant.
This micro-deposit will be made directly to your bank account within 1-3 business days of your application.
Keep an eye for a micro-deposit made by Paysafe Merchant
Confirm this micro-deposit in Canopy.
Confirming Micro-Deposits
An important step to verifying your account for Canopy Payments is to confirm the micro-deposit made to your bank account. To get started, click Billing in Canopy.
Click Enter amount in the Canopy Payments banner.
Enter the Amountreceivedin the field provided.
Click Save.
You will have a total of three attempts to enter this amount.
If the amount you have entered does not match Canopy's records, click Try again.
Click Close in the Account Confirmed window to being using Canopy Payments.
View ArticleManaging payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. When connected with Stripe, payments can also be processed through Canopy. This article will discuss Saving Client Payment Information.
Saving Client Payment Information
Permissions and Licenses Required
License: Practice Management+enrollment in Canopy Payments
Permissions:Billing and Invoicing
Your client's payment information can be saved in Canopy from the Contact Profile. Saving payment information is available for customers enrolled in Canopy Payments. To get started, select a contact in Canopy.
Click Billing on the Contact Profile. Back to Top
Click Payment Settings.
Click Add bank account.
To save credit card information, click Add credit card.
Enter applicable billing information in the fields provided.
If needed, enter an Account nickname.
If needed, click the Save as default payment source checkbox.
Click Save changes.
View ArticleCurrently, Yahoo Mail API/IMAP service strongly recommends third-party applications, like Canopy, to use their OAuth-2.0 authentication flow to access a Yahoo Mail users account.
Unlike other email providers like Gmail and Outlook 365 who make their OAuth-2.0 authentication flow public (which makes software development easier and faster), Yahoo has an internal review process it must perform before it allows a third-party applications to access its OAuth-2.0 APIs.
We are in the process of getting approval from Yahoo to use their OAuth-2.0 authentication flow.
As soon as we are given access and are able to implement those authentication changes, we will work on migrating all Yahoo Mail accounts that are connected to Canopy to the new OAuth-2.0 authentication flow.
In the meantime, you will need to use a less secure method to connect your Yahoo Mail account to Canopy. We anticipate this to be a temporary measure while we work on getting Yahoo Mail OAuth-2.0 approval.
How to connect your account
Before you connect your account to Canopy, log into Yahoo go to Settings >Account Info.
Then go to the Account security section and enter your username and password.
Once youre in the Account security section activate the Allow apps that use less secure sign in
You can now connect your Yahoo Mail account to Canopy.
View ArticleInviting new team members to Canopy is as easy as sending an email. You can send the invite email from a specific clients profile or from the settings menu.
In the Client Profile
You can invite a new team member from a specific client profile by clicking on a Contact from the Contacts Dashboard.
Click on the Manage Team Members icon in the top right corner of the Client Profile.
Click the blue Create a New Team Member link in the Manage team members window. Team Member Permissions
Enter the team members email address.
If needed, check the Include a Welcome Message box and type a message in the space provided.
Click Next Step.
In the Assign Licenses section, click the license(s) you would like to assign to your new team member, then click Next Step.
For more information about licenses, refer to the User Licenses article.
Click each permission you wish to assign to your new team member.
For more information about user permissions, refer to the Team Member Permissions article.
Click Send Invitation.
A notification will pop up letting you know the team member has been invited.
Your new team member will see an invitation in their email inbox.
In Team Member Settings
Invite a new team member to Canopy from the Settings menu.
Click on the dropdown icon next to your name in the top-right corner of the screen.
Click Account Settings.
In the left column, click Team Members.
Click Invite Team Member in the top right corner of the Team Member screen.
Enter the team members email address.
If needed, check the Include a Welcome Message box and type a message in the space provided.
Click Next Step.
In the Assign Licenses section, click the license(s) you would like to assign to your new team member, then click Next Step.
For more information about licenses, refer to the User Licenses article.
Click each permission you wish to assign to your new team member.
For more information about user permissions, refer to the article.
Click Send Invitation.
A notification will pop up letting you know the team member has been invited.
Your new team member will see an invitation in their email inbox.
View ArticleRelease Notes January 2019
These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of January.
What's New for Canopy
What's New for Practice Management
What's New for Canopy
Bulk Client Portal Invite
License/permissions required:
Any license except transcripts-only licenses
Admin permissions required
Description: The Client Portal manager allows admins to see whos been invited to the Client Portal, when they last logged in, and what contact records the portal user can access. Users can also send and resend invites to the client portal in bulk. This will save you time and frustration by not having to access each contact record to view these details and resend portal invitations.
Find this change:
Click Contacts.
Click Manage Client Portal. Back to Top
On the Client Portal Manager screen, you will be able to select from three options:
Contacts with portal users
Contacts with 0 users
Client portal users
Learn More:
Inviting Clients to Canopy
Copying Client Notes
License/permissions required:
Any license except transcripts-only licenses
access to specific contacts required
Description: Team members with access to specific contacts can copy notes from the Contact Profile.
Find this change:
Select a Contact in Canopy.
Click Notes.
Click the note you wish you to copy.
Click Copy.
Combining My Profile and Account Settings
License/permissions required:
Any license
Admin access
Description:
The two separate buttons My Profile and Account Settings have been replaced by one Settings option.
Find this change:
Click the drop-down arrow in-line with your Canopy name.
Click Settings.
Back to Top
What's New for Practice Management
Esign Reminders
License/permissions required:
Practice Management+Esign
access to assigned contacts
Description:
Users can add a reminder to Esign Client Requests. With this reminder,Canopy can automatically email your clients when they have an outstanding eSign request.
Find this change:
Navigate to the Esign Request screen.
Click Reminders.
Select the applicable options from the Client Reminder drop-down menus.
Learn More:
Sending an eSign Request
View ArticleInviting a client to Canopy enables your client to share files, complete the client survey, pay invoices, and more. Bulk client invites can be sent using the Client Portal manager. Individual invites can be sent in a variety of circumstances but utilize the same Client Portal pop up window.
This article will cover two (2) sections and three (3) subsections:
Using the Client Portal Manager
Inviting Clients to the Client Portal in Bulk
Reviewing Client Portal Access
Sending Client Portal Invites Throughout Canopy
Using the Client Portal Manager
Permissions and Licenses Required
License: Any
Permissions: Admin
The Client Portal Manager allows admins to see whos been invited to the Client Portal, when the user last logged in, and what contact records the user has access to. You can also send and resend invites to the client portal in bulk. This will save plenty of time by not having to access each individual contact record to view these details and resend invitations to the Client Portal.
To get started navigating the Client Portal Manager, click Contacts in Canopy.
Click Manage Client Portal. Back to Top
If you do not have admin permissions, you will not see this option.
Inviting Clients to the Client Portal in Bulk
Invite multiple clients at one time using the client portal manager. If needed, you can invite an individual client through the same process. Our best practice recommendation is utilize the Client Portal Manger as much as possible. To get started, click Manage Client Portal on the Contacts.
Click Contacts with 0 portal users to view a list of your contacts that have no recorded access to the Client Portal.
Click the checkbox in-line with each contact you wish to invite to the Client Portal.
If there is no email address listed for the contact, the checkbox will not be available to click.
Adding a Client's Email Address
Add an email for any client you wish to invite to the Client Portal
Hover over the email field in-line with the contact's name.
Click Add email.
Enter the contact's email address in the Add email field.
Click Add.
The email address you entered will display on the Contacts with 0 Users list.
Click Send Invite.
If needed, toggle the Include a personalized message switch to add a message to the Client Portal invite email.
If available, click Templates icon to use an email template for your message.
More information can be found by referring to the Utilizing Email Templates article.
If needed, type a message to your clients in the start typing your message field.
This message will apply to all invite emails sent allpreviously selected clients.
Click Send.
Back to Top
Reviewing Client Portal Access
Review what clients have access to the Client Portal, when the clients last logged in, and other details in the Client Portal Manager. To get started, click Manage Client Portal on the Contacts screen.
If needed, click Contacts with portal users.
Filter contacts by clicking the drop-down menu.
Available filters include:
Show all
Show all invited but not logged in
Show all who have logged in.
Track your client's activity in the Client Portal by referring to the columns on the Contacts with Portal Users screen.
Column headings include:
Name
Username
Typically, username denotes the contact's email address.
Invite sent
This date is when you originally sent an invite email to the client.
Last login
Web Sessions
Canopy did not record any web sessions, or instances of Client Portal usage, until February 2018. Any web sessions prior to this will not be counted on this screen.
Click Client portal users to view how many contacts are assigned to a Client Portal account.
Click the blue [number] Contacts to see the Contacts assigned to the Client Portal account.
Clicking on any of the names in the drop-down menu will navigate to the Contact Profile.
Back to Top
Sending Client Portal Invites Throughout Canopy
Permissions and Licenses Required
License: Any
Permissions: Access to contacts
Canopy is built to make inviting a contact to the Client Portal simple and non-disruptive to your workflow. You can invite a client to the Client Portal when creating a new contact, after a contact already exists, when sending a client survey, or when sending an eSign request. Keep in mind, certain processes are available only after the purchase of certain licenses.
In the Client Portal window, check the box in-line with the clients email address.
If needed, click Add another person to add an email address.
Type the email address of any additional recipients in the Enter the Email of a New Person textbox.
ClickAdd.
The Client Portal window will pop up as a prompt throughout various processes including, but not limited to, processes such as:
Sending Client Requests
Sending eSign Requests
Making Files Visible to Clients
Toggle the Include a personalized message switch to add a message to the email invite.
You can type in your message in the available text field.
If applicable, click Templates to use a message template in this field.
Click Send.
View ArticleWhen you create a client, you have the option to add their spouse to their client profile.
If you no longer wish to have the taxpayer's spouse information visible on the Contacts Dashboard, you can hide it. For more information on adding new contacts, refer to the Creating a New Client article.
Hiding a Spouses Information
If you have already added the clients spouses information, it will be saved as a separate contact card in Canopy. You can hide this information from the larger contacts list in Canopy while still keeping the information connected to your main client. To get started, click on a Contact in Canopy.
Click the Spouse section in the left column of the Client Profile.
Click Hide Contact.
Click Done to save changes.
The spouses information will still show in the Client Profile but will not show as a separate client in the Contacts Dashboard.
Restoring a Spouses Information
If needed, you can easily restore a spouse as a separate contact. To get started click on a Contact in Canopy.
Click on the Spouse section in the column on the left side of the screen.
Click Convert to Contact.
Click Done to save your changes.
The spouses information will now be shown as a separate contact in the Contacts Dashboard as well as displayed in the Spouse section of this Client Profile.
Deleting a Spouses Information
If needed, you can delete a spouses information. To get started click on a Contact in Canopy.
Click on the Spouse section in the column on the left side of the screen.
Click DeleteorRemove.
The spouses information will be deleted from Canopy completely. You can re-enter this information at any time.
View ArticleThe Reports view allows you to quickly look at the information contained in the transcripts through a series of easy-to-read reports. The Documents view allows you to click through the entire transcript. Both of these views allow you to print and download reports and documents with ease.
Viewing Transcript Reports
Viewing Transcript Documents
Using the Message Center
Viewing Transcript Reports
This process can only be completed after pulling a clients transcript. For more information, refer to the Requesting Client Transcripts article. Start by clicking Transcripts and either clicking on a transcript or requesting one.
Click Reports in the left column. requesting
Click a on report you wish to view. Options include:
Account Overview
CSED Calculations
Account Transactions
Penalties and Interest
Notices Overview
Tolling Events
Click Download All to download all reports to your computer.
On the Reports screen, click the Download icon to download the individual report.
Click the Print icon to print the report.
Viewing Transcript Documents
This process can only be completed after pulling a clients transcript. For more information, refer to the Requesting Client Transcripts article. Start by clicking Transcripts and either clicking on a transcript or one.
Click Documents.
Click on a document you wish to view. Options may include:
Account Transcript
Wage and Income
Tax Return Transcript
Record of Account
Verification of Non-Filing
Depending on the type of transcript you requested, your options may vary.
Click Download All to download all of the documents to your computer.
On the Document screen, click the Download icon to download the document to your computer.
Click the Print icon to print the document.
View ArticleLetter templates make it easy to save commonly sent letters and use them over and over for your practice.
Creating Letter Templates
Start this process by clicking on the drop-down arrow in-line with you Canopy username.
Click Account Settings. Creating Engagement Letters
Click Templates.
Click Letters.
Click Add Template.
If you have never saved a letter template before, click Add Your First Template.
Type a title for your template in the Name Your Template field.
For more guidance in creating your letter, refer to the article.
Click Save Template.
The Engagement Letter screen will load.
Click Save and Exit when youre finished.
Your letter will be saved as a template to use again later.
View ArticleIn order to manage your contacts from Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device. This article will cover five sections:
Searching Contacts
Adding a Contact
Getting to Know the Contact Profile on Mobile
Inviting a Client to the Client Portal
Potential Errors
Next Steps
Searching Contacts
Permissions and Licenses Required
License: Any
Permissions: access to contacts
The mobile app opens to your All Contacts list after login. You will be able to search your contacts and view contact details.
Tap Individuals to search only your individual contacts.
Tap Businesses to search exclusively through your business contacts.
Tap the Search bar. Navigating Settings
Type in a search for the contact using:
First name
Last name
Email
Address
Phone number
Tap a contact for more details.
Back to Top
Adding a Contact
Permissions and Licenses Required
License: Any
Permissions: access to contacts
Add a contact from your phone through the mobile app.
Tap the add icon.
Select the applicable option.
Tap Add individual to add an individual contact.
Tap Add business to add a business contact.
Enter your contact's Name in the fields provided.
Enter the Business Name if adding a business contact.
Tap the option that best describes your contact's Type.
You can select from:
Client
Prospect
Other
Enter the contact's Phone Number.
Tap the drop-down menu in-line with the Phone Number field to specify this type of phone number.
The default option is Mobile.
Tap Add phone to enter additional phone numbers.
Enter the contact's Email.
Tap the drop-down in-line with this field to specify whether this email is for work, personal, or other.
Tap Add email to add additional email addresses.
Enter the contact's Street address in the fields provided.
Tap the drop-down menu to specify whether this address is the Physical, Mailing, Work, or Other address for your contact.
Tap Add address to enter additional addresses.
Enter necessary information in the remaining fields, including:
Social Security Number
Enter anEmployer Identification Number if adding a business contact.
Date of Birth
Enter the Date established or incorporated if adding a business.
Occupation
Select a Business Type if adding a business.
Employer
Select an Industry if adding a business.
Contact Owner
This field will default to listing your name as the contact owner.
Client Since date
Tags
Adding Tags to a Contact
Add tags to help filter your clients both on Mobile and in the Web app.
Tap the Tags field.
If needed, Search for the applicable tag.
Tap the checkbox in-line with each tag you wish to assing to the contact.
Tap Done.
Additional Info
Tap Save.
Back to Top
Getting to know the Contact Profile on Mobile
Permissions and Licenses Required
License: Any
Permissions: access to contacts
The Contact Profile on your mobile device will appear slightly different than the Contact Profile in Canopy's web app. You will have options to reach out to your contact through phone or email, and view other key details.
The Details tab displays key points of information, such as:
Phone number
Email
Address
SSN
Contact Type
Occupation
Tags
Tap the Edit icon to make changes to the contact.
Tap the Options icon in the top, right corner.
Tap Share to send the contact information to someone else.
Tap Archive to remove the contact from your contacts list.
Tap the call, text, or email icons to complete those actions.
Tap the view icon in-line with the SSN field to view the contact's social security number.
Tap the icon again to hide this number.
Tap Connections to view important contacts entered into Canopy and connected to this client.
Tap Files to view files uploaded for this contact.
Tap Notes to view all notes added to the Contact Profile.
Back to Top
Inviting a Client to the Client Portal
Permissions and Licenses Required
License: Any
Permissions: access to contacts
Invite clients to the Client Portal from the Contact Profile on the Canopy Mobile app. Keep in mind: an invite can only be sent if there is an email address provided for the client. To get started, navigate to the Contact Profile.
Tap Invite to Client Portal.
If needed, include a personalized message in the field provided.
Tap Send Invitation.
An email will send to the address listed for your client.
Back to Top
Potential Errors
Occasionally, you may encounter an error when trying to add a contact. When this occurs, you can try:
Be sure you have both first and last names entered correctly.
Double-check all emails, phone numbers, and addresses to ensure correct formatting.
Occasionally, you may not find a contact on the mobile app. When this occurs, you can try:
Double-check your filters.
Searching for an individual after filtering forbusiness contacts will affect what contacts display on your screen.
Pull down at the top of yourContactslist to refresh.
Next Steps
Some suggested next steps after this include:
Managing Files
View ArticleManage all files uploaded to Canopy from the Files tab.
Creating a New Folder in Canopy
Create new folders with options to limit access to just yourself, your team, or specific clients. To get started, click Files in Canopy.
Click on the applicable option.
