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 on an Engagement.
- 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.
For More Information
Refer to the Finding Forms in Canopy video.