This is a list of our most frequently asked questions and error messages regarding Transcripts in Canopy.
How do I request a transcript?
How will I know if the IRS is not allowing transcript requests?
In the event of an IRS outage, Canopy will display a notification banner on the screen. You can also track any IRS outages with the IRS.
Why can't I see all of the requested transcripts?
IRS security guidelines require that each practitioner have their own CAF number. Users are only able to view transcripts they requested using their unique CAF number.
Do I have to be an EA/CPA to use the Transcripts tool?
In order to request transcripts through the TDS (and Canopy), you must either (1) be an attorney, CPA, or EA or (2) belong to an ERO that e-files 10 or more returns per year. To learn more, please view this article on the IRS website.
Transcript Status/Error Messages
| Status: | Description: | Solution: |
| Pending | We are not working on this request yet but it is scheduled to be worked on soon. | - |
| Processing | We are actively trying to communicate with the IRS about all the forms requested. | - |
| Creating PDFs | We are done talking with the IRS. We are now creating PDFs of the forms received from the IRS. | - |
| Partial Success | One or more forms were successfully requested during this transcripts request. We have failed to retrieve some forms from the IRS. If a form you need is missing from the reports we recommend requesting again. |
We can fail to retrieve forms from the IRS for multiple reasons. Here are a few reasons:
|
| Succeeded | All forms were received from the IRS. |
- |
Note: If any status has ": Retrying" at the end: We are attempting to retry your request for you. No action is needed at this time. We will notify you when the request status changes.
Your transcript can be in a retrying status when we receive an error from the IRS. For some particular errors, we have found that we can retry them and find success.
| Error: | Description: | Solution: |
| IRS CAF Issue | The requested information does not match IRS records. Unauthorized for the requested tin, cafNumber, productType, formNumber, taxYear, and taxPeriod. | You need to make sure that: The client's name is their full legal name. The client's SSN/TIN is correct. Please verify that you are requesting a form you have access to. You are using the correct CAF number. Retrying will end in a different result only if the IRS changes information on their end. |
| CAF Not Valid | Please use a valid CAF number. | We did not attempt to request forms from the IRS because the CAF number you are attempting to use is not properly formatted. A valid CAF number has 9 digits, with or without a tailing R (i.e. 1234-56789 or 1234-56789-R). Please visit Settings < Profile < Practitioner Details to modify the CAF number. |
| IRS Error | IRS could not complete your request. Please try again. If this continues for more than a day, please contact support with the Transcripts ID. | We attempted to request the specified forms but the IRS returned with an unexpected response. We have found that if you request the transcript again, it may result in a different response. |
| IRS Access Denied | Access to the IRS Transcript Delivery System (TDS) from your Canopy Account has been modified. To re-establish access, go through these steps to add a new connection in the integration settings. | We attempted to authenticate with the IRS but the IRS responded with an "Access to resources denied" message. Please verify that you still have granted Canopy permission to request a Transcript on your behalf. Please log into the IRS and verify that Canopy still has permission. Please grant Canopy permission again if needed and create a new IRS organization in Canopy. |
| IRSAuthError | The IRS is experiencing technical difficulties. Please try again at a later time. | We are having difficulties authenticating with the IRS. We have found that if you request the transcript again, it may be successful. |
| Authentication Error | We are having difficulties connecting with the IRS. If you have not recently changed your credentials with the IRS please request again. | We are having difficulties authenticating with the IRS. We have found that if you request the transcript again, it may be successful. |
| IRS Authorization | Please verify that you have access to the IRS Transcript Delivery System (TDS) and have authorized your IRS account. Please contact support with the Transcripts ID, if you have access to the IRS TDS system. | Please verify that the IRS account you are using can request a Transcript from the IRS TDS system. Please contact support if you can successfully receive a transcript from the IRS website. |
| CAF Not Selected | Please choose a CAF number before requesting a transcript. |
We did not attempt to request forms from the IRS because a CAF number was not selected. Visit Settings < Profile < Practitioner Details and add a CAF number. Please request a Transcript again and select your chosen CAF number. |
| Client Not Accessible | Please verify that you can access this client and that the client is not archived or deleted. | We did not attempt to request a transcript from the IRS because we can't submit a request for this client. Please verify that you can access this client and that the client is not archived or deleted. |
| Missing Client TIN/EIN | Please verify that the client has a valid Tax Identification Number (TIN) or Employer Identification Number (EIN). | We did not attempt to request a transcript from the IRS because this client doesn't have a valid TIN/EIN. Please add a valid TIN/EIN/SSN to this client by editing the contact record. |
| Missing IRS Organization | Please verify in this client's transcripts settings that you have selected an IRS organization to request transcripts through. | We did not attempt to request a Transcript from the IRS because a valid IRS organization was not chosen. Please verify that you have completed the initial integration with the IRS and you have chosen an organization for this Transcripts request. |
| Settings Not Configured | Transcripts settings have not been saved, please configure the desired transcripts settings for this client. | We did not attempt to request a transcript from the IRS because no settings were found for this client. Please request another Transcript by clicking on the Request Transcript button. |
| PDF Creation Error | We were unable to create a PDF version of these transcripts. Try to request the transcripts again. If the error persists, please contact support with the Transcripts ID. | We received documents from the IRS and while we attempted to create PDFs, our system errored. We have found that if you request another Transcript, the next transcript request may succeed. |
| Free Trial Limit | You have requested the maximum number of transcripts for this free trial account. |
We did not attempt to request a transcript from the IRS because you have already successfully requested the free trial limit. If you would like to request another transcript you will need to upgrade your account by clicking Upgrade now in the blue banner. |
| Account Subscription Expired | Your Canopy Account Subscription has expired and you no longer have access to this feature. | Please contact support if your account was active when you requested this transcript. |
| Schedule Canceled | The Transcripts Schedule has been canceled due to account inactivity. Manually request or schedule a new request to retrieve this client's transcripts again. | Please contact support if your account was active when you requested this transcript. |
| Request Error | We could not fulfill this request. Please contact support and provide the Transcripts ID. | We could not successfully process this request. Requesting again may not end in a different result. Please contact support. |