Connect your Juno account to Canopy to create and manage Tax Prep projects without leaving the client record.
Requires the Tax Prep permission enabled for your user account. Contact your firm admin if you don't see this option.
Connecting Juno keeps tax prep status and documents inside the client record you're already working in — no need to check a separate system to see where a return stands during tax season.
Table of Contents
Connect the Juno Integration
You'll need an active Juno subscription before connecting.
Click your profile icon, then select Settings.
Click the Integrations tab.
Click Connect on the Juno integration.
Click Sign In.
Enter your Juno login credentials (email and password).
Review the Permissions Requested pop-up, then click Authorize & Continue.
Your account is now connected.
Create a Tax Prep Project
Once connected, you can create a Tax Prep project from any client's record.
Click Clients.
Use the search bar or client list to locate the client record.
Click the Tax Prep tab.
Click Create New Project.
Enter a Project Name.
Confirm the Integration field is set to Juno.
Select the Tax Year and Form Type.
Select the Taxpayer.
Click Create.
Add Files to a Project
Add both the previous year's return and current year documents to move the project toward filing.
In the Previous Year Tax Return section, click Add a File.
Choose New File to upload from your computer, or Existing File to use a file already in the client's Canopy Files.
Select the file to link it to the project.
New files also appear in the client's file inbox to be organized later.
Hover over the eye icon to preview a file, or click the x to remove it.
Repeat these steps in the Current Year Tax Documents section.
Files sync to Juno automatically — click View in Juno to review them there.
Once files are added, the project status updates to In Progress.
Manage Existing Projects
Each project in the Tax Prep tab lists its name, provider, status, date added, and who added it.
Click a project name to open its details.
Add files as needed to get the project ready for filing.
Click View in Juno to review synced files.
Use the status dropdown to manually update the project to Needs Review or Complete as filing progresses.
If the project was deleted in Juno, the status changes to Error and associated files show as archived. Click View in Juno to review.
Summary
Connecting Juno lets you create and manage Tax Prep projects directly from the client record, with documents syncing automatically between Canopy and Juno. Once a project is set up, you can add files, check on status, and mark it complete without leaving Canopy.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.