Occasionally you will need to add practitioner information to a form. Save your information in Canopy so it displays automatically on every form.
1. To get started click on your profile picture/initials.
2. Choose Settings on the pop-out menu.
3. Click the Practitioner Details tab.
4. Edit any fields that need updating.
Options include:
CAF Number
PTIN
Preparer PIN
Self Employment
Designation
Jurisdiction
License/Enrollment #
Firm address
5. Click Save Changes.
Your changes will display on the Practitioner Details screen.
You can now add all your personal representative information to Forms 2848 and 656!