Canopy Community

Discussion List

• Is anyone familiar with IRS 83(b) Election?

  Accepted Answer 61 views 4 comments 0 points Most recent by Rickgoncher November 7Tax & Financial Planning
• What is compliance?

  Answered 35 views 1 comment 0 points Most recent by Rickgoncher November 7Tax Resolution
• Husband & wife live in two different states, how can file state Tax returns?

  Answered 35 views 2 comments 0 points Most recent by Rickgoncher November 7Tax Resolution
• 2848 CAF issues

  41 views 1 comment 0 points Most recent by Rickgoncher November 7Tax Resolution
• Autopay option with recurring invoices

  7 views 1 comment 0 points Most recent by [email protected] November 6Billing
• Kanban view of tasks

  10 views 1 comment 0 points Most recent by [email protected] November 6Tasks
• Did you know? Travel and Meals.

  7 views 0 comments 1 point Started by Rickgoncher November 6 Tax Preparation
• Best way to use the Cohen rule

  Answered 41 views 1 comment 0 points Most recent by Rickgoncher November 6Auditing
• If client did not keep accurate records for mileage, what is the best practice to recreate the logs?

  Accepted Answer 61 views 3 comments 1 point Most recent by Rickgoncher November 6Tax Preparation
• Xero and QuickBooks Integration

  8 views 0 comments 0 points Started by Diehl_CPA November 6 Billing
• Tasks on Hold

  16 views 1 comment 0 points Most recent by [email protected] November 5Tasks
• Client Requests

  74 views 6 comments 3 points Most recent by Crofty November 4Engagements
• Task Due date based on year-end (filing due) date

  22 views 1 comment 2 points Most recent by brielle_ptaxes November 4Tasks
• Editing Files

  28 views 2 comments 3 points Most recent by brielle_ptaxes November 4Files
• Template Files

  24 views 2 comments 3 points Most recent by brielle_ptaxes November 4Files
• Form 8821

  30 views 2 comments 2 points Most recent by brielle_ptaxes November 4Files
• scan feed directly into canopy

  57 views 6 comments 4 points Most recent by brielle_ptaxes November 4Files
• Merging Contacts

  24 views 2 comments 1 point Most recent by brielle_ptaxes November 4Contacts
• Auto Draft and Quickbooks Sync

  9 views 1 comment 1 point Most recent by brielle_ptaxes November 4Billing
• Canopy Mobile

  26 views 5 comments 1 point Most recent by brielle_ptaxes November 4Canopy Software
• Custom Client Information Sheet

  10 views 1 comment 0 points Most recent by brielle_ptaxes November 4Forms
• Can you create your own client information sheets to send to clients for tax prep?

  13 views 0 comments 0 points Started by clairtryon November 1 Tax Preparation
• Can you set a quarterly repeating task?

  Question 20 views 1 comment 0 points Most recent by [email protected] October 31Practice Management
• Possible for client to qualify for CNC with a high disposable income after making ETPs?

  Question 9 views 0 comments 0 points Started by JazminC October 28 Tax Resolution
• Search bax for contacts

  13 views 1 comment 0 points Most recent by [email protected] October 28Contacts
• Improved Dashboard

  17 views 1 comment 0 points Most recent by [email protected] October 28Forms
• Custom Notifications

  12 views 0 comments 0 points Started by acbailey October 27 Forms
• Client Dropdown when scheduling event

  17 views 1 comment 2 points Most recent by [email protected] October 25Calendar
• Transcript report Penalties

  14 views 0 comments 0 points Started by Francisco October 22 Canopy Software
• ACH Bank Transaction Needs More Information

  17 views 1 comment 0 points Most recent by [email protected] October 21Billing