This is a list of our most frequently asked questions about Resolution Cases.
What is a Resolution Case?
A Resolution Case enables you to send your client the Client Survey, generate forms, send engagement letters, and complete other functions dealing with your client's tax resolution case.
- For example, to complete a Power of Attorney form in Canopy, a Resolution Case will first need to be created.
Can I create Resolution Cases in bulk?
Currently, creating Resolution Cases in bulk is not a function available in Canopy.
Why do I have to create a Resolution Case every time I want to do something?
Resolution Cases should only be created on a per-case basis. If the case you are working on includes sending a letter to the client, filling out a form, and sending a client request, only one Resolution Case should be created for that instance.
How do I create a Resolution Case?
Please refer to the Create a Resolution Case article for more information regarding how to create a resolution case in Canopy.