FAQs

- Individuals can call the IRS at 800-829-1040

- Businesses can call 800-829-4933

If you have received a letter, you can call the number on the letter.

You can get electronic copies of your tax returns in your Canopy account. For prior year tax returns, create an online account on the [IRS website](https://www.irs.gov/your-account).

Both forms can be downloaded using the links provided.

Individual Taxpayer Checklist

https://www.vwaccountingservice.com/_files/ugd/ea70bc_69d50c51ac4a42728dec7b1e3ad9ab12.pdf

Business Taxpayer Checklist

https://www.vwaccountingservice.com/_files/ugd/ea70bc_0cd251b61e58449589361896de2e9dfc.pdf

If you receive a letter from the IRS or your State and I am unavailable, call 331-431-9129 and leave a message or email Victoria.watson@vwaccountingservice.com. Please allow 24-72 hours for a response. You can also follow the instructions in the letter on how and when to respond.

1. Check your email (including spam) for an invitation to the Client Portal. 2. Click the "Create Account" button in the email. 3. On the redirected page, verify your First Name, Last Name, and email. 4. Set your password. 5. Confirm your password. 6. Agree to the terms by checking the box. 7. Click the button to create your account. You'll be logged in automatically. [Watch Video](https://www.loom.com/share/e2baad4e9b454237a43d8cfbf9949115?sid=111dfcaa-48a8-4735-b254-6c74cbac94bc)

To use the Client Portal on your mobile device, download the "Canopy Client Portal" app from the Apple App Store or Google Play Store. [Step-by-step instructions](Client Portal | Log in to the Client Portal Mobile App)

Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you can log into the Client Portal to create your initial account or access your existing account. Once logged in, complete the Client Organizer for the current tax year and upload all tax documents for review.

How to Create Account: https://www.vwaccountingservice.com//s/f/how-do-i-setup-my

How to Create Account Video: https://www.loom.com/share/e2baad4e9b454237a43d8cfbf9949115?sid=111dfcaa-48a8-4735-b254-6c74cbac94bc

How to Upload Files: Client Portal | Uploading a file

When you receive a special survey called an Organizer. Organizers are visible on your To-do list and are indicated by a paper and pencil icon. For step-by-step instructions, click the following link: Client Portal | Complete a Client Organizer

Yes, you can find a video and several guides to help you use the Canopy Client Portal. Access them all [here](Client Portal | Home).