Skip to main content
Enter Practitioner Details
Updated over 3 months ago

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.

New 1 .jpg

3. Click the Practitioner Details tab.

mceclip1.png

4. Edit any fields that need updating.

mceclip2.png

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.

mceclip3.png
  • You can now add all your personal representative information to Forms 2848 and 656!

Did this answer your question?