Occasionally you will need to add your practitioner information to a form. Save your information in Canopy so it displays correctly every time. To get started click on your profile.

Roles/permissions

• Roles: Any
• Permissions: Basic

1. Choose Settings on the pop-out menu.

2. Click the Practitioner Details tab.

3. Edit any fields that need updating, examples include:

• CAF Number
• PTIN
• Jurisdiction
• License/Enrollment #

4. Click Save Changes.

• Your changes will display on the Practitioner Details screen.

• All of your personal representative information can now be added to Form 2848 and 656.