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
Create Notices by using the Global Add Button and manage them on the Notices page. This includes: changing the Status, Dates, and Priority of each notice or subtask associated with the notice.
Steps for Existing Customers
1. Click on the Global Add Button.
2. Select Notice from the secondary navigation menu.
3. Select Existing Client.
4. Search for and select an Existing Contact using the Client dropdown menu.
5. Select a Notice Type to send to your client.
6. If needed, change the Notice name.
By default, the Notice name formats as [Notice Type]- [Client Name] - [MMM YYYY].
7. Select an assignee from the drop-down.
8. Select a Due date for the notice.
9. Enter Budget hours for the notice.
10. Choose a Priority level for the notice.
11. If needed, revise the Description.
12. If needed, toggle the Tax preparation fields switch to enter a Tax year and Return type to the notice.
Learn more about Tax preparation fields in our Add Tax Year and Return Type Fields to a Task article.
13. Click Create and manage or Create and close.
The notice is added to your Notices list. Click on the Notice name to go back to the notice workspace.
Steps for New Customers
1. Click on the Global Add Button.
2. Select Notice from the secondary navigation menu.
3. Select New Contact.
4. Choose between Individual or a Business.
5. Add the client's legal First Name, Middle, and Legal Last Name.
For Business clients, enter the Legal Business Name.
6. Enter the client's SSN or ITIN number.
For Business contacts, input the EIN number.
7. Select a Notice type to send to your client.
8. If needed, edit the Notice name.
By default, the Notice name formats as [Notice Type]- [Contact Name] - [MMM YYYY].
9. Select an assignee from the drop-down.
10. Add a Due date for the notice.
11. Enter Budget hours for the notice.
12. Choose a Priority level for the notice.
13. If needed, revise the Description.
14. If needed, toggle the Tax preparation fields switch to enter a Tax year and Return type to the notice.
Learn more about Tax preparation fields in our Add Tax Year and Return Type Fields to a Task article.
15. Click Create and manage or Create and close.
The notice will be added to your Notices list. Click on the Notice name to navigate to the notice workspace.