A laptop displays the "Engagements" tab of an accounting practice management software with a digital IRS Form 433-A.

COMPLIANCE SOLUTION

Tax Resolution

Q: Can I use Canopy for State Tax Resolution Cases?

Of course. Canopy has the largest tax resolutions database. With 230 forms in our library (including every state’s power of attorney and every federal collection form)—rest assured that if there’s a form you need, Canopy likely already has it.

Q: Does Canopy support filing for POA (Power of Attorney)?

No. But once your documentation is processed with the IRS, you will be able to quickly and easily access Transcripts directly within Canopy (see the Transcripts & Notices page for more details).

The tax problems your clients bring to you can be a mess. The process you use to resolve them doesn’t have to be.

Death and taxes.

(Canopy helps you resolve one of them.)

Simplify Processes

When it comes to taxes, there are soooo many items and processes to be able to just automatically know how to work on or respond to each of them. Fortunately, with Canopy, you don’t have to.

Utilize Templates

With pre-built workflows, letter templates, and more, you’ll find tax work a breeze. (Or, at very least, breezier.)

Automate Calculations

For both client surveys and calculation forms, Canopy will do the math on the backend for you.

TAX RESOLUTION MANAGEMENT

Resolution Evaluation Tools You Can’t Live Without

For pesky evaders or evaluating new tax prep clients.

Automate collection calculations and evaluate recommended courses of action
Pull transcripts to get a bigger picture of each situation
See summaries, templates, and forms in one place

A tax resolution dashboard in an accounting practice management software calculating federal taxes due and potential savings.

Shelley Loughrin / Tampa Tax Relief

“I immediately found Canopy to be very user-friendly. I am by no means a computer software whiz but I was able to navigate my way around Canopy with very little instruction… The software itself for tax resolution management saves me lots of time in being able to prepare all of the tax forms we need. It is an enormous time saver for Offers in Compromise as well as all other resolutions.”

Accounting practice management software showing a client survey for collecting personal asset information like vehicles and investments.

CLIENT COMMUNICATION TOOLS

Secure Communication and Data Collection

Comes in handy when the heat is on and the stakes are high.

Capture client information via a questionnaire and populate forms with corresponding information
Request documents securely with our easy to use client portal

Tax Resolution Cases

Once you’ve selected the type of case you’re working on for your client, you simply follow the recommended next steps that Canopy has built out (or you can build your own custom step-by-step template).

Collections

Installment agreements, offers-in-compromise, currently non collectible, liens, levies

Penalties

Trust fund recovery, first-time penalty abatement, reasonable cause penalty abatement

Spousal Relief

Innocent spouse relief, separation of liability or injured spouse allocation, equitable relief

Ready to get started?

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Does Canopy offer a quick Tax Resolution service?

Yes! We simplify the entire tax resolution process for accountants! With pre-filled forms, easy data collection via a simple client survey, and automatic payment plan calculations—tax resolution is quick and painless for you and your clients.