What's in this Article
Creating a Resolution Case from a client record lets you:
Generate forms
Send client surveys
Send engagement letters
Complete other functions relating to your client’s tax resolution case.
Create a Resolution Case
1. Click Clients on the global navigation bar and choose Client List to get started.
2. Click on a Client.
The client record will load.
3. Click Create resolution case from the Home tab.
The "Resolution Case Details" window will load.
4. Type in a resolution case Name and Description.
5. Select an appropriate response under Is this resolution case for an individual taxpayer?
If the client’s case requires both individual and business forms, you need to create both types of resolution cases.
An answer may be already selected according to the client's information entered in Canopy.
For users with a Tax Resolution license:
By creating an individual resolution case, Canopy will generate 433-A collection survey and related IRS forms (433-A, 433-A (OIC), 2848, 656).
By creating a business resolution case, Canopy will generate the 433-B collection survey and related IRS forms (433-B, 433-B (OIC), 2848, and 6556).
6. Select a Due date.
7. Click the toggle switch for each service you will offer for this resolution case.
Services activated will be set to green.
8. Click Create resolution case
The resolution case screen will load.
You can navigate through different steps or forms in the resolution case from the column on the left side of the screen.
Guidance on how to create custom services that would display on this list can be found in the Create Custom Service Templates article.