To create a new folder for a specific contact, search for that contact and double click on the contacts folder from the Client Files screen. More information can be found for this in the Locating Files in Canopy article.
Click My Files to create a folder accessible only to you.
Click Internal Files to create a folder accessible only to you and your team members.
Click the New Folder icon.
Type a name for the folder in the Name Your Folder popup window.
Click Create.
The new folder will display on the screen.
Double click the folder to open it.
Archive Files in Canopy
You may need to archive files from Canopy. To get started, click Files in Canopy.
Select the file you wish to archive.
Search for the file by typing the name in the Quickly find a file or folder search bar.
Right-click the file.
Click Archive.
The archived file will no longer display on the screen.
Restoring Archived Files in Canopy
Archived files can still be accessible and restored for up to 30 days after they have been archived from any active files screens. To get started, click Files in Canopy.
Click the applicable option: My Files, Internal Files, or Recently Viewed.
To access a specific contacts files, search for the contact folder on the Contact Files screen.
Click the More Options icon.
Click View archived files.
Right click on a specific file or folder.
Click Restore.
The file or folder will be restored to its previous screen.
Click Return to active filesto access the restored file.
View ArticleAdding a new Notice to Canopy is simple. You can add notices using the global + icon in Canopy or from the contact profile, under the Notices tab. This article will cover 3 sections:
Adding a Notice in Canopy
Adding a Notice from the Contact Profile
Editing a Notice Template
Adding a Notice in Canopy
Permissions and Licenses Required
License: Notices
Permissions: None
You can add a notice for any contact in Canopy without disrupting the rest of your work. To get started, click on the +icon in Canopy.
Click Notice. Back to Top
Click the Contact field.
If needed, type a search for a Contact in the search bar.
Select the applicable contact.
Click the Notice Type field.
If needed, type a search for a Notice in the search bar.
Select the applicable option.
Click the Assignee(s) field.
Type a search for the team member you wish to assign to this notice.
Select the applicable name.
ClickDone.
Click the Due Date field.
Select a date from the calendar.
You will not be able to add the notice until you select a Due Date.
Click Add Notice.
The Notice will display on the Notices Dashboard and on the contact profile under the Notices tab.
Back to Top
Adding a Notice from the Contact Profile
Permissions and Licenses Required
License: Notices
Permissions: None
You can add a notice for a specific contact by navigating to the contact profile. To get started, click on a Contact in Canopy.
Click Notices in the contact profile.
Click Add Notice.
When adding a notice from the contact profile, the Contact field will pre-populate with the present contacts information.
Click the Notice Type field.
If needed, type a search for a Notice in the search bar.
Select the applicable option.
Click the Assignee(s) field.
Type a search for the team member you wish to assign to this notice.
Select the applicable name.
Click Done.
Click the Due Date field.
Select a date from the calendar.
You will not be able to add the notice until you select a Due Date.
Click Add Notice.
The Notice will display here in the contact profile and on the Notices Dashboard in Canopy.
Back to Top
Editing a Notice Template
Permissions and Licenses Required
License: Notices
Permissions: Admin
If needed, you can edit a Notice Template to include steps specific to your team, files you may wish to send, and other reminders. To get started, click the drop-down arrow in-line with your Canopy account name.
Click Account Settings.
Click Templates.
Click Notices.
Click the edit icon in-line with the notice you wish to edit.
If needed, you can Search for a notice.
Note you can edit existing notice templates but cannot create your own notice templates.
If needed, edit the Template Description.
Scroll through the notice template to edit any of the subtasks listed.
ClickAdd Subtask to add subtasks to the template.
Editing Subtasks on a Notice Template
If needed, edit the Task name or Subtask description of any subtask listed in the template.
If needed, Select an option from the This task also requires: drop-down menu.
Click Add file to add a file to the subtask.
Click the Delete icon to remove a subtask from the notice template.
If needed, click and drag any one of the subtasks listed in the Template Workflow section to reorder them.
Click Save to preserve your changes.
You will be redirected to the Notice Templates screen.
Edited templates will display the date of the latest edits and the name of the editor. To get started, you will need to navigate to the Notices Templates screen.
Undoing Template Edits
Click the Edit icon in-line with a notice that has been previously edited.
Click Match Canopy Template.
You will only see this option if the notice template has been previously edited.
The notice template will revert back to the default workflow set up by Canopy.
The Notices templates screen will refresh.
View ArticleOccasionally you may need to send emails to more than one person at once. Sending bulk emails can be convenient when sending document reminders, tax legislation updates, annual newsletters, etc. Canopy makes sending bulk emails convenient and efficient. It is important to note that bulk emails can only be sent by an Admin user in Canopy. If you are a basic user, you will not be able to send bulk emails.
Sending Emails in Bulk
To send emails to several contacts at once, you will need to open the Contacts Dashboard in Canopy.
On the Contacts screen, click the checkboxes in-line with each contact you wish to email.
Click the Send Email icon. Sending Bulk Emails
The New Email window will open.
In the New Email window, Type the Subject to your email and then Start typing your email in the provided spaces.
The number of contacts youre sending the email to will display in the To: section.
If you have multiple email accounts connected to Canopy, select which email you would like to display in the From: field.
Format your email using the formatting tools along the bottom of the window.
Attach files to your email by clicking the Upload attachment icon.
Use an email template by clicking theEmail Templateicon.
For more information on how to use an email template, refer to the Using Email Templates article.
Click the Insert Text icon to add text such as a clients First or Business Name, Last Name, and Primary Phone Number.
Click Preview to look over the email before it sends to your selected clients.
To make changes to the email, click Edit Email.
Click Send Test Email to send a sample email to your own email address.
A notification will display when your test email has been successfully sent.
If everything looks correct, click Send Email.
The Preview and Send window will close.
A notification will display when your emails have been sent.
If you sent the email in error, click Undo in the notification box. This will stop the email from sending and display a different message telling you the email was stopped.
Possible Error Messages When Sending Bulk Emails
During the Sending Bulk Emails process, there are someerror messages that may display.
Large Number of Contacts
Canopy can send 250 bulk emails per day. If you wish to send more than 250 bulk emails, the system will send your message to 250 email addresses one day, then 250 the next day, and so on until all of the emails have been sent.If you see this message, you have the following options:
Check theDon't warn me about bulk email limits again checkbox if you don't want to see this warning more than once.
Click the Sender drop-down menu to change the sender email address.
ClickDone to proceed with sending the bulk emails.
Missing Emails
If you have selected contacts with no email address listed, Canopy will prompt you to type those into the Email Address text box.If you choose not to enter an email address, that contact will be left off the bulk email list. If you see this message, you have the following options.
Type anEmail Address for each contact listed.
ClickDone to proceed with sending the email.
A Note About Unsubscribers
If contacts on your bulk emails list have unsubscribed from bulk emails, Canopy will notify you with a message and the individual email addresses of the unsubscribed contacts. If you see this message, you have the following options:
Check theDon't warn me about bulk email limits again checkboxif you don't want to see this warning more than once.
ClickDoneto proceed with sending the email.
For More Information
Refer to the video.
View ArticleYou can contact Canopy in a variety of ways to answer any questions, learn more about Canopy, or discuss cancellation. This article will cover 2 sections.
Contacting Canopy Support
Discussing Cancellation
Accessing CPE Courses
Contacting Canopy Support
The following are the methods for contacting customer support at Canopy.
By Phone
Phone support is a premium feature for existing Canopy customers. If you already have a Canopy account, check the Support Center in your app.
Courses
By Chat
Canopy Support is available via chat from 7am - 6pm MST on weekdays and will typically respond within a few minutes.
Click the Help Center widget in the bottom, right corner of your screen.
Click Chat With Us.
Click New Conversation.
Type your message in the Send a message field and hit enter on your keyboard to start chatting with Canopy Support.
By Email
Canopy Support typically replies within 30 minutes. Send your email to [email protected].
Discussing Cancellation
Follow these steps to discuss your cancellation request with an account manager:
Call the main number for Canopy and dial 3 for cancellations when prompted.
If a live representative is reached, explain the reason for the cancellation request.
If all representatives are busy, leave a message and a support representative will reach out once available.
Accessing CPE Courses
Canopy offers a variety of courses for CE and CPE credit. To access these courses, visit Canopy's page.
View ArticleCanopy's client requests allow you to securely request and receive information and documents from your client.Use client requests to schedule automatic reminder emails, comment on the information your client sends you, and track the progress of each request.Send and receive as many requests as you need. This article will cover two sections:
Creating a New Client Request in Engagements
Creating a New Client Request in the Task Workspace
Creating a New Client Request in Engagements
In order to create aclient request through an engagement, you will first need to create a newEngagement. For more information, refer to the Creating an Engagement article. To get started, click Engagements in Canopy.
Click on an engagement. Inviting Clients to the Canopy Portal
Click Client Requests.
Click New Request.
The Client Request drafting tool will pull up on the right side of the screen.
Type in a Title for the client request.
If needed, click the Due Date field.
Select a date from the pop-up calendar.
If needed, click the Reminders field to schedule reminder emails to be sent to your client.
Select a time interval from the two drop-down menus. For example, you can select Every Monday and 15 days to indicate you wish for a reminder email to be sent to your client every Monday for the next 15 days or until the client completes the request, whichever occurs first.
Your client also has the ability to 'snooze' reminders until the following Monday. Each reminder email has a link to pause reminders.
Type a message in the Add a Description field.
You can format your text or even add attachments.
Click Send now to send the request to your client right away.
Click Save as draft to save the request and come back to it later.
Creating a New Client Request in the Task Workspace
You can create a new Client Request without creating an engagement that can be tracked directly within a client's task workspace. To do this, you will first need to create a new task. For more information on creating tasks, refer to the Creating Tasks article. To get started, click the global+icon on the dashboard and selectTask.
Fill out any applicable information and clickCreate and manage.
In the Client Task Workspace, clickAdd a client requestunderSubtasks.
Create aRequest title for the client request. Please note that the client field is auto-populated for you.
To attach any applicable files, click theUploadpaperclip above the request description box.
If needed,Add a request description for your client.
If needed add aTask owner,Client due date, andClient reminder.
SelectSave Draftto come back to the request later. If you are ready to send the request now, clickSend.
You will be prompted to invite the contact to the Client Portal to view and complete this request if you haven't done so already. For more information on the Client Portal, see.
The Client Request will appear as a line item in the contact's Task Workspace.
Click the request toAdd a commentthat the client will see in the Client Portal.
The client is able to send you messages as well which will display here.
Once the client has fulfilled the request, you can check the box on the left side and mark it ascomplete. The task will be archived underCompleted tasks in the Task Workspace.
View ArticleThe letter generator feature in Canopy helps you quickly create the letters you use in your practice, including Engagement Letters, Transmittal Letters, IRS responses, Proposals, and more! You can create letter templates, reusable paragraphs, or start a letter from scratch. You will also be able to quickly populate vital client information into the letter with the click of a button.
Generating an Engagement Letter in Canopy
To send an engagement letter to your client, you will need to first create an Engagement for them.Once an engagement has been created, you will be able to generate letters for this client. Start this process by clicking on Engagements.
Click on an Engagement.
For more information on creating a new engagement, refer to the Creating an Engagement article. Creating Boilerplate Text article
Click Letters.
Click Create a New Letter.
Select a letter template from the Create a New Letter window, or click Blank Letter to start a new letter from scratch.
The toolbar across the top of the Engagement Letter screen helps you format the letter according to your needs.
Click the Image icon in the toolbar to add an image of your letterhead or signature from your computer.
Click the Print icon to print the letter.
Click the Signature icon to add signature fields to your letter.
For more information about signature fields, refer to the Using E - Signature article .
Click the Insert Text icon to add either a Boilerplate Text or Attribute.
To learn more about Boilerplate texts, refer to the .
To learn more about adding Attributes, refer to the Creating Engagement Letter Attributes.
When finished writing the letter, click Send to:
To save this letter in the clients files, click Contact Files.
To send the letter directly to a clients email, such as when you are requesting their signature, click Client Request.
Enter a Due Date, Reminder, or and a message to your client.
Click Send now.
View ArticleKeeping your clients files organized is vital to keep your business running smoothly and efficiently. By adding folders in Canopy, you can categorize your clients files and keep them organized. This article will cover three sections:
Creating a New Folder
Moving Files
Archiving a Folder
Creating a New Folder
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
Create new folders with options to limit access to just yourself, your team, or specific clients. To get started, click Files in Canopy.
Click on the applicable option.
To create a new folder for a specific contact, search for that contact and double click on the contacts folder from the Client Files screen. More information can be found for this in the Locating Files in Canopy article.
Click My Files to create a folder accessible only to you.
Click Internal Files to create a folder accessible only to you and your team members. Back to Top
Click the New Folder icon.
Type a name for the folder in the Name Your Folder popup window.
Click Create.
The new folder will display on the screen.
Double click the folder to open it.
If creating a folder for one specific client, this can be done through the client's contact profile.
Adding a Folder through the Contact Profile
To begin, click on a Contact in Canopy.
Click the Files tab in the contact profile.
Click the New Folder icon.
In the Name Your Folder pop up window, type a Folder Name in the text box.
Click Create.
Your new folder will show on the Files screen.
Back to Top
Moving Files
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
You will not be able to move files until a folder is created. Refer to the section above for more details on creating a folder.Click on a Contact in Canopy to manage their files, including adding a folder to organize files.
Click the Files tab in the client profile.
Select a file.
Select more than 1 file by holding down control on your keyboard and clicking on more files.
Right click on your selected file to view other options.
Click Move.
In the pop up window, select the appropriate folder for your file.
Click Move here.
Once your selected file has moved, it will show under the designated folder.
Back to Top
Archiving a Folder
Permissions and Licenses Required
License: Practice Management
Permissions: None
Click on a Contact in Canopy to view the clients files and folders. Be aware that archiving a folder archives all of the files in the folder as well.
Click the Files tab in the contact profile.
Right click on the folder you wish to archive.
Click Archive.
A notification will pop up asking if you are sure you want to archive this folder.
In the pop up window, click Archive.
The folder will no longer show on your Files screen.
View ArticleIn case you wish to keep some files out of the hands of your clients, Canopy gives you the ability to pick and choose which files your clients have access to. This article will cover three (3) sections:
Uploading a File to the Client Profile
Changing File Visibility from the Client Profile
Viewing Files in the Client Portal
Uploading a File to the Client Profile
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
Instead of mailing files back and forth from your practice to your client, upload files electronically and share them with your clients from Canopy. The process will save you and your client plenty of time. To get started, click con a Contact in Canopy to upload a file to their contact profile.
Click on Files in the contact profile. Back to Top
Click Upload
Select a file from your computer to upload.
You can also drag and drop files from your computer onto the Files screen.
Once your file has uploaded to Canopy, a pop up window will appear.
If needed, set Make visible in the client portal? to green to make the file visible to your client in their client portal.
Keep this toggle switched off to not give your client access to the file.
If the client has not been invited to the Client Portal, you may be prompted to send them an invite. Refer to the Inviting Clients to Canopy article for more information.
If needed, check the checkbox in-line with any collaborators you wish to notify of the file upload.
Click Notify.
The pop up window will close and your file will show on the Files screen.
Back to Top
Changing File Visibility from the Client Profile
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
You can change a files visibility in the Client Portal from the contact profile. Click a Contact to manage file visibility.
Click on Files in the contact profile.
Select a file and click the File Visible icon in the Visible column on the far right of the screen.
Files that are visible will display a blue icon.
Files that are not visible in the client portal will be gray.
If your client has not been invited to the client portal, you may be prompted to send them an invite. Refer to the Inviting Clients to Canopy article for more information.
Back to Top
Viewing Files in the Client Portal
Permissions and Licenses Required
License: Practice Management
Permissions: n/a
You can get a real-time view of what files are available to your client in the Client Portal. To get started, click on a Contacts in Canopy.
Click Files.
Click the View Client Portal icon.
The Portal screen will show you a real-time view of what your client sees.
View ArticleTo send a client request, it must have already been created and saved as a draft. To learn more about creating a client request, refer to the Creating a New Client Request article.
Sending a Client Request
To get started sending a drafted client request, click on Engagements in Canopy.
Click on an engagement.
Click Client Requests in the left-hand column.
Refer to the Draft Requests section to view any drafted client requests.
To send all client request drafts at once, click Send all drafts.
To send client request drafts individually, click on each draft.
Click Send Now in the column on the right-hand side of the screen.
View ArticleThe letter generator facilitates e-signatures. After drafting a letter in Canopy, you can click the sign icon to load the signing interface. Here, you can add your own signature, add signature blocks for clients, and send the letter through a client request to be signed.
Adding Your Own Signature
Adding your own signature to an engagement letter is as simple as a click and drag! To get started, click on an Engagement in Canopy.
In the left-hand column, click Letters. Generating Engagement Letters
Click Openon a letter needing a signature field.
You can click Create a New Letter to draft a new letter.
For more information, refer to the Generating Engagement Letters article.
