Transcripts | FAQ
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Transcripts | FAQ
How do I pull a transcript?
How will I know if the IRS is not allowing transcript pulls?
Why can't I see all of the pulled transcripts?
IRS security guidelines require that each practitioner have their own CAF number. Users are only able to view transcripts they pulled using their unique CAF number.
Transcript Error Messages
|Please Contact Canopy Customer Support.|
|Check and edit your client's TIN or EIN number. This issue is usually caused by an invalid number.|
|This error indicates that something went wrong authenticating with your IRS account. Repeat the Transcripts Integration setup process to try and fix your connection.|
|This error typically indicates that the assigned team member was archived or deleted in Canopy. To reinitiate the scheduled transcript pull, simply follow the Pull a Client Transcript article.|
|Please reach out to your account executive to reinstate your Canopy subscription.|
|This error indicates that a client was archived or deleted in Canopy. In order to pull a transcript for this individual, you would need to recreate the contact in Canopy.|
|This error typically indicates that an IRS Organization was not specified when pulling the transcript initially. Click on the Settings icon in-line with the failed transcript, locate the Your Organization dropdown, and select a valid organization to use when pulling transcripts.|
|This error indicates that the transcript pull schedule was not set up. To set up a transcript schedule, click on the in-line Settings icon or Request transcripts. Then follow the Pull a Client Transcript article to set up the transcript pull.|
|This error indicates an invalid CAF number is assigned to the transcript pull. Follow the Add additional CAF Numbers to your Account article to add a valid CAF number to your account.|
|This error indicates that a CAF number was not selected when setting up the transcript pull. Click on the Settings icon in-line with the failed transcript, locate the CAF number dropdown, and select a valid CAF number to use when pulling transcripts.|
|This error indicates that your transcript pull was unable to convert the transcripts to a PDF. Please attempt to pull the transcript again by clicking the Request again icon.|
|This error indicates that your organization was disconnected from the IRS. To reconnect, follow the Set Up the Transcripts Integration article.|
|This error indicates something went wrong with your connection to the IRS. To attempt to fix, please follow the Set Up the Transcripts Integration article.|
|This indicates that the transcript pull was unsuccessful due to an error on the IRS end. Click the Request again icon to try to pull the transcript again.|
|To fix this error, please verify you have an active 8821 or 2848 form on file with the IRS. You will also need to verify that your client's Canopy information matches their IRS information. Finally, you must ensure that you are pulling transcripts with the correct CAF number for the specified client.|
|This error indicates that something went wrong when authorizing your IRS account. Please ensure that your IRS account is authorized and Contact Canopy Customer Support with the Transcripts ID if you have further issues.|