Occasionally you will need to add practitioner information to a form. Save your information in Canopy so it displays automatically on every form.
Roles/permissions:
- Roles: Any
- Permissions: Basic
1. To get started click on your profile picture/initials.
2. Choose Settings on the pop-out menu.
3. Click the Practitioner Details tab.
4. Edit any fields that need updating.
Options include:
- CAF Number
- PTIN
- Preparer PIN
- Self Employment
- Designation
- Jurisdiction
- License/Enrollment #
- Firm address
5. Click Save Changes.
- Your changes will display on the Practitioner Details screen.
- You can now add all your personal representative information to Forms 2848 and 656!