Click the Signature icon.
Click and drag the Signature field to the correct placement on the engagement letter.
You can also click and drag the Initial Field and Date Field.
Select the signature you wish to display.
Check I agree to be legally bound by this document.
ClickAdd signature.
Adding a Recipient Signature Field
Add the signature field for a recipient e-signature to any engagement letter by clicking and dragging the field to the letter. To get started, click on an Engagement in Canopy.
In the left-hand column, click Letters.
Click on a letter needing a signature field.
You can click Create a New Letter to draft a new letter.
For more information, refer to the Generating Engagement Letters article.
Click the Signature icon.
Click the Recipients tab in the left-hand column.
Click and drag the Signature Field to the correct placement on the letter.
You can also click and drag the Initial Field and Date Field.
Select an individual listed in the Who Should Sign? drop-down menu.
If the person needing to sign is not listed, click Add Client.
You will be prompted to send your client an invite to the Client Portal. For more information, refer to the Inviting Clients to Canopy article.
Click Add.
Requesting a Recipients Signature
After adding the signature field, you can send an email request to the person who needs to sign the engagement letter. You will only be able to send a signature request after adding a recipient signature field. For more information, refer to the section above. To get started requesting a signature, click on an Engagement in Canopy.
In the left-hand column, click Letters.
Click on a letter needing a signature.
You can click Create a New Letter to draft a new letter.
For more information, refer to the article.
Click the Signature icon.
Click the Send Request.
If needed, select a Due Date.
If needed, Add a Reminder.
Customize the message that will be sent with your signature request. You can format the text and include numbered or bulleted lists.
Click Send Now.
Click Return to Engagements Dashboard to close the screen.
The recipient of your signing request will receive an email notification.
View ArticleYou can locate specific files or folders in Canopy with ease. This process applies to searching Contact Files, Internal Files, and My Files.
Searching Files in Canopy
Finding Recently Viewed Files
Searching Files in Canopy
To get started, click Files in Canopy.
If needed, click Internal Files or My Files to limit your search to files within those areas.
Type the name of the file or folder you wish to find in the Search your filessearch bar.
Click All Files to expand your search to include all files stored in Canopy.
Click Current Folder to limit your search to include only the folder you are currently searching in.
Select the file or folder that best matches your search.
Double click on a folder to see what files are in it.
Double click on a file to open the preview window.
Finding Recently Viewed Files
You can view a recent history of your viewed files by accessing the Recently Viewed screen. To get started, click Files in Canopy.
Click Recently Viewed.
The Recently Viewed screen will show you files viewed Today, Yesterday, Last 7 days, and other time periods.
Type the name of the file you wish to find in the Search your files search bar.
Select the file or folder that best matches your search.
Double click on a folder to see what files are in it.
View ArticleIn addition to uploading files to a clients contact profile on an individual basis, Canopy enables you to upload files and folders to the Contact Files, Internal Files, and My Files screens. Any type of file can be uploaded to Canopy and previewed. This article will cover four sections:
Uploading to Contact Files in Canopy
Uploading to Internal Files in Canopy
Uploading to My Files in Canopy
Uploading a Folder in Canopy
Canopy supports the following file types:
Microsoft Word files
Excel files
.csv files
PDF files
Uploading to Contact Files in Canopy
In order to upload a file or folder to an already existing contact, you will need to find the contacts folder on the Contact Files screen. Contact Files shows you a complete list of all contact files within Canopy. To get started, click the Files tab in Canopy.
Double click on a contacts folder in Contact Files.
For instructions on how to search for a specific folder, refer to the Locating Files article.
Click Upload in the top right hand corner or simplyDrag and drop files into the main screen.
Select a file from your computer.
Depending on your computers operating system, your upload options may differ.
Your uploaded file will show up on the screen.
Scanning file uploads for viruses
All files in Canopy are scanned for viruses for your safety. The virus scan will happen automatically when you attempt to upload a file to Contact Files, Internal Files, or My Files .
After uploading a file, a pop-up will appear notifying you that virus scanning is in progress.
If a virus is detected in the file you are trying to upload, you will be unable to store that file in Canopy.
Uploading to Internal Files in Canopy
Internal Files are files and folders shared among you and your team only. Clients will not be granted access to these folders. To get started, click the Files tab in Canopy.
Click Internal Files.
Click Uploador simplyDrag and drop files into the main screen.
Select a file from your computer.
Depending on your computers operating system, your upload options may differ.
Your uploaded file will show on the screen.
Uploading to My Files in Canopy
Access to anything loaded to the My Files screen is limited to only you. In order to share files with clients, upload to the Contact Files screen and select a specific contacts folder. To share files with your team members, upload to the Internal Files screen. To get started uploading a file or folder to My Files, click the Files tab in Canopy.
Click My Files.
Click Uploador simplyDrag and drop files into the main screen.
Select a file from your computer.
Depending on your computers operating system, your upload options may differ.
Your uploaded file will show on the screen.
Uploading a Folder in Canopy
Upload an entire folder to Canopy with ease. You can upload a folder to a contacts folder in Canopy, the Internal Files screen, or the My Files screen. In order to upload a folder to Canopy, you will need to first compress the folder in your computer by creating a zip file. To get started uploading, click Files in Canopy.
Select the applicable screen.
Click My Files to upload a folder only accessible to you.
Click Internal Files to upload a folder only accessible to you and your team members.
Double click on a contacts folder on the Contact Files screen to upload a folder accessible to those who have permission to access that clients files.
Click the More Options icon.
Click Upload a folder.
The How to Upload Folders screen includes basic instructions on how to continue the upload process.
Click and drag the zip file folder to the Upload a Folder screen.
The zipped file will load onto the files screen.
Right click the zipped file.
Click Unzip.
The folder will now load normally in Canopy.
Double click the folder to view the files stored in it.
Previewing and saving email attachments in Canopy
You can preview and save files sent to you via email into Canopy without having to download the file to your computer. To get started, click on a Contact that has previously sent an email attachment to you.
Select Communications on the Contact Profile.
Click on the attachment sent to you from the client.
Click on the Save to Canopy Files icon once in Preview mode.
ClickSave hereto save the file to the Contact Profile.
If needed, you can Create a new folder andRename the attachmentby clicking on the folder icon.
Click the Contact Name in the pop-up to navigate to the attachment location in Files.
Alternatively, you can navigate to the attachment by selecting theFilestab on the Contact Profile screen.
If needed, click theDownloadicon.
If needed, click thePrinticon.
View ArticleCanopy Calendar, once synced with your Google or Microsoft calendar, will display your scheduled events and tasks.
Viewing Canopy Calendar
In order to view the calendar in Canopy, you will need to integrate an existing Google or Microsoft account. Once you have synced your calendar, you can view your events in Canopy. To get started, click Calendar in Canopy.
Click Day,Week,Month, or Year in the top left corner of the calendar screen to adjust the calendar view. article
Canopy's calendar defaults to the Day view.
Click the My Canopy Tasks checkbox to remove tasks from your calendar view.
Calendar will default to displaying your tasks in the Tasks bar across the top of your calendar view.
Click any of the applicable options in the Calendars section to add or remove additional calendars from your view.
Calendars displayed in this section are reflected from permissions set in your Google/Microsoft account.
Click the refresh icon to update your calendar.
Click on an event listed in your calendar to open the More Details window.
For more information on creating or editing calendar events, refer to the Managing Calendar Events .
Changing Visible Calendars
You may wish to change what calendars are visible to you in Canopy. Additionally, you can change the colors assigned to each visible calendar in Canopy. To get started, click Calendar in Canopy.
Scroll to the Calendars section.
This section shows you the calendar(s) to which you have been assigned editing rights.
The Other calendars section displays calendars where your permissions are limited to View Only.
These calendar permissions can be adjusted only in your Google/Microsoft account.
Hover over the applicable calendar name.
Click the options icon.
If needed, click Display this only.
Calendar will not display any other calendars you have been granted permissions to edit.
Click on any other calendar to make it visible again.
If needed, click Set as default calendar.
The default calendar is the calendar to which all created events are assigned, unless otherwise selected.
Customize a calendar's assigned color by clicking the color wish to apply to it.
Select any color option in the pop-up window.
Customizing Color Options
Click the add option in the color pop up window.
Slide the selection tool and stop on your preferred color option.
Click Done.
Your customized color option will be added to the existing color options.
View ArticleWith this streamlined process, you can assign a task to a contact and add any number of team members to each task. You can also associate a task with a specific engagement and provide a detailed explanation of what needs to be done in the description field. This article will cover four sections:
Creating a New Task
Navigating the Task Workspace
Potential Errors
Creating a New Task
Permissions and Licenses Required
License: Practice Management
Permissions: None
You can create a task anywhere in Canopy. To get started, click the global +icon.
Click Task. Back to Top
Alternatively, click Contacts in Canopy to create a bulk task for several clients at once.
Creating a Bulk Task
Click the checkboxes in-line with each contact you wish to include on the bulk task.
Click the Bulk Task icon.
Fill out the applicable fields in the Create Bulk Task window.
If finished, click Create Task.
Enter some basic information in the Create Task window.
Fields that must be filled out include:
Task name
Contact
Assignee(s)
Description.
Select an option from the Repeat drop-down.
If selecting any option other than No Repeat, you will be prompted to enter the number of repeats for this task.
Click Select a date in the date field.
If adding a Fixed Date, select a date from the calendar.
ClickAdd fixed date.
If you would like to add a relative date, click Relative Date.
Adding a Relative Date
Type in a number in the text field.
Select a time interval.
Example: Days, Weeks, Months, Years.
Specify if this date is Before or After the event trigger.
Select the event trigger as either Date or Status Change Event from the drop-down menu.
Selecting Status Change Event will trigger the relative date based on when the task changes status.
Two more drop-down menus will load in relation to the selection you make.
After selecting Status Change Event:
Select the Task or Subtask title which will have a change in status.
Select the Status that should trigger this relative date.
After selecting Date:
Select the Task or Subtask title that already has a date associated.
You can also default to selecting the Parent Task.
Click the Select Task Date drop-down to select a date already created within the task.
You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.
Click Add Relative Date.
Click Create and manageto navigate to the Task Workspace.
Click Create and close to save the task and move on to other work in Canopy.
The newly created task will display under theTaskstab in Canopy.
Back to Top
Navigating the Task Workspace
Permissions and Licenses Required
License: Practice Management
Permissions: None
The Task Workspace is where all subtasks, tools, notes, and files will display - allowing for you and your team to collaborate more effectively and efficiently. Canopy will direct you to the task workspace immediately after you have created the task. Alternatively, click Tasks in Canopy to get started.
Select a Task.
The Task Workspace will load once you click on a specific task.
Click the options icon in the top-right corner to edit the task name or status.
Click Edit to update the basic information of the task.
Click Archive to archive the task.
If needed, select a Status from the drop-down menu.
The Progress bar will display the level of task completion accomplished thus far.
If needed, click Add Tool.
If applicable, click Reminder.
Adding a Reminder
Reminders notify you on specified time interval to complete various steps of the task. To get started, click Reminder in the Task Workspace.
Click the Add Reminder field.
Designate the applicable specifications from each drop-down menu.
For example, if you would like to send a weekly reminder from the start date of a task through to completion, select Every, Week, After, and then Start date.
Click Done.
Click Add assignees.
If needed, search for a team member's name.
Select an assignee from the team members listed.
Click Done.
Click Create.
A reminder will be sent to the assignee on the time interval designated.
If applicable, click Date.
Adding Dates
If needed, add more dates such as start dates or custom milestone dates, to a task.
Select a Date type.
If needed, type in a custom date type.
Click Select a date.
Enter either a Fixed or Relative date.
Click Create.
If applicable, click New file to upload a file to Canopy for this task.
Uploading a New File
You can add new or already existing files to a task in Canopy. To upload a new file that has not been uploaded to Canopy previously, get started by clicking New file from the Tools drop-down menu.
Click Upload in the slide-in panel.
Select a file from your computer to upload.
You can drag and drop a file from your computer to the Upload panel.
Click Done.
The uploaded file(s) will display in the Task Workspace.
If applicable, click Existing file.
Adding an Existing File
Add a file that has already been uploaded to Canopy easily through the Tools drop-down menu.
Select a file from the Choose file window.
Click Choose.
If needed, click Add Subtask.
Enter key information in the Add a Subtask window.
Once all applicable fields have been filled out, click Add.
Click the checkbox in-line with a subtask to mark it as complete.
This will trigger a change in the Progress bar in the Task Workspace.
Reordering Subtasks
Reorder subtasks easily after adding them to the Task Workspace. To get started, be sure to have more than one subtask added to your task workspace.
Click the drag handle in-line with the subtask you wish to reorder.
Drag the subtask to reorder it.
Your changes will save automatically.
If applicable, click Add a note.
Adding a Note to a Task
Adding a note to the task will enable your team to include key points of information in an easy-to-find section of the Tasks Workspace. To get started, click Add a note in the Tasks Workspace.
Enter a Note title in the field provided.
Enter your client note.
Utilize any formatting tools to customize your note.
Click Add note.
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Potential Errors
You will not be able to click Create Task unless all fields are correctly filled out.
In some cases, you may see an error message at the bottom of the Create Bulk Task window. Such as:
[team member name] does not have access to every contact
Assigning a Team Member to Contacts from a Bulk Task
If the Assignee has not yet been given access to the contacts included on this bulk task, Canopy will prompt you to assign them right away. You will not be able to create the task until all contacts are assigned.
Click Resolve in the Assignees are Missing Contact Access bar.
Check the Grant access to [number of] contacts checkbox.
To grant access one by one, scroll through the list of contacts and click the X to remove any contacts from the bulk task.
Click Done.
If more than 1 team member needs to be granted access to the contacts listed on this bulk task, click Next.
View ArticleCanopy's billing system simplifies your invoicing and billing processes. Set up billing in Canopy by adding your company information, connecting a Stripe account, and adding new service items. This article will cover two sections:
Adding Company Information
Adding New Service Items to Invoices
Adding Company Information
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
Fill out your companys contact information in your account settings. This information will appear on invoices, receipts, and statements. Start this process by clicking on your account name in the top right corner of Canopy.
Click Account Settings. Back to Top
The Company settings screen will load.
Enter your companys information such as address, phone number, and fax number in the corresponding fields.
Click Submit.
The page will refresh to show your saved changes.
Back to Top
Adding New Service Items to Invoices
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
Service items automatically set the billing rate and other information on invoices. By adding service items for each service your practice offers, you will be able to efficiently invoice your clients for the services rendered. To get started, click on the Billing tab in Canopy.
Click Service Items.
Click Create New Item.
Enter the key details of your new service items such as Name, Code, Description, Rate, and Tax Rate in the Create Service Item window.
Click Save.
Your new service item will display on the Service Items screen.
If you would like to edit existing service items, click on the Billing tab in Canopy.
Editing Service Items
Click Service Items.
Click on the blue Name of a service item.
Update the key details of the service code such as Name, Code, Description, Rate, and Tax Rate in the Edit Service Code window.
Click Save.
If you would like to archive a service item, click on the Billing tab in Canopy.
Archiving Service Codes
Click Service Items.
Click the checkbox in-line with any service codes you wish to archive.
Click the Archive item icon.
The archived service item will no longer show on the active Service Items screen.
If you would like to restore a service item that has been previously archived, click on the Billing tab in Canopy.
Restoring Archived Service Items
Click Service Items.
Click the Options icon.
Click View Archived Items.
On the Archived Service Items screen, click the checkbox in-line with the service item you wish to restore.
Click Move to Active.
View ArticleeSign in Canopy is available for purchase as an add-on to the Practice Management license. This article will cover 5 sections:
Purchasing eSign
Adding KBA
Adding a Client eSignature Field
Adding KBA to an eSignature Field
Sending an eSignature Request
Updating an eSignature Request Task
Potential Errors
Purchasing eSign
Permissions and Licenses Required
License: Practice Management
Permissions: Admin
eSign in Canopy, separate from signature fields in Letters, is available for purchase as an add-on to the Practice Management license. To purchase this add-on, please contact your sales representative.
Adding KBA
KBA (Knowledge-Based Authentication) is an add-on to the e-Sign license that will require clients to further authorize their electronic signature. This type of authentication is required by the IRS for electronic signatures on key forms such as the 8878 or 8879. KBA credits are available for purchase by contacting your account manager.
Back to Top
Adding a Client Signature Field to a File
Permissions and Licenses Required
License: Practice Management and eSign
Permissions: access to contact
Upon purchase of eSign, you will be able to add a signature field from the Contact Profile. Alternatively, you can navigate to the contact's folder under Files in Canopy to add a signature field from that screen. To get started, select a Contact in Canopy.
Click Files. Back to Top
Right-click on a specific file.
Files that are eligible for eSign include:
Microsoft Word files
Excel files
.csv files
PDF files
Some forms require a handwritten signature. Be sure to double-check the signature requirements in your state before sending an eSign request to your client.
