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Add Forms to an Engagement

Written by Avery Simmons

Updated at October 25th, 2021

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Table of contents

    The Forms section in Canopy provides editable versions of IRS forms that can be printed and downloaded. Source forms will auto-populate with information from the client survey but remain editable. To locate necessary forms, first navigate to a client's profile, then click on the Engagements tab.

    Roles/permissions: 

    • Roles: Any
    • Permissions: Engagements

    1. Select an Engagement to add a form to.

    2. Click on Forms in the left column.

    3. Select Federal or State Forms to view more form options.

    4. Click on a sub-folder to open more form options.

    • For example: Within the Federal folder, click Collections to access forms pertaining to Collections.

    5. Click on a specific form to fill it out.

    • Once completed, forms can be saved to an existing contact's files. Alternatively, you can click Create a new folder to save the form to a new folder.
    • 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.

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