Some specifications need to be made when creating an engagement and sending a survey to a business rather than an individual taxpayer. To create an Engagement for a business, you will need to make sure a Contact has been created. Open your client record and click on the Engagements tab.

Creating an Engagement for a Business

Creating an engagement for a business is similar to creating an engagement for an individual. For more information, refer to the Creating an Engagement article. To get started, click on a contact in Canopy.

1. Click Create New Engagement.
• The Engagement Details screen will load.
2. On the Engagement Details screen, fill in the fields such as Engagement Name, Description, and Due Date as needed.
• It is very important to make sure No, this is a business taxpayer is selected.
• When you click No, this is a business taxpayer, Canopy will generate the 433-B collection survey and related IRS forms such as 433-B, 433-B (OIC), 2848, and 656.
3. Toggle each service you plan to include in the engagement to the On position.
• You’ll know  a service has been switched on because the toggle will be green. 
4. Click Create Engagement.

Sending a 433-B Survey to Business Taxpayers

It is very important to note that 433-B Surveys should not be sent if the business is a sole proprietorship or single-member LLC. Do not send a 433-B survey to clients whose businesses are single-member LLCs or sole proprietorships. To send a survey to a client, refer to the Sending a Survey Your Client article.

For More Information

Refer to the Creating an Engagement video.