FAQs

To contact the IRS: - Individuals: Call 800-829-1040 - Businesses: Call 800-829-4933 - If you received a letter, use the number provided in 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).

You can download the checklists here: - [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 get a letter from the IRS or State and I’m unavailable, call 331-431-9129 or email Victoria.watson@vwaccountingservice.com. Expect a response within 24-72 hours. You can also follow the letter’s instructions for how and when to respond.

To set up your Canopy Client Portal account: 1. Check your email (including spam) for the invitation. 2. Click "Create Account" in the email. 3. Verify your name and email on the redirected page. 4. Create and confirm your password. 5. Agree to the terms by checking the box. 6. Click "Create Account" to finish. 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)

After receiving an email invite to the Canopy Client Portal: 1. Log in to create your account or access your existing one. 2. Complete the Client Organizer for the current tax year. 3. 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).