Click eSignature Request
Click Recipients.
Drag and drop the Signature field to the expected position on your file in the preview window.
The Initial field and Date field drag and drop the same way.
Be sure the text in the signature field lines up with the area where the signature appears.
Adding KBA to an eSignature Field
Adding KBA (Knowledge-Based Authentication) to your e-Sign request field will require your clients to perform an additional authorization step in order to sign the document electronically. If you have not purchased any KBA credits, the Signer Authentication toggle will not be available to you.
Click the Signer Authentication toggle.
The Authentication box will display the number of assigned credits and how many you have remaining on you Canopy account.
Continue through the e-Sign request process, including:
Editing the RequestTitle.
Adding aDue date.
Refer to the Completing a signature Request section of the Client Portal article to guide your clients through the signing process.
Adding a Practitioner Signature Field
Click My signature.
Drag and drop the Signature field to the expected position on the file preview.
The Initial field and Date field drag and drop the same way.
Be sure the signature field aligns with where you want the signature to appear.
Select a preferred signature style in the pop up window.
Check the checkbox below the signature.
Click Add signature.
If adding an initial or date, click Add initials or Add date.
Select your client from the Who should sign? drop-down menu.
If you have added KBA to this signature field, theauthentication icon will display next to your client's name.
If the client has not been invited to the Client Portal, they will not show in the drop-down menu.
Inviting a Client to the Client Portal from the Signature Field
Click Add client.
If needed, enter your client's email in the Enter the email of a new person field.
If needed, click the Include a personalized message checkbox.
If needed, customize the message.
Click Send Invite.
Note this will only send an invite to the Client Portal. You will still need to send a separate request to your client for their esignature.
Back to Top
Sending an eSignature Request
Permissions and Licenses Required
License: Practice Management and eSign
Permissions: access to contact
After adding the signature field, you will need to send the eSignature request to your client. To get started, you will need to have already added a signature field to a file.
Click Send request on the file preview screen.
If needed, edit the title of the request.
Titles default to eSign request: [File name].
If needed, click the Add a due date field.
Select a date on the pop up calendar.
If needed, click Add a Reminder.
Select the frequency of the reminder from the Every drop-down menu.
Select the duration of the reminder from the For drop-down menu.
Click Add.
If needed, edit the accompanying message.
Click Send now.
Your client will receive an email alerting them to the eSign request.
A window will pop up displaying the options to return to files or View created task.
You will have to select an option to close the pop up window and continue working in Canopy.
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Editing an eSignature Request Task
Permissions and Licenses Required
License: Practice Management and eSign
Permissions: access to contact
Once an eSignature Request has been sent, a corresponding task is created in Canopy. To access the task, you must have sent an esignature request first. To get started View created task in the pop up window on the Esignature Request screen. Alternatively, you can search for the task by clicking Tasks in Canopy.
Click the selected task.
The Edit eSign Request window will open.
Edit fields, such as:
Task name, Contact, Assignees, Due date, orReminder.
The eSign file section will show you how many signers are added to this request as well as how many forms have been signed.
When the client signs the file in the Client Portal, the task will automatically update to a status of Review.
Click View to view your client's completed signature.
Click Update task to save your changes.
Back to Top
Potential Errors
Occasionally, after right-clicking, the eSignature request option is visible but not clickable. If you encounter this error, you can try:
Refresh the screen by clicking the refresh icon in your web browser.
Click on the document to generate a preview. Then, attempt to click eSignature request again.
You may find the signature field has been cut off your final document. If you encounter this error, you can try:
Be sure your document is letter sized and vertically oriented.
If the document is not letter sized,
Sometimes if the auto previewer has failed, you may need to click on the file and view the preview first. Otherwise, refreshing in your web browser will resolve the issue.
It's possible the completed signature will not place correctly. If this happens, you can try:
Archive the task
Resend the eSign request
Be sure to align the signature field so the text is lined up the way you wish the signature to appear.
View ArticleBilling and invoicing dashboards display YTD Revenue, Outstanding Invoices, and amounts outstanding or past due. Navigate to key invoices with ease from either the Billing or Invoices dashboards. This article will introduce you to both dashboards and key billing reports by covering four sections:
Getting to Know the Billing Dashboard
Reviewing the Invoices Dashboard
Navigating the Payments Dashboard
Reviewing Billing Reports
Getting to Know the Billing Dashboard
Permissions and Licenses Required
License: Practice Management
Permissions: Billing
The BillingDashboarddisplays key points of data for you to track totals past due and outstanding invoices. If you are not an admin user, you will need to be granted access to Billing in Canopy. To get started, click the Billing tab. Back to Top
YTD Revenue will show you how much revenue your practice has brought in thus far.
This chart is based on the calendar year: January to December.
Total Past Due displays the total dollar amount of invoiced dollars that are past due.
Total Outstanding displays the total dollar amount of all outstanding invoices.
The Outstanding Invoices chart displays what portions of your outstanding invoices are:
Current
1-30 Days Past Due
31-60 Days Past Due
61-90 Days Past Due
91+ Days Past Due
Recurring Invoices display any recurring invoices set up in Canopy.
Back to Top
Reviewing the Invoices Dashboard
Permissions and Licenses Required
License: Practice Management
Permissions: Billing
The Invoices Dashboard will display the YTD Revenue and Outstanding Invoices charts as well as dollar amounts for total invoices past due and total dollar amount outstanding. To get started, click Billing in Canopy.
ClickInvoices.
YTD Revenue will show you how much revenue your practice has brought in thus far.
This chart is based on the calendar year: January to December.
Total Past Due displays the total dollar amount of invoiced dollars that are past due.
Total Outstanding displays the total dollar amount of all outstanding invoices.
The Outstanding Invoices chart displays what portions of your outstanding invoices are:
Current
1-30 Days Past Due
31-60 Days Past Due
61-90 Days Past Due
91+ Days Past Due
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Navigating the Payments Dashboard
Permissions and Licenses Required
License: Practice Management
Permissions: Billing
The Payments Dashboard will only display for users who have enrolled in Canopy Payments. If you have not enrolled in Canopy Payments, you will will not see these charts. To get started, click Billing in Canopy.
Click Payments.
The Payments Collected and Payment Methods charts default to displaying total payments collected and payment methods used in the last seven days.
If needed, click the drop-down in-line with Payments Collected.
Select the applicable range you wish to see displayed. Select from:
Current week
Last week
Last month
Custom
If needed, enter a specific Start Date and End Date or select them from the calendar provided.
Click Apply.
If needed, filter the dates on another chart on the dashboard.
Click Deposits to view the deposits dashboard.
Refer to this dashboard for more insight into when payments are deposited into your associated account.
Reviewing Billing Reports
Permissions and Licenses Required
License: Practice Management
Permissions: Billing
Billing reports are designed to show you a summary of aged receivables as well as details. To get started reviewing these reports, click Billing in Canopy.
Click Reports.
Select the applicable report option.
Aged Receivables Summary displays a summary of all aged receivables in Canopy.
Aged Receivables Detail displays the specific details by contact.
If needed, click the more options.
Click Export CSV.
View ArticleManaging payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. When connected with Stripe, payments can also be processed through Canopy. This article will cover the process of entering payments into Canopy.
Entering Payments
Permissions and Licenses Required
License: Practice Management
Permissions: Billing and Invoicing
Payments can be entered manually or processed using Canopy Payments. To get started, click the global + icon.
Click Payment. Back to Top
Search for the Contact making the payment.
Select an outstanding balance to which the payment will be applied.
If the contact's account is paid in full, you will not be able to enter a payment.
Click Continue.
Select a Payment method.
Payment options include:
Cash
Check
Credit Card
Debit Card
ACH
Bank Transfer
If you are not enrolled in Canopy Payments, you will only see the Cash, Check, or Other options.
Enter the applicable payment information.
Information fields will vary depending on the payment method you select.
When processing a card payment, be sure to include the Card number, Expiration date, CVV, Name on card, and Billing zip code.
When processing an ACH payment, be sure to include all applicable account information.
If needed, enter a Reference number.
Reference numbers are for internal use only.
Click Continue.
Review the information listed in the Verify and Confirm Payment window.
Click Confirm and pay.
When the checkbox is selected, Canopy will send your contact a receipt for the payment.
If anything is incorrect, click Back to correct the information.
The Payment Submitted window will load once your payment has been entered successfully.
Click Done.
If needed, click Make another payment.
If needed, click the Download icon.
If needed, click the Print icon.
View ArticleThe Notifications Center is the easiest way to get a quick glance at all of the recent interactions between you and you clients and fellow practitioners.
Permissions and Licenses Required
License: Practice Management
Permissions: Billing
Using the Notifications Center, you can get a bird's eye view of interactions for things like billing, emails, client requests, and more. To get started, click on the main drop down menu on the right-hand side of the dashboard and clickNotifications.
The Notifications Center will default to displaying all new notifications across the Canopy platform.
Click on an item in the notifications list to view the specific interaction in the client workspace.
ToMark as read orDelete a notification, click the checkbox in-line with the notification, or clickSelect allto mark all notifications.
Mark as readwill archive the notification in theReadtab.If you selectDelete, you will have an opportunity toUndothe action once. After this opportunity is gone, the notification will be permanently deleted from Canopy.
If you would like to view notifications for a specific type of client interactions, use the left-hand column to filter notifications by a specific section.
View ArticleUsing your IRS e-Services login details, you can pull full transcripts into Canopy and use the powerful reports to quickly view the most relevant details from the transcripts.This article will cover two (2) sections:
Adding the Transcripts Chrome Extension
Pulling a Client Transcript
Adding the Transcripts Chrome Extension
Permissions and Licenses Required
License: Transcripts
Permissions: None
Transcripts in Canopy will process best when requested using the Transcripts extension. This extension will only function in Google Chrome. Additionally, you will need access to your e-Services login information and two-step authentication. Without registering with the IRS for two-factor authentication, you will not be able to complete this process. For more information, refer to the IRS website. To get started, click the Transcripts tab in Canopy.
Click Add. Back to Top
Click Install Extension.
The plugin page will display in a new tab.
Click Add to Chrome.
Click add extension to add this plugin to your Chrome browser.
A pop up window will display when the extension has been successfully added.
Back to Top
Pulling a Client Transcript
Permissions and Licenses Required
License: Transcripts
Permissions: None
In order to request a transcript, you will need to input your e-Services login information and have a Power of Attorney registered with the IRS in advance. Without registering for two-factor authentication with the IRS, you will not be able to complete this process. Additionally, in order to pull a client transcript in Canopy, you will need to add an extension to your Google Chrome browser. Once the extension has been added, click Transcripts in Canopy to get started.
Click Add.
Enter a Contact Name in the slide-in panel.
Fields such as CAF Number or Taxpayer Identification Number may pre-populate.
Click Request IRS transcript.
Canopy will request all transcript types and years for which you have authority. You do not need to specify types or years.
Click Go to IRS e-Services.
You will be redirected to the E-Services login page.
Log into your e-Services account, you will need to enter information such as:
Username
Password
6 digit security code
Security codes sent through the IRS2Go app are acceptable.
For more information about IRS E-Services Security codes, refer to the IRS website.
The organization you are representing.
After a successful login, click Authorize and Pull Transcript in the Complete Transcript Request window.
You will be redirected to Transcripts in Canopy.
It may take several minutes for a transcript to process
View ArticleHere is a list of points to know when syncing your calendar in Canopy.
Whycan'tI create a calendar event in Canopy?
You will not be able to create calendar events if you do not have a Google or Microsoft calendar connected to Canopy.
Create a Google account
Create a Microsoft account
What if Idon'thave a Google or Microsoft account?
Canopys calendar syncs with any Google or Microsoft calendar only. Creating an account with either Google or Microsoft is simple and free. Refer to the links listed above to create an account.
Can I sync more than one email account to Calendar?
You can sync one (1) Google or Microsoft calendar to Canopys calendar at a time.
What happens when I sync my calendar?
Google/Microsoft calendaring is mirrored 100% in Canopy. Upon syncing, events created in your Google/Microsoft calendar will immediately be reflected. Calendaring permissions granted in your Google calendar will be reflected in Canopy.
Will my Google/Microsoft calendar reminders or tasks show in Canopy?
The events created in your google calendar will be mirrored in the Canopy calendar. Reminders and other calendar-specific notifications will display in the original Google/Microsoft calendar only.
Can calendars be shared between my coworkers and clients in Canopy?
Currently, only users with Google accounts will be able to see shared calendars reflected on their Canopy calendars.
View ArticleAssigning Product Licenses
One of the first steps to using Canopy will be to assign the licenses you have purchased. You may even need to assign a license to yourself. This article will cover two sections:
Assigning Product Licenses
Managing Licenses and Credits
Next Steps
Assigning Product Licenses
Permissions and Licenses Required
License: None
Permissions: Admin
Once your team members have been invited to Canopy, you can assign specific licenses to each of them. To get started, click the drop-down arrow in-line with your name in Canopy.
Click Settings. Importing Contacts
Click Licenses & Credits.
Select a team member listed in the Assign licenses section.
Click the checkbox in-line with the license you wish to assign.
Click a filled in checkbox to remove the license access.
If needed, scroll down further to find a team member to manage assigned licenses.
Managing Licenses and Credits
Permissions and Licenses Required
License: None
Permissions: Admin
Once your team members have been invited to Canopy, you can assign specific licenses to each of them. To get started, click the drop-down arrow in-line with your name in Canopy.
Click Settings.
Click Licenses & Credits.
ClickView licenses.
Click on a product name to view how many licenses are available to be assigned.
Additionally, you can view a list of team members who have access to the product already.
Scroll down to view how manycreditsare left on your account.
If needed, call 1-855-616-7305, ext. 1to add licenses and knowledge-based authentication credits.
Next Steps
Well done! You have completed the process for assigning product licenses. Some potential next steps you can consider are:
Updating Canopy Profile
Adding Tags
View ArticleKeeping your information current in Canopy is important. This article will cover four sections:
Updating Your Canopy Profile
Enabling Two Factor Authentication
Resetting a Forgotten Password
Entering Practitioner Details
Updating Your Canopy Profile
Permissions and Licenses Required
License: Any
Permissions: Basic
Updating your Canopy profile information includes updating your username or password. To get started, click the drop-down arrow in-line with your Canopy name.
Click Settings. Back to Top
Type your updated information in the Email field to update your username.
Type your updated password in the Password and Confirm Password fields to update your password.
Your old password will never show on this screen.
View a list of Authorized Devices connected to your account.
Click the x in-line with any device on the list to remove access.
Click Save Changes.
Enabling Two Factor Authentication
Two-factor authentication (2FA) helps tax practitioners who want to reduce the risk of their account being maliciously compromised by offering a second layer of security that drastically increases the difficulty of someone other than the practitioner gaining account access. Canopy supports 2FA with the second factor being your email account.
Once 2FA is enabled, the next time you log in to Canopy youll be emailed a verification link to authenticate your account. After you click on the link, youll have full access to Canopy.
Once 2FA has been enabled Youll also have the option to remember your device for 30 days. You will not need to authenticate each time you log in unless you try to access Canopy from a new or different device within the 30 day window.
To get started, navigate to My Profile in Canopy.
Click theTwo Factor Authenticationcheckbox on the My Profile screen.
ClickSave Changes.
You will see a notification when you have successfully enabled 2FA.
After enabling 2FA, Canopy will send you a verification email upon your next login.
Click the link in your email to navigate directly to Canopy.
If, check the Remember this device for 30 days? box.
Turning Off Two-Factor Authentication
You can switch two-factor authentication (2FA) off by navigating to your profile. To get started, click the drop-down arrow in-line with your Canopy name.
Click My Profile.
Click theTwo Factor Authenticationcheckbox.
ClickSave Changes.
Once 2FA is turned off, you will not be prompted to authenticate your identity when you log in.
Resetting a Forgotten Password
Permissions and Licenses Required
License: Any
Permissions: Basic
If at any time, you forget your Canopy password, you can reset it with ease. To get started, navigate to the Canopy login screen.
Click Forgot your password?
Type in your Email in the field provided.
Check theI'mnot a Robot recaptcha box.
Click Reset password.
An email will be sent to the email address you provided.
You will be prompted to enter a new password through the email you receive.
Entering Practitioner Details
Permissions and Licenses Required
License: Any
Permissions: Basic
Occasionally you will need to add your practitioner information to a form. Save your information in Canopy so it displays correctly every time. To get started, click the drop-down arrow in-line with your name in Canopy.
Click Settings.
Click Edit Practitioner Details.
Edit any fields that need updating.
Examples include:
CAF Number
PTIN
Licence/Enrollment #
Click Save Changes.
Your changes will display on the Practitioner Details screen.
ClickBack to Profile to leave thePractitioner Details screen.
All of your personal representative information can now be added to Form 2848 and 656.
