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Introduction to Tax Resolution
Introduction to Tax Resolution
Introduction to Tax Resolution

About the Course

Description: Tax issues can be messy—your workflow doesn’t have to be. This course walks you through Canopy’s Tax Resolution tools so you can simplify data collection, automate calculations, and guide clients toward the best possible outcomes.

Prerequisites: None  |  Estimated Time: 35–40 minutes

Learning Objectives:

  • Send and manage Tax Organizers for individuals and businesses

  • Create, customize, and manage resolution cases

  • Use notices, templates, and client surveys to streamline the process

  • Request and manage client transcripts securely

  • Leverage Canopy’s built-in tools for collections and payment plans

Course Categories

Beginner
Course Progress
Not started
Enroll
Course Outline
  1. Welcome to Tax Resolution
    1. Course Overview
    2. Set up Your Practitioner Details
    3. Tax Resolution Settings
  2. Collect Info From Your Clients
    1. Collecting Info Made Easy
    2. Send an Organizer
    3. Get to Know Questionnaires
    4. Create a Questionnaire
    5. Managing Questionnaires
  3. Create and Manage Resolution Cases
    1. Resolution Cases Intro Video
    2. Resolution Case Workspace Video
    3. Create a Resolution Case
    4. Manage Resolution Cases
    5. Use Case and Best Practices
  4. Managing Notices & Transcripts
    1. Notices and Transcripts in Canopy
    2. Notice Video
    3. Pulling Transcripts
    4. Create A Notice
  5. Next Steps & Resources
    1. Next Steps and Supporting Resources
course
Introduction to Tax Resolution
Introduction to Tax Resolution
Course Progress
Not started
Enroll

About the Course

Description: Tax issues can be messy—your workflow doesn’t have to be. This course walks you through Canopy’s Tax Resolution tools so you can simplify data collection, automate calculations, and guide clients toward the best possible outcomes.

Prerequisites: None  |  Estimated Time: 35–40 minutes

Learning Objectives:

  • Send and manage Tax Organizers for individuals and businesses

  • Create, customize, and manage resolution cases

  • Use notices, templates, and client surveys to streamline the process

  • Request and manage client transcripts securely

  • Leverage Canopy’s built-in tools for collections and payment plans

Course Outline
  1. Welcome to Tax Resolution
    1. Course Overview
    2. Set up Your Practitioner Details
    3. Tax Resolution Settings
  2. Collect Info From Your Clients
    1. Collecting Info Made Easy
    2. Send an Organizer
    3. Get to Know Questionnaires
    4. Create a Questionnaire
    5. Managing Questionnaires
  3. Create and Manage Resolution Cases
    1. Resolution Cases Intro Video
    2. Resolution Case Workspace Video
    3. Create a Resolution Case
    4. Manage Resolution Cases
    5. Use Case and Best Practices
  4. Managing Notices & Transcripts
    1. Notices and Transcripts in Canopy
    2. Notice Video
    3. Pulling Transcripts
    4. Create A Notice
  5. Next Steps & Resources
    1. Next Steps and Supporting Resources

Course Categories

Beginner