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Activate a Collections Case

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What's in this Article

  • Activate a Collections Case

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Engagements
  • Licenses: Tax Resolution

 

Warning:

  • Collections cases are activated on a per-engagement basis. Once you have activated a collections case for a form on an engagement, you can continue to use as many forms as necessary for that engagement. Should you wish to use forms for a separate engagement, you will need to activate an additional collections case.
  • Only forms in the Collections folder require activation.
  • Legacy users are not required to activate collections cases.

Collections cases must be activated in order to be completed. Once activated, a collections case will count against your case allotment. You can purchase additional collections cases at any time in your Account Management settings. To activate a collections case, first, navigate to the Engagement Workspace of a relevant collections case Engagement in Canopy.

1. Click Forms on the Engagement Workspace sidebar.

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2. Open the Federal folder.

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3. Open a relevant folder.

Practice Management Only users will only see the Administrative folders. Tax Resolution users can see all available folders.

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4. Select a form.

5. Fill out all necessary information for the form.

6. Click View Tax Form.

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7. Click Activate case.

  • If you do not have any remaining cases, a notice will pop up to prompt you to purchase more collections cases.
  • You cannot Save, Print, or Download collections forms until the collections case is activated.
  • You can see your remaining cases next to the Activate case button.

8. Click Proceed on the confirmation popup.

  • The case will be activated and you will be able to Save, Print, or Download the collections form.
  • Your Remaining cases balance will update to reflect the activated case.