Canopy Community

Discussion List

• Rebilling clients

  44 views 1 comment 0 points Most recent by [email protected] July 10Bookkeeping
• Requesting Return Transcript for 941/940's

  22 views 0 comments 0 points Started by Harry_Miller111 July 10 Tax Resolution
• Monthly Canopy release video- June

  11 views 0 comments 0 points Started by jeffrey.mcneal July 9 Canopy Software
• Can we setup a template for client engagements?

  Accepted Answer 31 views 1 comment 0 points Most recent by [email protected] July 8Engagements
• Is there a way to notify my team member of notes that I have taken for a client.

  Question 21 views 0 comments 0 points Started by TaxDiva July 8 Canopy Software
• Waiting Time

  31 views 1 comment 0 points Most recent by [email protected] July 3Transcripts
• Merge Contacts

  41 views 1 comment 1 point Most recent by [email protected] July 1Contacts
• Husband & wife live in two different states, how can file state Tax returns?

  Answered 31 views 1 comment 0 points Most recent by brielle_ptaxes June 27Tax Resolution
• Has anyone used employing children in parents sole prop for tax planning?

  Answered 31 views 1 comment 0 points Most recent by brielle_ptaxes June 27Tax & Financial Planning
• OIC

  62 views 5 comments 0 points Most recent by hercules720 June 26Tax Resolution
• Please remove the tax returns from my client portal.

  62 views 1 comment 0 points Most recent by [email protected] June 25Tax Returns
• Statutory Employee

  11 views 1 comment 0 points Most recent by jeffrey.mcneal June 25Tax Resolution
• Fbar Form 114

  24 views 1 comment 0 points Most recent by jeffrey.mcneal June 21Tax Preparation
• Fbar Form 114

  12 views 2 comments 0 points Most recent by jeffrey.mcneal June 21Tax Resolution
• OIC Procedures Question

  22 views 1 comment 0 points Most recent by jeffrey.mcneal June 20Tax Resolution
• basic questions

  31 views 1 comment 0 points Most recent by jeffrey.mcneal June 18Tax Resolution
• IRS files return

  11 views 1 comment 0 points Most recent by jeffrey.mcneal June 18Tax Preparation
• Tax Notice Response

  52 views 2 comments 0 points Most recent by Kelly_S June 18Canopy Software
• Monthly release video

  21 views 0 comments 0 points Started by jeffrey.mcneal June 6 Canopy Software
• Feature Requests

  91 views 2 comments 0 points Most recent by ozanbacak June 6Canopy Software
• Useful Thinking on Building Your Business

  51 views 1 comment 0 points Most recent by john June 3Marketing & Business Development
• Attorney Fees & Offer In Compromise

  52 views 0 comments 0 points Started by OhioTax May 28 Tax Resolution
• Is anyone familiar with IRS 83(b) Election?

  Accepted Answer 52 views 2 comments 0 points Most recent by Kelly May 23Tax & Financial Planning
• S-Corp shareholder salary

  Accepted Answer 72 views 2 comments 0 points Most recent by Kelly May 23Tax & Financial Planning
• CP504

  21 views 2 comments 0 points Most recent by aburrell May 23Tax Resolution
• 1040X Notice!

  Question 31 views 1 comment 0 points Most recent by jeffrey.mcneal May 22Tax Resolution
• American opportunity Credit

  11 views 1 comment 0 points Most recent by jeffrey.mcneal May 22Tax Resolution
• If client did not keep accurate records for mileage, what is the best practice to recreate the logs?

  Accepted Answer 51 views 1 comment 1 point Most recent by roxanne May 22Tax Preparation
• Unreimbursed employee expenses

  Accepted Answer 31 views 1 comment 0 points Most recent by roxanne May 22Tax Preparation
• CSED

  21 views 1 comment 0 points Most recent by jeffrey.mcneal May 21Tax Resolution