You need a better way to help your clients deal with IRS notices. Canopy's Notices tool is now even better with 71 new IRS notices and letters.
1 min read
Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and it just got even better. We've recently expanded the number of supported IRS Notices and Letters to a total of 95. Check out the list below to see all 71 of our newly supported notices.
IRS Notice CP160, Reminder of Balance Due
IRS Notice CP23, Estimated Tax Discrepancy
IRS Notice CP297, Final Notice of Intent to Levy
IRS Notice CP297A, A Levy has been Issued
IRS Letter 4464, Financial Notice of Intent to Levy
IRS Letter 4987C, Requesting Spouse Preliminary Determination
IRS Letter 4988C, Requesting Spouse Preliminary Determination
IRS Notice CP01B, Potential Identity Theft
IRS Notice CP01H, Identity Theft Lock, We are unable to Process Tax Return
IRS Notice CP14H, SRP Balance Due
IRS Notice CP14I, IRA Balance Due with no Math Error
IRS Notice CP161, Request for Payment
IRS Notice CP21A, Data Processing Adjustment Notice
IRS Notice CP21E, Changes Made to Tax Return
IRS Notice CP22A, Changes Made to Tax Return
IRS Notice CP22E, Changes Made to Tax Return
IRS Notice CP22I, Changes Made to Tax Return
IRS Notice CP3219A, Notice of Deficiency (Individual Taxpayers)
IRS Notice CP3219B, Statutory Notice of Deficiency (Business Taxpayers)
IRS Notice CP3219N, Notice of Deficiency-Failure to File
IRS Notice CP39, Overpayment Applied to Balance Due-Secondary SSN
IRS Notice CP42, Refund Applied to Secondary Social Security Number
IRS Notice CP49, Overpaid Tax Applied to Other Taxes You Owe
IRS Notice CP71, Reminder of Overdue Taxes
IRS Notice CP71A, Reminder of Balance Due
IRS Notice CP71C, Reminder Notice of Balance Due
IRS Notice CP71D, Reminder Notice of Balance Due
IRS Notice CP71H, Shared Responsibility Payment (SRP) Balance Due
IRS Letter 3573, Income Tax Examination
IRS Letter 5035, IRDM Informational
IRS Letter 5036, IRDM Amended Return
IRS Letter 5039, IRDM Worksheet Initial Contact
IRS LP61 Additional information required
IRS Letter 565, Acknowledge and Request Additional Information
IRS Letter 131C, Information Insufficient or Incomplete for Processing Inquiry
IRS Notice CP259G, Request for Information about Form 1120-POL (1st notice)
IRS Form 14420, Verification of Reported Income
IRS Letter 4883C, Integrity and Verification (Potential Identity Theft)
IRS Letter 2626C, Request for Additional Information
IRS Letter 2625C, Request for Additional Information
IRS Letter 99C, Notice of Employment Tax Problem
IRS Notice CP298, Final Notice of Intent to Levy
IRS Notice CP87B, Someone Else Has Claimed an Exemption for You
IRS Notice CP87C, Duplicate Dependent Filed Return
IRS Notice CP87D, Duplicate Dependent Filed a Joint Return
IRS Letter 3540A, Proposal to Add Alimony Income, Request for Additional Info
IRS Notice CP152, Tax Exempt bond Acknowledgement
IRS Notice CP20, Audit/Unallowable Items Notice
IRS Letter 3339C, Audit Reconsideration-Additional Substantiation IRS Letter
IRS Letter 3338C, Audit Reconsideration Acknowledgment IRS Letter
IRS Notice CP19, Unallowable items Notice
IRS Letter, 3457 Notice of Beginning of Partnership Audit
IRS Notice CP54B, Different Name/ID on Tax Return
IRS Notice CP54E, Different Name/ID on Tax Return
IRS Notice CP54G, Different Name/ID on Tax Return
IRS Notice CP54Q, Different Name/ID on Tax Return
IRS Notice CP2100A, Missing and/or Incorrect Payee Names/TIN's
IRS Notice CP2100, Missing and/or Incorrect Payee Names/TIN's
IRS Notice CP58, Notice of Spouse's Missing Social Security Number
IRS Letter 105C, Notice of Claim Disallowance
IRS Letter 106C, Notice of Partial Claim Disallowance
IRS Letter 569, Disallowance for Claim of Refund or Credit
IRS Letter 1363, Notification of Partial Claim Disallowance
IRS Letter 1364, Notification of Full Claim Disallowance
IRS Notice CP10A, EIC Math Error
IRS Notice CP11A, EIC Miscalculation, Balance Due
IRS Notice CP12A, EIC Overpayment
IRS Notice CP09, EIC Entitlement (Dependent Children)
IRS Letter, 3727 EIC Denial
IRS Notice CP27, Potential Earned Income Credit (Taxpayer)
IRS Notice CP102, Math Error, Balance Due
Explore more of our recent Articles, User Stories, and Ebooks.
4 min read
4 min read
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.