View ArticleInstead of writing the same email a dozen times in a day, save the text of the email as a template. Save email templates from your account settings or from a drafted email.This article will cover three (3) sections:
Saving Email Templates
Using Email Templates
Next Steps
Saving Email Templates
Permissions and Licenses Required
License: Permissions
Permissions: Admin
You can save an email template from your account settings or when composing an email. Start this process by clicking the drop-down arrow in-line with your Canopy username in the top right corner. Please note that while any user can access previously createdTeamemail templates, only the creator or admin users can edit existing templates.
Click Account Settings. Back to Top
ClickTemplates.
Click Email.
Click Add Template on the Email Templates screen.
The email will open in a pop up window.
Enter a title for your email template in the text field at the top of the window.
Type in a Subject and start typing your email template in the space provided.
You can use the Insert Text icon to insert text fields such as First or Business Name, Last Name, Primary Phone Number.
Toggle the Visibility switch to green to make the template visible to all team members.
Leaving the switch toggled to gray will keep the template visible to only you.
Click Create Template.
The email pop up window will close and your saved template will be visible on the Email Templates screen.
From a Single Send Email
You can save any email you are drafting as an email template. To get started, click on a Contact in Canopy.
Click the Communication tab in the Contact Profile.
Click New in the top, right corner of the Communications screen.
Compose your email by typing in a Subject and entering your email in the Start typing your email field.
Click the Templates icon.
Click Save as template.
Enter a Template Name.
Toggle the Visibility switch to green to make the template visible to all team members.
Leaving the switch toggled to gray will keep the template visible to only you.
Click Save
A notification will pop up letting you know the template has been saved.
From a Bulk Email
To get started, click the checkbox in-line with each contact you wish to include on the bulk email.
Click the Send Email icon.
Compose your email by typing in a Subject and entering your email in the Start typing your email field.
Click theTemplates icon.
ClickSave as Template.
Enter a Template Name.
Toggle the Visibility switch to green to make the template visible to all team members.
Leaving the switch toggled to gray will keep the template visible to only you.
Click Save.
A notification will pop up letting you know the template has been saved.
Back to Top
Using Email Templates
Permissions and Licenses Required
License: Permissions
Permissions: None
Utilize email templates when sending single or bulk emails. To get started using an email template for a single email, click thecontact you wish to email.
Click theCommunication tab.
ClickNew.
On the New Email screen,click theTemplates icon.
To use a team email template, clickTeam.
To use a private email template, available only to you, clickPrivate.
Select the applicable template.
ClickReplace contents to use the template and overwrite anything you may have already written in the email window.
Click Send Email.
Sending Bulk Emails with a Template
Start this process by clicking the checkboxes in-line with each contact you wish to include on the bulk email.
Click the Send Email icon.
In the New Email window, click the Templates icon.
To use a team email template, clickTeam.
To use a private email template, available only to you, clickPrivate.
Select the applicable template.
ClickReplace contents to use the template and overwrite anything you may have already written in the email window.
Click Send Email.
Next Steps
You have completed the process for saving and using email templates. Some potential next steps you can consider are:
Sending an Email
Sending Bulk Emails
View ArticleImporting contacts into Canopy requires using a csv file with specific headings.
Using Contact Import Templates
Use the templates attached to this article to make sure your csv file has all the correct headings and details. This will make for a seamless import process.Please note that while any user can access previously created contact importtemplates, only the creator or admin users can edit existing templates.
Click on the Canopy_Import_Template_Criteria file.
This file will instruct you on what details to include for each column heading. For example: For the Contact Owner column, you will need to be sure you enter a valid team member email. Importing Contacts to Canopy
Click on the Canopy_Import_Examples file.
This file will show you an example entry for a contact import csv.
Click on the Canopy_Import_Template file to copy the column headings in your own spreadsheet while preparing for a contact import.
Once you have a csv file exported of your contacts and you have customized it to fit the provided templates, refer to the article.
View ArticleUsing task templates will save you valuable time and make creating tasks for your clients more efficient. You will only be able to access tasks and task templates if you have the Practice Management license. This article will cover two 2 sections:
Creating Task Templates
Using Task Templates
Creating Task Templates
Permissions and Licenses Required
License: Practice Management
Permissions: Basic
You can create and save task templates from your Account Settings. Please note that while any user can access previously createdTasktemplates, only the creator or admin users can edit existing templates.
To get started, click the drop-down arrow in-line with your Canopy username.
Click Account Settings. Back to Top
ClickTemplates.
Click Create New on the Task Templates screen.
Toggle the Template Privacy switch to set your privacy preferences.
Setting Template Privacy to gray will make the template visible to only you.
Setting Template Privacy to green will make the template visible to you and all team members.
Type in a Template Name and Template Description in the fields provided.
To save assigning any team members until the task template is utilized, make sure Select assignee(s) when template is applied is set to green.
To select an assignee, toggle the switch to gray.
Click the Add Assignee field to select team members to assign.
ClickDone to add the assignee(s).
If needed, Click Add Date.
Adding a Fixed Date
Select a Date Type from the drop-down menu.
Click the Date field.
Click Fixed Date.
Click Add.
Dates, reminders, and subtasks added to a Task Template will display in timeline form in the left panel of the screen.
If you wish to add a relative date, click Relative Date in the Date field.
Adding a Relative Date
Click the Date field.
Be sure theRelative Date window is displayed.
Type in a number in the text field.
Select a time interval.
Example: Days, Weeks, Months, Years.
Specify if this date is Before or After the event trigger.
Select the event trigger as either Date or Status Change Event from the drop-down menu.
Selecting Status Change Event will trigger the relative date based on when the task changes status.
Two more drop-down menus will load in relation to the selection you make.
After selecting Status Change Event:
Select the Task or Subtask title which will have a change in status.
Select the Status that should trigger this relative date.
After selecting Date:
Select the Task or Subtask title that already has a date associated.
You can also default to selecting the Parent Task.
Click the Select Task Date drop-down to select a date already created within the task.
You can also click Date Task is Created if you wish to measure a due date or start date from the time the task was initially created in Canopy.
Click Add Relative Date.
Click Add.
If needed, click Add Reminder.
You can only add a reminder if a Date has already been set up.
Adding a Reminder
Togglethis switch grayto add team members to the reminder.
Click the When field.
Specify when you would like the assignee to receive the reminder by selecting the applicable options from the drop-down menus.
ClickDone to add this to your reminder.
ToggleSelect Assignee(s) when template is appliedtogreento delayselecting any assignees until the template is utilized.
If needed, clickLink file.
Adding Files to Task Templates
If applicable, clickUpload New.
Drag and drop a file from your computer to the slide-in File Inbox panel.
ClickChange Upload Location to determine where the file will be stored.
Select the applicable folder in either My Files or Internal Files.
Drag and drop the file from the File Inbox to the applicable folder.
ClickLink to Task.
If applicable, click Choose from Canopy Files to add a file already stored in Canopy.
Select the applicable option betweenMy Files,Internal Files, andContact Files.
Select the file you wish to add to the task.
The selected file will highlight in blue.
ClickChoose.
Click Save or Save as Draft to save your changes.
If needed, click Add Subtask.
Adding a Subtask
To select an assignee, toggle the switch to gray.
Click the Add Assignee field to select team members to assign.
Type in a Subtask Name and Subtask Description.
To save assigning any team members until the task template is utilized, make sure Select assignee(s) when template is applied is set to green.
If needed, click Add Date to add a date.
If needed, click Add Reminder to add a reminder to the subtask.
Click Save.
To come back to this template later, click Save as draft.
Once saved, the Task Template will appear in the Task Templates folder in My Profile.
Back to Top
Using Task Templates
Permissions and Licenses Required
License: Practice Management
Permissions: Basic
Once you have saved a task template, you can utilize the template from the Create a Task window. To get started, click the Green Plus icon in the top right hand corner of Canopy.
ClickTask.
ClickTemplatein the Create Task modal.
If needed, search for the task template you wish to use in the Task Template field.
Select the applicable template.
Click Applyto use the selected task template.
If needed, add aContact to the task.
If needed, select anEngagement to associate with this task.
If needed, add dates or assignee(s).
If needed, set the task toRepeat for a certain time interval.
Tasks can be set to repeat every:
Day
Week
Month
Year
Click Create and manage to navigate to the Task Workspace.
ClickCreate and close to save the task and move on to other work in Canopy.
For more information on the Task Workspace, refer to the Managing Tasks in Canopy article.
View ArticleNotices Glossary
Glossary of Notices offered at Canopy
Permissions and Licenses Required
License: Notices
Permissions:
To edit: Admin
To use: None
Below are the notices currently offered by Canopy. If needed, you can use a keyboard shortcut to search for a specific notice. PC users can click Ctrl+F(Command+F for Mac users).
Federal Notices
State Notices
Federal Notices
Notice Number
Notice Name
Description
CP080
Notice CP80
The IRS credited payments and/or other credits to your client's tax account for the tax period shown on your client's notice but has not received a tax return.
CP11
Notice CP80
Your client filed a tax return with the IRS. While processing this return, the IRS found an error in it and made a change. your client owes additional taxes because of these changes. The IRS mailed a CP11 notice to your client to inform them of the taxes now due as a result of the adjustment made.
CP12
Notice CP12
Your client filed a tax return with the IRS. While processing this return, the IRS found an error in it and made a change. As a result of this adjustment, your client is now due a refund or the amount of the refund has changed.
CP14
Notice CP14
The IRS sent your client this notice because your client owes money on unpaid taxes.
CP162
Notice CP162
Your client was required to file an S Corporation (Form 1120-S) or partnership (Form 1065) return. The return was filed late, filed incomplete, or it was not filed electronically, as required. As a result, the IRS is assessing a penalty which remains outstanding.
CP180
Notice CP180
Your client filed a tax return with the IRS. When processing the return, the IRS determined the tax return was missing a schedule or form. The IRS mailed this notice to your client to request the missing schedule or form.
CP181
Notice CP181
Your client filed a tax return with the IRS. When processing the return, the IRS determined the tax return was missing a schedule or form. The IRS mailed this notice to your client to request the missing schedule or form.
CP2000
Notice CP2000
The income or payment information the IRS has on file doesn't match the information your client reported on their tax return. This discrepancy may cause an increase or decrease in your client's tax, or may not change it at all.
CP2501
Notice CP2501
your client filed a tax return with the IRS. However, the IRS received information from third parties that was not reported on the tax return. Due to this discrepancy, the IRS has sent a CP2501 notice to your client requesting an explanation regarding the discrepancy.
CP297C
Notice CP297C
your client is a Federal contractor and has an unpaid Federal tax liability. The IRS sent multiple notices requesting payment but your client neglected or refused to pay the tax or respond to the IRS (or never received the notices).
CP501
Notice CP501
your client has a balance due (money owed to the IRS) on one of their tax accounts.
CP503
Notice CP503
The IRS has not received a response from your client and there is still an unpaid balance on one of their tax accounts.
CP504
Notice CP504
your client has an unpaid amount due on your client account. If your client does not pay the amount due immediately, the IRS will seize (levy) your client's state income tax refund and apply it to pay the amount they owe.
CP504B
Notice CP504B
your client has an unpaid amount due on their account. If the amount due is not paid immediately, the IRS will seize (levy) certain property or rights to property and apply it to pay the amount your client owes.
CP523
Notice CP523
your client filed a tax return with the IRS (or the IRS prepared a return on your clients behalf) without paying in full all taxes, interest, and penalties owed. your client established an installment agreement with the IRS to cover the amount due but has defaulted on the agreement. The IRS intends to terminate the installment agreement and take collection action if payment is not made (or other appropriate action is not taken) within 30 days of the date of the letter.
CP80
Notice CP80
The IRS credited payments and/or other credits to your client's tax account for the tax period shown on their notice without receiving your client's tax return.
CP90
Notice CP90
your client is a Federal contractor and has an unpaid Federal tax liability. The IRS sent multiple notices requesting payment but your client neglected or refused to pay the tax or respond to the IRS (or never received the notices).
CP91
Notice CP91
The purpose of the CP91 letter is to notify your client of the IRSs intent to levy up to 15% of their social security benefits for unpaid taxes. The IRS must generally send a CP91 notice at least 30 days before it can pursue levy action.
CP92
Notice CP92
your client has an unpaid federal tax liability. The IRS sent multiple notices requesting payment but your client neglected or refused to pay the tax (or never received the notices).
Generic
Generic Notice Template
Generic template the came be used for notices not listed above.
LT11
Letter 1058
This letter notifies your client of their unpaid taxes and that the IRS intends to levy in order to collect the amount owed.
LT2030
Letter 2030
your client filed a tax return with the IRS. When processing the return, the IRS tried to match the income, deductions and credits reported by your client on the tax return with the information the IRS has on file (generally reported by 3 rd parties such as financial institutions, businesses, etc) and noticed theydon'tmatch.
LT2531
Letter 2531
your client filed a tax return with the IRS. When processing the return, the IRS tried to match the income, deductions and credits reported by your client on the tax return with the information the IRS has on file (generally reported by third parties such as financial institutions, businesses, etc) and noticed theydon'tmatch.
CP160
Reminder of Balance Due
your client filed a business return which resulted in a balance due. Based upon the financial status of the business, your client was placed into a deferred status regarding the payment of taxes owed. The IRS sent a CP160 as an annual reminder notice of the total unpaid balance on the account.
CP23
Estimated Tax Discrepancy
your client made estimated tax payments during the year. After your client filed the tax return, the IRS compared the estimated tax payments on record with the payments claimed on the return. There was a variance and the IRS made changes to the return to reflect the amount listed in their records. This change resulted in a balance due and owing. The notice was sent to your client to notify them of the difference, the changes made by the IRS, and that there is now a balance owed.
CP297
Final Notice of Intent to Levy
your client filed a tax return with the IRS without paying all taxes, interest, and penalties in full. The IRS sent notices requesting payment but your client neglected or refused to pay the tax. The purpose of the 1058 letter is to explain your clients Collection Due Process appeal rights. It is also meant to warn your client that failure to respond to the notice may result in imminent enforcement including seizure of their property or rights to property or the filing of a Notice of Federal Tax Lien.
CP297A
A Levy Has Been Issued
your client is a Federal contractor and has an unpaid Federal tax liability. The IRS sent multiple notices requesting payment, but has not received payment or response. The purpose of the CP297A notice is to notify your client that the IRS has levied your clients assets for unpaid taxes.
Letter 4464C
Financial Notice of Intent to Levy
your client filed a tax return and now it is under review. This is not an audit notice. The review is part of a normal revenue protection program by the IRS. The IRS selects returns for review using various methods which include random sampling, computerized screening, and comparison of information received by the IRS such as Forms W-2 and 1099.
Letter 4987C
Requesting Spouse Preliminary Determination
your client filed an innocent spouse request as a requesting spouse (RS). This request was seeking relief from joint and several liability or relief from application of community property laws, also known as innocent spouse relief. The notice 4987-C advises your client that the claim was partially granted.
Letter 4988C
Requesting Spouse Preliminary Determination
your client filed an innocent spouse request as a requesting spouse (RS) seeking relief from joint liability or relief from community property laws, also known as innocent spouse relief. The notice 4988-C advises your client that the claim was fully disallowed because the requesting spouse did not meet all the qualifications for granting innocent spouse relief.
CP01B
Potential Identity Theft
The IRS is notifying your client that their return will not be processed until the person filing the return has verified his or identity with the IRS. The notice was sent because your client's return was flagged with a potential for identity theft based on IRS models and markers.
CP01H
Identity Theft Lock, We are unable to Process Tax Return
The IRS is notifying your client that a tax return has been submitted by your client containing a primary or secondary social security number which the IRS shows as belonging to a deceased individual. The Social Security Administration has reported to the IRS that this individual died prior to the tax year being submitted. Because of the potential for identity theft, your client's account has been locked.
CP14H
SRP Balance Due
IRS records show that your client has an unpaid shared responsibility payment. This payment is owed when a taxpayer fails to maintain minimum essential health coverage for themselves or their dependents. Taxpayers may be eligible for an exemption from this payment.
CP14I
IRA Balance Due with No Math Error
The IRS is assessing tax on items not reported on the original return, such as:
Failure to withdraw a Required Minimum Distribution (RMD). The IRS assesses an excise tax of 50% on any RMD that is not taken timely. Exceeding the maximum contribution to a tax-sheltered account.
The IRS will assess additional tax and penalties every year until the excess contribution is corrected.
If the full amount due is not paid by the stated date, interest and penalties will accrue. Penalties may be abated in certain circumstances
CP161
Request for Payment
your client received this notice because the IRS believes your client has an unpaid balance due on a business tax return such as Form 1120 or Form 941. This balance due can consist of tax, interest and/or penalties.
CP21A
Data Processing Adjustment Notice
After filing the tax return, the client sent additional information to the IRS. The additional information resulted in additional tax due. The IRS sent notice CP21A to show the amount due and the due date to avoid additional penalties and interest.
CP21E
Changes Made to Tax Return
When the IRS audited your client, the IRS made changes to the tax return that resulted in a balance due. The notice should include a detail of the changes made. If your client has relevant information the IRS has not yet considered, the client can ask for reconsideration.
