The Forms section in Canopy provides editable versions of IRS forms that can be printed and downloaded. Source forms auto-populate with information from the client survey but remain editable.
Add Forms to a Resolution Case
1. To find forms, navigate to a client's profile, then click on the Resolution Cases tab and select a case to add a form.
2. Click on Forms in the menu on the left.
3. Select the Federal or States folder to see more forms.
4. Click on a sub-folder to open more form options.
For example: Within the Federal folder, click Collections to access forms for a Collections resolution case.
5. Click on a specific form to fill it out.
Once completed, forms can be saved to an existing client's files. Alternatively, you can click Create a new folder to save the form to a new folder.
Clicking on a form will open the sections of the form, making it easier to navigate from section to section.
The form will load on the right side of the screen. You can click the image to the right of the form to View Tax Form before printing.