Add Forms to an Engagement

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Applicable Roles/Permissions/Licenses

The Forms section in Canopy provides editable versions of IRS forms that can be printed and downloaded. Source forms will auto-populate with information from the client survey but remain editable. To locate necessary forms, first, navigate to a client's profile, then click on the Engagements tab.

1. Select an Engagement to add a form.

2. Click on Forms in the left column.

3. Select Federal or State Forms to view more form options.

4. Click on a sub-folder to open more form options.

For example: Within the Federal folder, click Collections to access forms pertaining to Collections.

5. Click on a specific form to fill it out.

• Once completed, forms can be saved to an existing contact'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.