CP22A
Changes Made to Tax Return
your client filed a tax return that contained an error. The client contacted the IRS with updated information. The information caused the tax return to be recalculated and resulted in a balance owed.
CP22E
Changes Made to Tax Return
An Auditor made changes to your client's tax return and sent CP22E to notify they of the changes made and the balance owed.
CP22I
Changes Made to Tax Return
your client made either an excess contribution to or an early withdrawal from an IRA account. The IRS has calculated the penalty and balance owed for the transaction.
CP3219A
Notice of Deficiency (Individual Taxpayers)
your client received this notice because the IRS has determined that there is an increase or decrease in income tax for the tax year on the notice. This increase or decrease resulted from information received from 3rd parties, such as employers, banks, mortgage companies, etc.
CP3219B
Statutory Notice of Deficiency (Business Taxpayers)
your client received this notice because the IRS has determined that there is an increase in income tax for the tax year on the notice. This increase resulted from information received from 3rd parties, such as a payer or bank.
CP3219N
Notice of Deficiency-Failure to File
your client received this notice because the IRS did not receive their tax return for the tax year shown on the notice. your client may have received one or more notices prior to this requesting that a tax return be filed.
CP39
Overpayment Applied to Balance Due-Secondary SSN
The IRS has offset a refund from a return where your client's spouse or former spouse is listed as the primary taxpayer, and applied it to your client's tax debt. There may still be a balance due.
CP42
Refund Applied to Secondary Social Security Number
The IRS has offset a refund from a return where your client is listed as the primary taxpayer and applied it to the secondary taxpayer's tax debt. There may still be a balance due.
CP49
Overpaid Tax Applied to Other Taxes You Owe
The IRS has offset a refund from your client return to a balance owed from a previous tax year. There may still be a balance due.
CP71
Reminder of Overdue Taxes
The IRS is reminding your client of a balance due on their account, which is in a 'deferred' status. This is a required annual statement showing the balance due.
CP71A
Reminder of Balance Due
The IRS is reminding your client of a balance due on their account, which is in a 'currently not collectible' status. This is a required annual statement showing the balance due.
CP71C
Reminder Notice of Balance Due
The IRS is reminding your client of a balance due on their account. Your client has not previously made arrangements on this balance. This is a required annual statement showing the balance due.
CP71D
Reminder Notice of Balance Due
The IRS is reminding your client of a balance due on their account. Your client has not previously made arrangements on this balance. This is a required annual statement showing the balance due.
CP71H
Shared Responsibility Payment (SRP) Balance Due
The IRS is reminding your client of an unpaid shared responsibility payment on your client's account. This payment is owed when a taxpayer fails to maintain minimum essential health coverage for themselves or their dependents. your client has not previously made arrangements on this balance. This is a required annual statement showing the balance due.
Letter 3573
Income Tax Examination
Your client is receiving this notice because the IRS will be auditing their tax return. This notice gives the time and place of the examination.
Letter 5035
IRDM Informational
Your client received this notice because the IRS believes that gross receipts may be under reported. For your client's type of business, the IRS expects a higher percentage of gross receipts from cash. With this notice, the IRS is asking your client to verify the 1099-K information that was reported to the IRS by credit card merchants and/or third party networks.
Letter 5036
IRDM Amended Return
Your client received this notice because the IRS believes that gross receipts may be under reported. For your client's type of business, the IRS expects a higher percentage of gross receipts from cash and checks. With this notice, the IRS is asking your client to verify the 1099-K information that was reported to the IRS by credit card merchants and/or third party networks.
Letter 5039
IRDM Worksheet Initial Contact
Your client received this notice because the IRS believes that gross receipts may be under reported. For your client's type of business, the IRS expects a higher percentage of gross receipts from cash and checks. With this notice, the IRS is asking your client to verify the 1099-K information that was reported to the IRS by credit card merchants and/or third party networks.
CP09
EIC Entitlement (Dependent Children)
Your client received this notice because they may qualify for the Earned Income Credit due to having dependent children, but did not claim it on their tax return. The Earned income Credit may result in a refund for your client.
CP102
Math Error, Balance Due
The IRS is adjusting your client's return due to a miscalculation. After these adjustments, there is a balance due. This letter is specific to employer tax returns (Forms 941, 941-SS, 943, & 945).
CP10A
EIC Math Error
Your client received this notice because the IRS found a miscalculation involving their Earned Income Credit. This miscalculation affected the amount of your client's refund which was applied to estimated taxes for next year.
CP11A
EIC Miscalculation, Balance Due
Your client received this notice because the IRS found a miscalculation involving their Earned Income Credit. This miscalculation resulted in an additional tax balance due.
CP12A
EIC Overpayment
Your client received this notice because the IRS found a math error involving their Earned Income Credit. This error resulted in a refund or a larger refund amount.
CP152
Tax Exempt bond Acknowledgement
Your client filed a Form 8038 series return for tax exempt bonds. The IRS sent this notice to acknowledge its receipt.
CP19
Unallowable items Notice
The IRS has disallowed deduction(s) and/or credit(s) on your client's return, which results in a balance due. If the full amount due is not paid by the stated date, additional interest and penalties will accrue. Penalties may be abated in certain circumstances.
CP20
Audit/Unallowable Items Notice
The IRS has disallowed deduction(s) and/or credit(s) on the taxpayers return and reduced the taxpayers refund.
CP2100
Missing and/or Incorrect Payee Names/TINs
Your client filed more than 50 forms 1099 with an invalid or missing taxpayer identification number (TIN).
CP2100A
Missing and/or Incorrect Payee Names/TINs
Your client filed less than 50 forms 1099 with an invalid or missing taxpayer identification number (TIN).
CP259G
Request for Information about Form 1120-POL (1st notice)
Your client received this notice because their political or exempt organization has a filing requirement for the tax year shown. The IRS did not receive form 1120-POL, U.S. Tax Return for Certain Political Organizations, for the year specified from your client. This notice is sent as a first request for your client to file the required return.
CP27
Potential Earned Income Credit (Taxpayer)
Your client received this notice because although her or she does not have qualifying children, they may qualify for the Earned Income Credit based on age and income.
CP298
Final Notice of Intent to Levy
The IRS sent this as the final notice prior to filing a levy against 15% of your client's Social Security benefits. This notice is sent when your client has unpaid employment taxes under either their Social Security number (prior to 1/1/2009) or business entity's employer identification number (after 1/1/2009), depending on the year with unpaid taxes.
CP54B
Different Name/ID on Tax Return
This notice alerts your client that the refund is being withheld until the issue is resolved. The primary SSN listed on the return does not match the information the IRS received from the Social Security Administration.
CP54E
Different Name/ID on Tax Return
Your client sent an estimated tax payment (ETP) to the IRS. The identifying information does not match the information the IRS received from the Social Security Administration.
CP54G
Different Name/ID on Tax Return
Your client filed a tax return that resulted in a zero balance or a balance owed. The primary SSN listed on the return does not match the information the IRS received from the Social Security Administration.
CP54Q
Different Name/ID on Tax Return
This notice is sent after one year passes with no response to the Notice CP54B sent to your client.
CP58
Notice of Spouse's Missing Social Security Number
Your client filed a tax return as either Married Filing Jointly or Married Filing Separate. The spouse's social security number is missing, illegible or invalid. CP58 was sent to notify your client of the problem and how to resolve it.
CP87B
Someone Else Has Claimed an Exemption For You
Your client claimed their own exemption on a Form 1040. Someone else has filed a return claiming your client as a dependent.
CP87C
Duplicate Dependent Filed Return
Your client filed a tax return claiming the exemption for a dependent who claimed their own exemption on their own return.
CP87D
Duplicate Dependent Filed a Joint Return
A dependent your client claimed as an exemption on their tax return has filed a joint return with their spouse claiming their own exemption.
Form 14420
Verification of Reported Income
Form 14420 was sent to your client to request verification of income that was reported to the IRS. This Form is sent along with Letter 5039 to inform your client that gross receipts may be under reported. For your client's type of business, the IRS expects a higher percentage of gross receipts from cash and checks. Form 14420 will explain to the IRS why card payments may be higher than expected.
Letter 105C
Notice of Claim Disallowance
Your client received this notice because the IRS is refusing their claim. This notice is a full denial that occurs for many different reasons. The most common reasons are:
Overdue tax return (refund past the 3 year statue of limitations)
Failure to provide sufficient proof to justify deductions
Letter 106C
Notice of Partial Claim Disallowance
Your client received this notice because the IRS is partially disallowing their claim. This notice is a partial denial that occurs for many reasons, including:
Overdue tax return (refund past the 3 year statute of limitations)
Failure to provide sufficient proof to justify deductions
Audit reconsideration
A fraudulent request
Problems with deductions such as a net operating loss carryback, First Time Homebuyers Credit, Foreign Income Exclusion or an insurance settlement to be excluded from income
Letter 131C
Information Insufficient or Incomplete for Processing Inquiry
Your client received this notice because the IRS has received information from your client which is insufficient or incomplete. This information was originally requested by the IRS, but the information they received was not sufficient. This notice requests that your client submit additional information and/or documentation.
Letter 1363
Notification of Partial Claim Disallowance
Your client is receiving this notice because an IRS Appeals Officer has disallowed part of your client's claim for credit or refund. It is issued after your client appealed an IRS decision.
Letter 1364
Notification of Full Claim Disallowance
Your client is receiving this notice because an IRS Appeals Officer has fully disallowed all of your client's claim for credit or refund. It is issued after your client appealed an IRS decision.
Letter 2625C
Request for Additional Information
Your client was sent this notice to clarify W-2 or 1099 income for an employee/payee. This employee/payee is being examined by the IRS, and the IRS is in the process of gathering all records of income earned by the individual.
Letter 2626C
Request for Additional Information
Letter 2626C is a follow-up letter used throughout under reporter case processing. It can be issued for several different reasons:
When received after Notice CP2000 or CP2501, it is used to gather additional information from the taxpayer or to grant extensions. The taxpayer has 30 days to respond. If received after a Statutory Notice of Deficiency, it does not extend the 90 day period the taxpayer has to petition the tax court.
It can be issued to notify your client that the case has been closed and the return was accepted as filed.
Alternatively, it can answer questions asked in the taxpayer's last correspondence.
Letter 3727
EIC Denial
Your client received this notice because the IRS has determined that the Earned Income Credit will not be allowed.
Letter 4883C
Integrity and Verification (Potential Identity Theft)
Your client received this notice because the IRS needs additional information to verify their identity before they can continue to process the tax return. During processing, the IRS determined that the return had a potential for identity theft. The return will not be processed further until the person who filed the return validates their identity.
Letter 565
Acknowledge and Request Additional Information
Your client was sent this notice to acknowledge receipt of documents and request additional information.
Letter 569
Disallowance for Claim of Refund or Credit
Your client received this notice after an IRS examination. The notice alerts them that a request for refund is being partially or fully denied. The reason for the denial is explained in the notice or in the enclosed examination report.
Letter 99C
Notice of Employment Tax Problem
Your client received Letter 99C because there is a discrepancy between amounts reported on their employment tax returns and amounts reported on information returns.
LP61
Additional Information Required
Your client is receiving this notice because they have an employee with a federal tax matter. The IRS sent this notice to your client to request the information listed on the response form for the individual named on the notice.
Letter 3338C
Audit Reconsideration Acknowledgment Letter
The IRS is requesting additional information regarding a request to reconsider an adjustment made to the your client's return(s).
Letter 3457
Notice of Beginning of Partnership Audit
The IRS is notifying the taxpayer that a partnership return for which the taxpayer is a partner is being audited.
Letter 3540A
Proposal to Add Alimony Income, Request for Additional Info
Your client filed a tax return that did not include alimony income. Another taxpayer claimed the alimony deduction on their tax return and reported your client's SSN as the recipient. The IRS sent Letter 3540 to notify your client the IRS has proposed an adjustment to income and tax owed.
CP425
Form 990 is Overdue
Your client received this notice because their exempt organization has a Form 990 filing requirement. The IRS did not receive Form 990 for the year specified. Previously, your client was sent CP259A as a 1st request. This notice is sent as a second request for your client to file the required return.
CP427
Presumptive Form 990-PF is Overdue
Your client received this notice because their presumptive private foundation, or nonexempt charitable trust treated as a private foundation, has a presumptive Form 990-PF (Return of Private Foundation) filing requirement for the tax year shown. The IRS did not receive a presumptive Form 990-PF for the year specified. This notice is sent as a second request for your client to file the required return.
CP428
Form 990-T is Overdue
Your client received this notice because their exempt organization has a Form 990-T filing requirement for the tax year shown. The IRS did not receive Form 990-T for the year specified. Previously, your client was sent CP259D as a 1st request, and the IRS did not receive a response. This notice is sent as a second request for your client to file the required return.
CP430
Form 1120-POL is Overdue
Your client received this notice because their political organization or exempt organization has a Form 1120-POL (U.S. Tax Return for Certain Political Organizations) filing requirement for the tax year shown. The IRS did not receive Form 1120-POL for the year specified. Previously, your client was sent CP259G as a 1st request, and the IRS did not receive a response. This notice is sent as a second request for your client to file the required return.
Letter 3897
Employee Assistance to the Form SS-8 Group
Your client received this notice to request they complete the attached Form SS-8 for the worker named on the notice. This worker was hired by your client as an independent contractor, but the worker believes they should be classified as an employee.
LT4989
You did Not Submit form 8867
This notice is sent to advise you, the tax preparer, that Form 8867 must be attached to each return claiming Earned Income Tax Credit. For the tax year on the notice, you did not attach Form 8867 to one or more client returns claiming EITC.
CP426
Form 990-PF is Overdue
Your client received this notice because their private foundation, or nonexempt charitable trust treated as a private foundation, has a Form 990-PF filing requirement for the tax year shown. The IRS did not receive Form 990-PF for the year specified. Previously, your client was sent CP259B as a 1st request, and the IRS did not receive a response. This notice is sent as a second request for your client to file the required return.
CP57
Notice of Insufficient Funds
Your client received this notice because their bank did not honor an automatic bank draft payment for an IRS installment agreement due to insufficient funds
CP259H
Didn't File a Form 990/990-EZ
Your client received this notice because their tax exempt organization has a Form 990/990-EZ filing requirement for the tax year shown. The IRS did not receive Form 990/990-EZ for the year specified.
CP75A
Exam Initial Contact Letter
Your client received this notice because the IRS is auditing their tax return. Specifically, documentation is needed to verify Earned Income Tax Credit (EITC), dependent exemption(s), and/or filing status claimed.
CP87A
Qualifying Child was Claimed on Another Return
Your client received this notice because another taxpayer claimed a dependent or qualifying child with the same social security number as a dependent or qualifying child on your client's tax return.
Letter 2202
DO Firm Set Appointment Letter
Your client received this notice to confirm their initial audit appointment. Previously, your clients tax return was selected for audit and an audit appointment was set up with the IRS. This notice confirms the date, time, and place of the appointment.
Letter 2205
Initial Contact Letter
The notice may indicate what areas are being audited, or Form 4564 or Form 886-A may be included to outline what is needed. If not, the agent will be able to explain the items under examination and the documentation needed.
Letter 3572
SBSE Office Examination Call-back Appointment
Your client received this notice because they have a small business/self employed tax return that has been selected for audit. Your client is asked to contact the IRS to set up an initial audit appointment.
CP566
Additional Information for ITIN
The IRS sends CP566 to request additional information on your client's application for an individual taxpayer identification number (ITIN).
Letter 5821
Renew Your ITIN
The IRS sends Letter 5821 to instruct your client to renew their Individual Taxpayer Identification Number (ITIN) if they will be filing a U.S. tax return.
LP59
Client Has Not Responded to Levy
LP59 is sent to an employer who has not responded to the IRS' Notice of Levy. The letter explains the penalties which may be assessed for failure to comply with the levy.
CP13
Changes to Tax Return
The IRS has made changes to your client's tax return that resulted in a zero balance. These changes are often due to math errors or disallowed credits. The IRS sent CP13 to inform your client of the reason for the change and that no payment or refund will result.
CP22
Adjustment to tax return
An adjustment was made to the tax return your client filed due to an examination or a data processing adjustment. The IRS sent CP22 to explain the reason for the adjustment and to inform your client of the balance now due.
CP12M
Overpayment
Your client filed a Form 1040 and claimed the Marking Work Pay credit or the Government Retiree Credit. The IRS made a change in the calculation of the tax credits, resulting in a refund due to your client. The IRS sent CP12M to notify your client of these changes and the corrected refund amount.
CP13A
Change to Tax Payer's Return
The IRS sent this notice to inform your client of the Earned Income Tax Credit (EITC) they previously filed and that the changes resulted in a zero balance (nothing owed or refunded).
CP105
Math Error, Balance Due
The IRS believes there are miscalculations on your client's Form 730. The proposed adjustment leaves the taxpayer with a balance due.
