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Activate a Collections Case

Written by Avery Simmons

Updated at October 25th, 2021

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    Collections cases must be activated in order to be completed. Once activated, a collections case will count against your case allotment. You can purchase additional collections cases at any time in your Account Management settings. To activate a collections case, first navigate to the Engagement Workspace of a relevant collections case Engagement in Canopy.

    Warning

    • Collections cases are activated on a per-engagement basis. Once you have activated a collections case for a form on an engagement, you can continue to use as many forms as necessary for that engagement. Should you wish to use forms for a separate engagement, you will need to activate an additional collections case.
    • Only forms in the Collections folder require activation.
    • Legacy users are not required to activate collections cases.

    1. Click Forms on the Engagement Workspace sidebar.

    2. Open the Federal folder.

    3. Open a relevant folder.

    • Practice Management Only users will only see the Administrative folders. Tax Resolution users can see all available folders.

    4. Select a relevant form.

    5. Fill out all necessary information for the form.

    6. Click View Tax Form.

    7. Click Activate case.

    • If you do not have any remaining cases, a notice will pop up to prompt you to purchase more collections cases.
    • You cannot Save, Print, or Download collections forms until a the collections case is activated.
    • You can see your remaining cases next to the Activate case button.

    8. Click Proceed on the confirmation popup.

    • The case will be activated and you will be able to Save, Print, or Download the collections form.
    • Your Remaining cases balance will update to reflect the activated case.

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