Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
44 articles
- FAQ | Transcript Request Process
- Transcript Request Process Walkthrough
- Transcript Status/Error Messages
- Request a Client Transcript
- Review Transcripts Documents
- Review Transcripts Reports
- Revise a Client's Transcripts Settings
- Sort and Filter the Transcripts Dashboard
- Add Additional CAF Numbers to Your Account
- View Economic Impact and Advance Child Tax Credit Payments
- FAQ | Transcripts
Getting Started with Transcripts & Notices Standalone
This guide will help you understand how to use and navigate the Canopy Transcripts and Notices standalone experience.
Resolution Cases
Formerly "Engagements"
- Create a Resolution Case
- Add Forms to a Resolution Case
- Resolution Cases: Use Client Surveys
- View a Completed Resolution Case Survey
- Grant Clients Access to a Completed Survey
- Resolution Case and Collections Analytics
- Create Custom Resolution Case Service Templates
- Resolution Cases: Use the Service Assistant
- Delete and Archive Resolution Cases
- Tax Form Glossary
Tax Prep
Learn how to use Canopy for Tax Prep workflows