The Forms section in Canopy houses editable versions of IRS forms you can print and download. Source forms will auto-populate with information from the client survey but remain editable.
To locate the forms needed for your case, first click on a Contact to open the client’s profile and then click Engagements.
- Click on Forms on the left side of the screen.
- Click on the applicable folder to open more forms options.
- For example, click Federal to open more options of federal IRS forms.
- For example, click Collections to access forms pertaining to Collections.
- Clicking on a form will open the sections of the form, making it easier to navigate from section to section.
- The form will load on the right side of the screen. You can click the image to the right of the form to View Tax Form before printing.