Request a Client's Transcripts
Updated over a week ago

What's in this Article

License Requirement

This guide only applies to users who have purchased the Transcripts and Notices standalone module. If you have purchased any other modules in Canopy, please refer to the guides in the Transcripts or Notices folders on our Knowledge Base.

In-App Guide

Because the Transcripts and Notices module does not include access to CRM, new contacts must be created while requesting a transcript or creating a notice. This guide will help you understand how to request transcripts for an existing client or a new client.

Request a Client's Transcripts

1. Click on the Global Add Button.

2. Select Transcripts on the secondary navigation menu.

You can also click on the Request Transcripts button on the Transcripts dashboard.

3. Select whether to request transcripts for an Existing Contact or a New Contact.

  • Selecting New Contact will allow you to add a new contact to the Transcripts and Notices module.

  • For an Existing Contact to be visible you must have previously created a transcript request or a notice.

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Steps for Existing Client

1. Search for and select an existing client using the Client Name dropdown.

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2. Verify that the client's SSN or ITIN number is accurate.

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3. If needed, change the Organization you want to use to request the transcript.

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4. Select the CAF number to use when requesting the transcript.

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5. Select Manage forms to choose which forms are requested.

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Hover over the information icon to learn more about this feature.

a. Form Types - Click through the options to select forms and the years that you request.

b. Forms - Select the forms you would like to request for this client.

c. Years - Choose the years you want to request.

d. Select all - Click this to select and deselect all options in the section.

e. Save changes - Select this button to lock in the needed forms and years for this and future requests.

6. Add a Power of Attorney Expiration date to the transcript request.

This date is for your own reference.

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7. Using the Repeat dropdown menu, specify whether to automate repeated transcript requests.

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8. Click Request transcripts.

On the first transcript request, Canopy will attempt to request all available transcript data. Please refer to the Revise a Client's Transcripts guide to specify what data is gathered.

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Note: Based on your settings when requesting a transcript, you will get a badge/email notification. If a new version is available with a repeating request, you will receive a notification of that too.

Steps for New Contacts

1. Indicate whether the new contact is an Individual or a Business.

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For Business contacts, input the Legal Business Name.

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3. Input the client's SSN or ITIN number.

For Business contacts, input the EIN number.

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4. If needed, change the Organization you want to use to request the transcript.

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5. Select the CAF number to use when requesting the transcript.

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6. Select Manage forms to choose which forms are requested.

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Hover over the information icon to learn more about this feature.

a. Form Types - Click through the options to select forms and the years that you request.

b. Forms - Select the forms you would like to request for this client.

c. Years - Choose the years you want to request.

d. Select all - Click this to select and deselect all options in the section.

e. Save changes - Select this button to lock in the needed forms and years for this and future requests.

7. Add a Power of Attorney Expiration date to the transcript request.

The expiration date is for your own reference.

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8. Using the Repeat dropdown menu, specify whether to automate repeated transcript requests.

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9. Click Request transcripts.

  • On the first transcript request, Canopy will attempt to request all available transcript data. To specify what data is gathered, please refer to the Revise a client's transcripts guide.

  • If you've added a Repeat cadence to the transcript request, the button will say Schedule transcripts request instead.

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Note: Based on your settings when requesting a transcript, you will get a badge/email notification. If a new version is available with a repeating request, you will receive a notification of that too.

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