CP106
Math Error, Balance Due
The IRS believes there are miscalculations on your client's tax return. The proposed adjustment leaves the taxpayer with a balance due.
CP10
Math Error
The IRS believes there are miscalculations on your client's tax return. The proposed adjustment reduces the overpaid tax, and a reduced refund will be issued to the tax year. The IRS did NOT apply any amount towards the next tax year.
CP83
Math Error, Referral to Examination
The IRS hasn't received adequate documentation regarding a math error dispute. The IRS is requesting that the taxpayer agree to a reassessment of tax, and is forwarding the case to examination for final resolution.
CP55
Notice to Refile and Return
A department within the IRS requested a copy of a tax form from its Files Management Function. Because the return was 10 years or older, it was destroyed due to age. The IRS sent CP55 to request your client sends in a copy of the return for the tax year requested.
CP268
Correction and Overpayment Notice
The IRS sent CP268 to explain a math error resulting in an overpayment, recalculation, and to ask your client to verify the credits. The IRS requested communication from your client about how your client would like to apply the credits or receive the refund.
Letter 5043
Notification of Possible Income Underreporting
The IRS sent letter 5043 to inform your client that gross receipts may be under-reported. The IRS requests a review the forms 1099-K listed in the letter.
CP167
Proposed increase to FUTA Tax
Your client filed and paid tax required by FUTA for the year shown on the notice. The IRS obtained information from your client's state that differed from the amount shown on the Federal return. The IRS sent CP167 to notify your client of the increase in FUTA tax.
CP168
Proposed decrease of FUTA tax
Your client filed and paid tax as required by FUTA. The IRS obtained information from your client's state that differed from the information shown on the Federal return. The IRS sent this notice to notify your client of the reduction in FUTA tax.
Form 886A
Explanation of Items
Your client received this form to request additional information during an audit or to explain proposed adjustments in an audit. This form is typically sent as an attachment to another notice.
Form 4564
Information Document Request
Your client received this form from the IRS to request additional information. It is often used during the audit process to request specific documents or information and is typically sent as an attachment to another notice.
Form 4549
Change in Tax
Your client received this form from the IRS to propose adjustments to their return in an audit. This form outlines the IRS audit findings and the resulting change in tax, penalties and interest.
Form 5278
Change in Tax
Your client received this form to propose changes to their return in an audit. This form outlines the IRS audit findings and the resulting change in tax, penalties and interest.
Letter 3219
Statutory Notice of Deficiency
The IRS is sending this notice to notify your client that they have made changes to a tax return previously filed or prepared a tax return using information submitted to them, and have assessed tax, interest, and/or penalties on the return.
Letter 531-T
Notice of Deficiency
The IRS is sending this notice to notify your client that they have concluded their audit and determined there is a tax deficiency on the account. The service assessed tax, interest, and/or penalties on the return.
Letter 950
Proposed Adjustments
The IRS has concluded its audit and is proposing changes to the return (typically detailed on the attached Form 4549). These changes may leave the taxpayer with a balance owing or a refund due.
Letter 692
Additional Information Letter
During the process of an examination, the IRS requested additional information and the client submitted documentation. This notice either requests additional information or states that the examination has concluded, and the auditor may or may not have proposed adjustments.
Letter 1912
Notice of Deficiency
The IRS is sending this notice to notify your client that they have concluded the audit and determined there is a tax deficiency on the account.
CP15B
Civil Trust Fund Penalty
This Notice was issued to notify your client of the tax periods covered by the Trust Fund Recovery Penalty (TFRP) assessment and to request payment of the balance due.
CP15H
Civil Penalty Notice
Your client received this notice because they have a Shared Responsibility Payment (SRP) for not maintaining minimum essential health insurance (individual coverage and/or dependent coverage, if applicable). Previously, your client received notice CP14H to request payment of the SRP. This notice was sent as a second reminder of the balance due.
CP213N
Proposed Penalty Assessment
Your client received this notice because a penalty has been proposed due to the late filing of a Form 5500, 5500-SF or 5500-EZ.
CP215
Civil Penalty Assessment
Your client received this notice because a civil penalty has been assessed for failure to abide by IRS regulations. This penalty can be assessed for several different reasons, including failure to file a return, inaccurately reporting income information, or failure to pay employment taxes. This notice will explain the specific reason for the penalty assessment as well as the amount due.
Letter 1153
Proposed Assessment-Trust Fund Recovery Penalty
Your client received this notice because the IRS is proposing to assess a Trust Fund Recovery Penalty (TFRP) against them. This proposed penalty arose because your client is an employee or responsible officer in a company that did not fully pay its employee withholding taxes or excise taxes.
Letter 2804C
Form W-4 Penalty Abatement Denied
Your client received this notice because their request for penalty abatement for providing inaccurate information on a Form W-4 has been denied.
LT2811C
Form W-4 Penalty Abatement Accepted
Your client received this notice because their request for penalty abatement for providing inaccurate information on a Form W-4 has been accepted.
Notice 972CG
Proposed Penalty
Your client received this notice because a civil penalty has been proposed for failure to comply with information return reporting requirements.</td.
Letter 369C
Estimated Tax Penalty Explained
Your client was sent this notice to inform of or explain the penalty for underpayment of estimated taxes.
CP213I
Proposed Penalty Assessment
Your client received this notice because a penalty has been proposed due to the late and/or incomplete filing of a Form 5500, 5500-SF, or 5500-EZ.
CP75
Being audited to verify EITC
The IRS is examining the return due to problems with the Additional Child Tax Credit (ACTC), Earned Income Credit (EIC), and/or the Premium Tax Credit (PTC). A portion or all of the taxpayer's refund is being held until this examination is completed.
CP75B
Exam Initial Contact Letter - EITC, Residency
The IRS is auditing the Earned Income Credit claimed on the taxpayer's return. Until the audit is concluded, the service is freezing the portion of the client's refund related to the Earned Income Credit. As part of the audit, the IRS is requesting additional information verifying that the dependent(s) claimed lived with the taxpayer for more than half of the year.
CP75D
EITC Exam Initial Contact Letter, EIC Entire Refund Frozen
The IRS is examining the return with respect to dependents claimed for filing status, Earned Income Credit, Child Tax Credit, and/or American Opportunity Credit. The IRS is freezing the taxpayer's refund until the examination is concluded.
CP429
Your Form 5227 is Overdue (2nd Notice)
Your client received this notice because their charitable remainder trust has a Form 5227 (Split-Interest Trust Information Return) filing requirement for the tax year shown. The IRS did not receive Form 5227 for the year specified.
CP575A
Notice of New EIN Assigned
Your client is receiving this notice as they either applied for an EIN online, or filed a Form SS-4 to request and EIN. The IRS sent CP575A to inform your client of the assigned EIN and to explain the filing requirements based on the business type.
CP575D
Notice of New EIN Assigned
Your client applied for an EIN either online or by filing a form SS-4. The IRS sent notice CP575D to notify your client of the EIN assigned and to advise which forms the IRS is expecting to be filed.
CP209
EIN Assigned in Error
Your client applied for an Employer Identification Number (EIN) and IRS inadvertently assigned more than one EIN to your client. The IRS sent CP209 to confirm which EIN is correct and to notify your client of the error.
CP575C
Notice of New EIN Assigned
Your client applied for an Employer Identification Number (EIN) online or by filing a Form SS-4 and the IRS sent CP575C to notify your client of the EIN assignment. The notice will also explain filing requirements based on the business information received in the application.
CP289
Annual Installment Agreement Statement
Your client filed a business tax return resulting in a balance owed. Your client entered into an installment agreement to pay the tax liability. The IRS sends CP289 annually to provide a statement of amounts paid and balances remaining.
CP521
Installment Agreement Statement
Your client filed a tax return with a balance due, or the IRS prepared a return on behalf of your client that had a balance due. Your client petitioned the IRS for an installment agreement to pay the balance due and the IRS agreed to establish the payment plan. The IRS sends CP521 monthly to remind your client to make the installment payment.
CP523H
Intent to Terminate Installment Agreement
Your client has balance due from an unpaid Shared Responsibility Payment (SRP) penalty. Your client contacted the IRS to establish a payment agreement for that penalty. During the repayment period, one or more payments were missed, failing to uphold the agreement. The IRS sent CP523H to inform your client that the agreement has defaulted and will be terminated within 30 days of the date of the notice.
CP89
Annual Installment Agreement Statement
Your client filed a tax return with a balance due, or the IRS filed a return with a balance due on behalf of your client. Your client entered into an installment agreement to pay the balance due. The IRS is required by law to send CP89 as a year end statement of the balance due.
Letter 2272C
Installment Agreement Cannot Be Considered
Your client filed a tax return with a balance due, or the IRS prepared a return on behalf of your client with a balance due and requested an installment agreement to address the unpaid balance. The IRS sent Letter 2272C to your client because they cannot grant the installment agreement for two possible reasons: (1) The installment agreement cannot be established because the IRS has rejected the request, or (2) The installment agreement cannot be established because the IRS needs additional information to process the request.
Letter 3127C
Revision to Installment Agreement
Your client requested a payment plan to address an unpaid balance and the IRS agreed to establish an installment agreement.
CP403
Request for Information about form 5500
Your client has an active employee plan with a filing requirement for the date on the notice. The IRS did not receive the Form 5500 or 5500-SF for that year, or the form had an incorrect Employer Identification Number (EIN), name, or plan number. The IRS sent notice CP403 to request the form be filed, or that corrections are taken by filling in the appropriate section of the notice.
CP406
Delinquency Notice Form 5500
The IRS did not receive the Form 5500 or 5500-SF for that year, or the form had an incorrect Employer Identification Number (EIN), name, or plan number. The IRS sent notice CP403 to request the form be filed, or that corrections are taken by filling in the appropriate section of the notice.
CP508C
Certification of Delinquent Tax Debt
The IRS sends CP508C to notify your client that their tax debt has been certified to the State Department as seriously delinquent.
CP508R
Reversal of Certification of Delinquent Tax Debt
The IRS sends notice CP 508R to notify your client that it has reversed the certificaion of the client's tax debt as seriously delinquent.
CP59
Return Delinquency
The IRS sent CP59 as the first notice informing your client that it did not receive a return for the tax year indicated.
CP88
Delinquent Return Refund Hold
Your client filed a tax return that resulted in a refund. The IRS has identified another tax year with an unfiled tax return for which the IRS thinks your client will owe a balance. The IRS sent CP88 to inform your client the refund is being held while the IRS determines whether your client will have a balance due for the unfiled tax year.
Letter 2267C
Delinquent Return Requested
The IRS sent your client a notice to your client requesting a tax return for that year. Your client responded to the notice that it will file a return. The IRS sent letter 2267C that failure to file by the date in the letter will result in additional penalties.
Letter 2269C
Delinquent Tax Return
Your client did not file a tax return for the year noted. The IRS system shows your client has income to require filing a tax return. The IRS sent Letter 2269C to request your client files the tax return, and to let your client know the IRS will file a return on behalf of your client if they do not receive one.
Letter 3458
Notice of Beginning of S Corporation Audit
Your client is a share holder in an S-corporation which filed an 1120-S. The IRS is auditing the 1120-S for the year(s) indicated in the letter. The IRS sent Letter 3458 to your client to let them know that adjustments may be made which would affect your client's individual tax return.
CP262
Revocation of Status as an S Corporation
Your client requested and received an S-corporation election. Subsequently, your client requested a revocation of the S-corporation election. The IRS sent CP262 to notify your client it has agreed to revoke the S-corporation election.
CP264
Non-Acceptance as an S Corporation
Your client filed a form 2553. The IRS rejected the S-corporation election for one of the following reasons:
Form 2553 is ineligible for consideration because it was filed after the end of the tax year.
The IRS did not receive a response to a request for more information on an incomplete 2553.
The Form 2553 showed an incorrect tax year.
The Form 2553 showed more than one class of stock.
The Form 2553 showed more than 100 shareholders.
The Form 2553 showed at least one shareholder is a non-resident alien.
The Form 2553 showed at least one shareholder is NOT an individual, estate, or trust.
Your client's business did not meet the requirements for re-election.
CP130
Tax Return Filing Requirements May Have Changed
Your client received this notice because they filed a corporate income tax return and included Form 4626 (Alternative Minimum Tax - Corporations). The IRS has determined that your client may meet the criteria of a small corporation and may not need to pay Alternative Minimum Tax.
Letter 2194
Proposed Alternative Minimum Tax
Your client received this notice because the IRS has determined that they owe Alternative Minimum Tax (AMT).
CP157
Prior Year Minimum Tax
Your client received this notice because they filed a corporate tax return which included a refundable credit for prior year minimum tax on Form 8827.
CP11R
Recovery Rebate Credit, Balance Due
Your client received this notice because they claimed the Recovery Rebate Credit in 2008, and the IRS adjusted the credit because of a calculation error. This adjustment resulted in a balance due for your client.
CP12R
Recovery Rebate Credit Overpayment
Your client received this notice because the IRS discovered an error in the Recovery Rebate Credit computation on their 2008 return. Either the IRS found an error in the rebate calculation, or your client is entitled to the the recovery rebate credit, but did not take it. In either case, the IRS' adjustment resulted in an over-payment.
CP134B
FTD Balance Due
Your client received this notice because there is a discrepancy between federal tax deposits and/or estimated tax payments credited to their account and amounts reported on their tax return. This discrepancy resulted in a balance due, including tax, penalties and interest.
CP134R
FTD Refund
Your client received this notice because there is a discrepancy between federal tax deposits and/or estimated tax payments credited to their account and amounts reported on their tax return. This discrepancy resulted in an over-payment and refund due.
CP136B
FTD Requirements
Your client received this notice because they filed Form 944 (Employer's Annual Federal Tax Return) last year and the IRS has determined that in the upcoming calendar year, your client must file Form 941 (Employer's Quarterly Federal Tax Return).
CP90C
Notice of Levy
The purpose of the CP90C letter is to notify your client that the IRS has levied your clients assets for unpaid taxes. Failure to pay the amount owed or to respond to the IRS can result in additional enforced collection.
Letter 907
Request for Statute Extension
Previously, the IRS selected your client's tax return for audit. The three year statue of limitations to assess taxes for that tax year is about to expire. With this notice, the IRS is requesting that your client consent to an extension.
Letter 525
30-Day Letter
The IRS has concluded their examination of the taxpayer's return and is proposing changes (detailed on the attached Form 4549). These changes may leave the taxpayer with a balance owing or a refund due.
CP165
Penalty for Dishonored Check
Your client received this notice because they have been assessed a penalty for a dishonored ("bad") check sent as a federal tax payment.
CP569
Hard Reject Notice or Penalty and Interest Explanation
This notice is sent for a variety of reasons. The two most common reasons your client will receive this notice are as follows:
Your client's application for an individual taxpayer identification number (ITIN) was rejected.
Your client requested a detailed penalty computation.
CP575B
Notice of New EIN Assigned
The IRS has received your request for an EIN and has assigned one accordingly.
Letter 556B
Notification of Examination and Request for Documentation
Your client received this notice because they have a tax return that has been selected for audit. This notice will inform your client of the areas the IRS has selected for audit and request documentation to substantiate the information on the return. It will also include Form 4549, which outlines the proposed tax return changes if your client does not provide, or the IRS does not accept, the documentation.
CP15
Notice of Penalty Charge
The IRS sent form CP15 to notify your client of the penalty and why the penalty was assessed. The IRS has assessed a civil penalty against your client.
Letter 3228
Reminder Notice of Overdue Tax
The IRS has sent notice(s) to your client asking for payment of the balance due and has not received payment or other information regarding this balance. As the unpaid balance has not been addressed, the law requires the IRS to send a letter annually to your client reminding them of the balance due. The IRS sent letter 3228 to remind your client of the balance due.
LT14
More Information Needed
The IRS was unsuccessful in contacting your client regarding their tax account. The IRS sent LT14 to ask your client to call within 7 days.
LT16
Overdue Taxes or Tax Returns
The IRS sent notice LT16 to inform your client that levies, property seizures, or other collection actions may happen if the IRS does not hear from your client within 10 calendar days.
CP107
Balance Due
Your client filed Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons. The IRS found a math error when processing the return. Often, this arises from your client reporting different amounts of federal tax deposits than the IRS has credited to your client's account. The IRS sent CP107 to inform your client of the changes.
CP11M
Balance Due
Your client filed an original tax return claiming the Making Work Pay credit and/or Government Retiree credit. While processing the return, the IRS encountered a math error computing the credit. The IRS made an adjustment to the credit resulting in a balance due from your client. The IRS sent CP11M to inform your client of the reasons for the adjustment and the balance due.
CP128
Balance Due
The IRS sent notice CP128 to inform your client the refund has been applied to a prior balance due, and that some balance still remains based upon the following:
Your client filed a tax return with a balance due.
The balance remains unpaid.
Your client filed a later return with a refund balance.
The IRS has applied the refund against the balance due.
Some balance due remains after the refund has been applied.
