What's in this Article
Activate a Collections Case
Warning:
Collections cases are activated on a per-resolution case basis. Once you have activated a collections case for a form on a Resolution Case, you can continue to use as many forms as necessary within the Resolution Case. If you want to use forms for a separate Resolution Case, 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 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 Workspace of a relevant collections case Resolution Case in Canopy.
1. Click Forms on the Resolution Cases sidebar.
2. Open the Federal folder.
3. Open a relevant folder.
Practice Management Only users will only see the Administrative folders. Tax Resolution users can see all available folders.
4. Select a form.
5. Fill out all the necessary information for the form.
6. Click View Tax Form.
7. Click Activate Case.
If you do not have any remaining cases, a notice will pop up to prompt you to purchase more collection cases.
You cannot Save, Print, or Download collections forms until the collection case is activated.
You can see your remaining cases next to the Activate case button.
8. Click Proceed on the confirmation popup.
Once the case is activated you will be able to Save, Print, or Download the collections form.
Your Remaining cases balance will update to reflect the activated case.