Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
43 articles
FAQ | Transcript Request Process
Transcript Request Process Walkthrough
Transcript Status/Error Messages
Request a Client Transcript
Review Transcripts Documents
Review Transcripts Reports
Revise a Client's Transcripts Settings
Sort and Filter the Transcripts Dashboard
Add Additional CAF Numbers to Your Account
View Economic Impact and Advance Child Tax Credit Payments
FAQ | Transcripts
Getting Started with Transcripts & Notices Standalone
This guide will help you understand how to use and navigate the Canopy Transcripts and Notices standalone experience.
Use Transcripts & Notices In-App Guides
Request a Client's Transcripts
Revise a Client's Transcripts Settings
Request a Client's Transcripts Again
Create Notices
Update Statuses from the Notices List
View Progress from the Notices Workspace
Archive Notices
View Archived Notices
Print Notices Files
Resolution Cases
Formerly "Engagements"
Create a Resolution Case
Add Forms to a Resolution Case
Resolution Cases: Use Client Surveys
View a Completed Resolution Case Survey
Grant Clients Access to a Completed Survey
Resolution Case and Collections Analytics
Create Custom Service Templates
Resolution Cases: Use the Service Assistant
Delete and Archive Resolution Cases
Tax Form Glossary