CP141I
Incomplete Filing, Balance Due
The IRS sent CP141I to inform your client that the daily delinquency penalty has been assessed and that your client now owes a balance based upon the following:
Your client filed a Form 990, 990-EZ or 990-PF.
The IRS has determined that the return was incomplete.
The IRS sent notices to your client to request the missing information.
The IRS has not received a response to the notices.
CP163
Reminder of Balance Due
The IRS sent CP163 as an annual reminder notice of the total unpaid balance on the account. This is not a bill or request for payment, but an update of the remaining balance on the account.
CP187
Reminder of Balance Due
The IRS sent CP187 as an annual reminder of your client's total unpaid balance.
CP314
Balance Due, IRA Taxes
Previously, your client filed Form 5329 (Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts) but did not pay the IRA taxes due. This notice requests payment of the IRA taxes, as well as any applicable penalties or interest.
CP501H
Reminder - Balance Due
Previously, the IRS sent notice CP14H, CP15H, CP21H or CP22H to inform them of the SRP due, but the unpaid balance was not addressed. This notice is sent as a reminder of the balance due and is requesting payment within 10 days.
Letter 2257C
Balance Due Notice to Taxpayer
Your client received this notice in response to their oral or written request for a pay off amount for any balance due account with the IRS. This notice provides an exact pay-off balance, including penalties and interest, as of a certain date.
Letter 3220
Provide the Balance Due After Receipt of Payment
Your client received this notice because they paid a tax liability, but there is still a balance due. This notice requests payment of the remaining liability. Your client must pay the entire balance within 10 days to avoid additional interest and penalties.
Letter 484C
Collection Information Statement Requested
Your client received this notice because they previously contacted the IRS and indicated an inability to pay a tax liability. This notice informs your client that either the IRS needs your client to complete a Collection Information Statement (Form 433F/433A) or the IRS has determined that your client is unable to pay and has been approved for Currently Non-Collectible Status.
Letter 681C
Proposal to Pay Accepted
Your client received this notice because they previously contacted the IRS with a proposal to pay an unpaid tax balance. The IRS reviewed your client's proposal and sent this notice to indicate it has been accepted. This notice does not constitute a formal installment agreement; however, it will restate the terms of the agreement and give instructions as to how to ensure the payment is credited properly.
CP240
Amount Due on Employment Tax Account
Your client received this notice because the IRS has adjusted their employment tax account, and there is now a balance due.
Form Form 4669
Statement of Payments Received
Completion of Form 4669 (Statement of Payments Received) is required when an employer does not withhold the required withholding tax from an employee/contractor, is later audited, and wishes to apply for relief under IRC 3402(d).
CP171
Annual reminder notice
Your client received this notice to remind them of the total balance due, including interest and penalties.
CP503H
Shared Responsibility Payment
Your client received this notice because they have an unpaid shared responsibility payment (SRP) for not having minimum essential health coverage.
Letter 4000
Last chance letter
Your client received this notice to inform them of the final opportunity to present information in a Collection Due Process (CDP) hearing.
Audit-Field
AUDIT: Field
A field audit is the most detailed kind of IRS audit. In a field audit, an IRS representative will come to the taxpayers home or place of business to examine records. The field audit is performed by an IRS Revenue Agent. IRS Revenue Agents are generally more skilled and knowledgeable than other IRS representatives. Revenue Agents may be accountants and many have substantial accounting coursework and specialized training. Many Revenue Agents also specialize in certain industries.
Audit-Office
AUDIT: Office
In an office audit, the taxpayer is expected to arrive at their local IRS office for an in-person meeting with an IRS examiner. In an Office Audit, you are requested to bring documentation to an IRS office at a specific time and date. The IRS office audit process is more formal than the correspondence audit, and usually it is conducted for more serious issues on the tax return as well. You may also be selected for an office audit for tax items that do not easily lend themselves to clarification through the correspondence audit format, such as verification of rental income or a businesss basis in its assets.
Audit-Corr
AUDIT: Correspondence
A correspondence audit is conducted by mail and is the most common type of IRS audit. It is the lowest level of IRS audit and is usually less intrusive than field or office audits.
CP05
Refund Information
Your client received this notice because their refund is being held, pending additional review by the IRS. The primary purpose of this notice is to inform your client of the hold on the refund; however, it also informs your client that the IRS may contact third parties to verify information on the return.
CP16
Applied Overpayment
Your client received this notice because the IRS found a miscalculation or other error on their return which, when corrected, resulted in a refund. This refund was applied in full or in part to another balance your client owed.
CP31
Refund Check Was Returned to Us
Your client received this notice because their refund check was returned to the IRS because the U.S. Postal Service could not deliver it. This notice is requesting a new address to mail the check.
CP2057
Automated Underreporter Soft Notice
Your client received this notice because the income and payment information reported on their tax return does not match information the IRS received from third party sources, such as employers or financial institutions. This notice is sent to request that your client review their records to ensure that the reported income on their tax return is correct.
CP05B
Refund Information
Your client received this notice because the information reported by third parties conflicts with the W-2, W-2G, or 1099-R income or federal withholding reported on the return. Your client's refund is being held pending the receipt of supporting documentation. If supporting documentation is not received, the IRS will disallow part or all of the refund.
Letter 673C
Duplicate Returns Filed
This notice can be received for several different reasons, but most often because the IRS received more than one return from your client for the same tax period. The IRS reviewed the returns and made one or more adjustments.
Letter 12C
Return Incomplete for Processing
Your client received this notice because additional information is needed to complete the processing of their individual tax return. This notice will outline the information required, which can include the following:
Forms or schedules to support entries on Form 1040, 1040A or 1040EZ.
Verification of income, withholding, and credit amounts.
Documentation to reconcile advance payments of the Premium Tax Credit (PTC).
If the information is provided by the date on the notice, the return will be considered filed as of the original received date.
Letter 2801C
Withholding Compliance Lock
Your client received this notice because the IRS determined that they are not entitled to claim exempt status or more than a specified number of withholding allowances.
Form 4670
Request for Relief from Payment of Income Tax Withholding
Completion of Form 4670 (Request for Relief from Payment of Income Tax Withholding) is required when an employer does not withhold the required withholding tax from an employee/contractor, is later audited, and wishes to apply for relief under IRC Section 3402(d).
CP06
Premium Tax Credit - Refund Frozen
Your client filed a tax return claiming the Premium Tax Credit (PTC) and showing a refund due. The IRS found a discrepancy on the return regarding the PTC and has placed a hold on the refund while this discrepancy is investigated. The IRS sent notice CP06 to inform your client of the hold on the refund. Form 14950 is enclosed to request appropriate supporting documentation.
CP06A
Premium Tax Credit - Balance Due
Your client filed a tax return claiming the Premium Tax Credit (PTC) and showing a refund due. The IRS found a discrepancy on the return regarding the PTC and has placed a hold on the refund while this discrepancy is investigated. The IRS sent notice CP06 to inform your client of the hold on the refund.
CP08
Potential Child Tax Credit Refund
Your client filed an original return indicating eligibility for the Child Tax Credit however did not take the credit. The IRS sent notice CP08 to your client to inform them they may be eligible for the additional child tax credit and requests your client fills out the attached worksheet to determine eligibility.
CP260
Credit Adjustment
The IRS posted a credit to your client's account in error. The IRS reversed the credit to correct the error, and your client now has a balance owed. Notice CP260 was sent to inform your client of the activity on his/her account.
Letter 566
Notification of Examination and Request for Documentation
Your client received this notice because they have a tax return that has been selected for audit. This notice will inform your client of the areas the IRS has selected for audit and request documentation to substantiate the information on the return.
CP79
Denial of tax credits claimed on return
The IRS has disallowed one or more of the following tax credits on the return:
Earned Income Credit
Child Tax Credit
Additional Child Tax Credit
American Opportunity Credit
In order to claim these credits in the future, the taxpayer will have to complete Form 8862, and the credit(s) will be scrutinized.
CP79A
EITC Two-Year Ban
The IRS has disallowed the EIC claimed on a taxpayer's return due to 'reckless or intentional disregard' for the EIC rules and regulations. Because of the circumstances, the taxpayer is not eligible to claim the EIC for the next two tax years. In the future when the taxpayer is eligible to claim the EIC again, they will need to submit Form 8862 with the return.
CP85
EITC Disqualification
During processing of the return, the IRS concluded that the taxpayer is not eligible for the EIC and has disallowed it on the return.
CP85B
Verifying that your Qualifying Child is allowed for EITC
The IRS believes that one or more of the children you've claimed for the EIC may not be a qualifying child.
Letter 3050C
EITC/Dependent/Child & Dependent Credit - Math Error
The IRS has detected a Math Error or Invalid SSN in the calculation of the Earned Income Credit, Child Tax Credit, Dependent Care Credit, and/or Dependent exemptions.
Letter 3851B
National Research Program (NRP) Initial Contact
The taxpayer filed an employment tax return that has been selected for audit.
LT2205A
Initial Contact Letter
The taxpayer is being audited. Refer to the Audit template, found in this application, for additional assistance.
CP85A
Filing Status May Be Incorrect
The taxpayer claimed Head of Household filing status on the return, and the IRS wants to confirm the filing status.
Letter 1615
Mail Overdue Tax Returns
Your client received this notice because they have a past-due tax return. Previously, the IRS contacted your client to request the unfiled tax return, but no response was received. This notice informs your client that the IRS will prepare a return on their behalf unless a response is received within 10 days.
Let
View ArticleIn order to pull a transcript in Canopy, you will need to have already filled out a Power of Attorney form. This article will outline the steps you can take to fill out and download or print this form in Canopy.
Creating a Power of Attorney Form
In order to create a Power of Attorney form, you must first have created an engagement. For more information, refer to the Creating an Engagement article.
To get started, click on the Engagements tab in Canopy.
Select an engagement.
In the left column, click Forms.
Click Federal.
Click Administrative.
Click the 2848 form.
Fill out the information in the fields provided on the screen.
All changes are saved onto the form automatically.
The 2848 form is separated into four sections: Taxpayer Information, Representative(s), Acts Authorized, Specific Use, Acts, and POAs.
You can click through each section to fill out necessary information.
Click View Tax Form.
This will give you a view of the tax form itself.
Click the Print icon to print this form or the Downloadicon to download the form to your computer.
View ArticleThe Notices Dashboard displays all notices created within Canopy. From this dashboard, you can update the status of a notice, view the notices progress, archive, and restore notices.
Updating Statuses from the Notices Dashboard
To get started, click Notices in Canopy.
Click the Status of a notice. video
Select the applicable status option.
Options can include No Status, Not Started, In Progress, Review, On Hold, or Completed.
Select Add Custom Status to customize a status for your needs.
Enter a name for the status in the text box provided.
Slide the color scale to select a color for the status.
Click Done.
Click anywhere else on the screen to close the Status pop up window.
Edit the Notice itself by clicking the blue link under the Notice Title.
Viewing Progress from the Notices Dashboard
To get started, click Notices in Canopy.
The Progress bar will show you how many steps of the notice have been completed as well as the steps that are left.
You can sort the Notices Dashboard according to progress by clicking the Progress column.
This applies to all other column headings including Due Date, Assignee(s), Contact, Notice Title, and Status.
Archiving Notices
To get started, click Notices in Canopy.
Click the more options icon on the right side of the screen.
Click Archive.
A pop up will alert you when your notice has been archived.
Viewing Archived Notices
To get started, click Notices in Canopy.
Click the more options icon in the top right corner of the Notices Dashboard.
Click Archived.
Click the more options in-line with the archived notice.
Click Unarchive to restore the notice.
Click the more options icon in the top right corner again.
Click Active to return to the active Notices Dashboard.
For More Information
Refer to the Exploring the Notices Dashboard .
View ArticleTeam member permissions
There are two types of team members in Canopy.
Basic users have access to the clients they have personally created as well as the clients they've been invited to, and are limited to the licenses they have.If a Basic user has a license for Tax Resolution and/or Invoicing, they will only have access to those features for the clients they've created or have been invited to. Basic users can:
Create/edit/archive/delete/activate clients.
Invite clients to Canopy's client portal.
Invite other team members to the clients they've created.
Remove invited team members from the clients they've created.
Upload/share/delete/restore files and dates.
Create/edit/delete/restore notes.
Update their own profile (username, password, representative information, etc.)
Access Canopy's customer support team and documentation.
Receive notifications of new files and dates created by their clients.
Create and assign tasks.
Admin users have access to all clients within the practice. They also have access to all company settings. They have access to everything a basic user does, plus they can:
Add/edit/delete team members.
Purchase additional licenses.
Modify account payment information (update credit card credentials).
View/download account billing history.
Edit company profile information.
Change team members' permissions.
If an admin user does not have a license for Tax Resolution, they will not have access to any tax resolution engagements. The same is true for invoicing.
If an Admin user has a license to tax resolution and/or invoicing, they will have access to all tax resolution and invoicing information for all clients.
View ArticleRelease Notes September 2019
These release notes are meant to give an overview of new features and/or enhancements launched in the month of September.
What's New for Canopy
What's New for Practice Management
What's New for Tax Resolution
What's New for Canopy
Canopy Mobile Enhancements
License/permissions required:
Any
Description: Mobile Virus Scan
The virus scan will happen automatically when you attempt to upload a file to Contact Files,Internal Files, or My Files. Navigating Forms and Analytics in Canopy
If the file is found to be infected, you will receive an error message that Canopy has removed access to the infected file. You will have the option toArchive the fileand choose a new file to upload.
Learn more:
Managing Files from Canopy Mobile
What's New for Practice Management
Previewing and Saving Email Attachments in Canopy
License/permissions required:
Practice Management
Any user
Description: Preview and save files sent to you via email into Canopy without having to download the file to your computer.
Find this change:
SelectCommunicationson the Contact Profile.
Click on the attachment sent to you from the client.
Click on theSave to Canopy Filesicon once in Preview mode.
ClickSave hereto save the file to the Contact Profile.
If needed, you canCreate a new folderandRenamethe attachmentby clicking on the folder icon.
Click the Contact Name in the pop-up to navigate to the attachment location inFiles.
Alternatively, you can navigate to the attachment by selecting theFilestab on the Contact Profile screen.
Learn more:
Uploading Files to Canopy
Enrolling in American Express Merchant Account
License/permissions required:
Practice Management
Admin permissions
Description: Users enrolled in Canopy Payments can now accept American Express payments from clients.
Find this change:
ClickLearn moreon the Canopy Payments banner.
ClickStart Enrollment.
Enter applicable information for theCompany Information andBusiness Ownerssections.
Enter the requiredBank Accountinformation.
If needed, toggle the slider underAmerican Express Merchant Accountif you would like to accept American Express credit cards.
Enter your 10-digitMerchant Account Number.
Learn more:
Managing Payments
What's New For Tax Resolution
Saving Forms to Canopy
License/permissions required:
Tax Resolution
Access to Contact Profile
Description: Save a tax form directly to a client's Contact Profile
Find this change:
Click on aContactto open the clients profile and then click on anEngagement.
Click onFormson the left side of the screen.
Navigate to the form you wish to fill out.
Once selected, the form will load on the right side of the screen. You can click the image to the right of the form toView Tax Formbefore printing.
Click theSave to Canopy filesicon in the top right corner.
From there, you can save the form in an existing contact file section orCreate a new folderpath to save the file under.
Learn more:
View ArticleHere is a list of points to keep in mind regarding system requirements for Canopy.
What internet browsers are supported by Canopy?
Google Chrome
Canopy will function on the latest 7 versions of Chrome
Firefox
Canopy will function on the latest 5 versions of Firefox.
Microsoft Edge
Canopy will function on the latest 3 versions of Edge.
Safari
Canopy will function on the latest 2 versions of Safari.
Does Canopy support the browser Internet Explorer?
Canopy does not support IE 11 or earlier versions of Internet Explorer. Your Canopy experience will be optimal when using one of the supported browsers, as listed above.
Why doesn't Canopy support IE 11?
Internet Explorer 11, along with old versions of various internet browsers, do not provide the development tools necessary for our team to continue innovating and improving your Canopy experience.
Microsoft users are welcome to utilize Microsoft Edge to access Canopy.
What should I do if Internet Explorer 11 is the only browser I use?
We invite you to utilize any of the recommended internet browsers in order to experience Canopy in the best way possible.
View Article
Working at Canopy Tax
Canopy Tax's Competitors
Recently Asked Questions
Recent Canopy Tax Employee Reviews
- I love working at Canopy. We have a great team and I feel very supported by everyone here.
- Ability to self-serve our firm through portal establishment.
- Willingness to listen and dedication to coaching their team
- Would not cancel subscription upon renewal when requested . Tried to require a fifteen minute interview to cancel and not available to talk when trying to cancel
- I reported a breach of security that was not taken seriously. No one in upper management would talk to me even though a police report was filed. The breach occurred with their new partner Ayden so beware of uploading your bank info there because ours was fraudulently used after doing so.