Tax data manipulation

Hello Terri. We realize that your question might have some specific use case that we didn’t consider, but we tried to answer this to the best of our ability based on our interpretation of the question. Please reach out if you have more details to provide so we can adequately answer your question. Thanks! Canopy has many state and federal tax forms preloaded inside the Engagements section of our software. If you choose to initiate a tax document with your client this way, you will have the ability to add or manipulate all the data on that tax form within Canopy itself. Also, many of the fields that are associated with that client record will be able to prepopulate in that form (i.e., name, social security number, etc.) if you have already recorded those within Canopy. If you or a client has started their tax form(s) in a separate document outside of Canopy then the editing or manipulation of the data would occur in the native program it was initially created in. For example, if it was a PDF then it would open in your PDF reader (like Adobe Acrobat) or if it was created in Microsoft Word then it would open up in Word. If you save the document in Canopy, anytime you need to manipulate data it will open in the native program to allow you to edit it and you can save it directly into Canopy again. No need to download it to your computer and reload it back to our system. We’ve made it simple for you to work on and save documents.