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Enter Practitioner Details
Updated over a week 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.

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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!

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