In this Video:
Send an Organizer
Create a Resolution Case
Create a Notice
Request Transcripts
How Do I Send an Organizer and Manage Resolution Work?
Organizers and resolution tools in Canopy help you securely collect tax information, generate required forms, and manage IRS-related workflows—all from the client record.
Why Use Organizers and Resolution Tools?
These features help you:
Collect complete and accurate tax information from clients
Auto-populate IRS forms using client-provided data
Manage resolution cases, notices, and transcripts in one place
Keep client communication and documentation centralized
Table of Contents
Send a Tax Organizer
Use the organizer to gather tax information from your client or complete it on their behalf.
Create an Organizer
Navigate to Clients from the global navigation bar.
Open the Client Record.
Click the Organizer tab.
Click Add Organizer.
Select the appropriate options from each dropdown field.
Click Create Organizer.
Once created, you can:
Complete the organizer yourself, or
Upload supporting documents by clicking the + next to Upload Documents
Send the Organizer to a Client
Click Send.
In the Client Portal window, select the recipient.
Add a personalized message.
Click Send.
The client will receive an email notification and can also access the organizer directly in their Client Portal.
As they complete the organizer, they’ll see their progress at the top. Once finished, they can submit it back to you for review.
Create and Manage a Resolution Case
Resolution cases allow you to manage tax resolution work, including forms, surveys, letters, and service tracking.
Create a Resolution Case
Open the Client Record.
Click the Resolution Case tab.
Click Create New Resolution Case.
Enter a Name.
Select whether it is for an Individual or Business.
Add a Due Date.
Use the toggles to select the services you will provide.
Click Create Resolution Case.
Each selected service adds structured steps to guide your workflow. You can also add custom steps.
Create a Custom Service Step
Navigate to Templates in the global navigation bar.
Select Resolution Case.
Click Add Custom Service.
Enter a Service Name and Description.
Click Create Service.
Add steps as needed.
Click the pencil icon to upload work papers or documents.
Key Sections Within a Resolution Case
Forms
Editable IRS forms that can be printed or downloaded
Source forms auto-populate using client survey data
You can override client-provided information, which updates in real time
Work
Summary: View due date, progress, and activity
Letters: Click Create New Letter to draft from scratch or use a template
Client Requests: Send portal-based tasks with due dates and reminders
Client Survey: Securely collect data that auto-populates associated forms
Collections Analytics: View helpful insights related to collections
Archive: Lock the resolution case to prevent further edits
Services: Add or remove services as the case progresses
Manage IRS Notices
Notices function like structured task workflows to help you manage IRS correspondence.
Create a Notice Workflow
Click the Global Add (+) button.
Select Notice.
Enter all required notice information.
Select a Notice Type and enter a name.
Assign Team Members.
Add a Due Date.
(Optional) Enter budgeted hours and set a priority.
Review or edit the auto-populated description.
Toggle tax preparation fields on or off as needed.
Click Create and Manage.
This generates a workflow with predefined subtasks tied to the notice type.
To access it later:
Navigate to the Client Record
Go to Tasks
Select a task associated with the notice to reopen the workflow
Request IRS Transcripts
You can request transcripts directly within Canopy.
Navigate to Files.
Click Transcripts.
Sign in to the IRS through the integration.
Important:
Each team member must have their own license and IRS integration set up.
Each user needs their own ID.me account.
Everyone may use the same CAF number, but integrations are user-specific.
Only request transcripts you are authorized to access. If you request documents you do not have access to, the entire transcript pull will fail.
Summary
Canopy’s organizer and resolution tools allow you to:
Collect and organize tax data securely
Auto-populate IRS forms
Manage resolution cases and services
Track IRS notices through structured workflows
Request transcripts directly within the platform
These tools centralize resolution work and reduce manual follow-up during high-pressure tax and compliance cycles.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.
Click on this link to learn more about how to create custom letter templates.
If you would like to learn more about requesting a transcript, I'll link this article that goes into more detail.
The Knowledge Base is a great resource where you can search and find articles on all of the different features within Canopy, as well as guides for your clients and anything new coming into Canopy.