24 for 2024: New Workflow Templates with Automations

Updated Tax-Specific Accounting Workflow Templates:

At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time.

These automations include:

• Sending client requests triggered by status updates
• Automatically updating the status of a subtask once a previous subtask is complete
• Automatic notifications being sent to assigned team members on subtasks when that subtask is set to “Ready.”

We’re excited to share these updated templates to help your firm increase efficiency. The following templates have been updated for 2024 as well as new automations: 

1. 1040 Return [+automation]
2. 1041 Return [+automation]
3. 1065 Return [+automation]
4. 1120 Return [+automation]
5. 1120-S Return [+automation]
6. 940 Return [+automation]
7. 941 Return [+automation]
8. 990 Return [+automation]
9. Amend Tax Return [+automation]
10. Client Onboarding: Accounting [+automation]
11. Client Onboarding: Tax Prep [+automation]
12. Form 706: U.S. estate tax return [+automation]
13. Income Tax Return (ITR) - Personal Tax Return [+automation]
14. Tax Extension (Business) [+ automation] 
15. Tax Extension (Individual) [+ automation]
16. Tax Prep [+automation]
17. Bookkeeping [+automation]
18. Weekly Payroll Processing [+automation]
19. Bi-weekly Payroll [+automation]
20. T1 [Canada] [+automation]
21. T2 [Canada] [+automation]
22. Request Client Account Access [+automation]
23. Harmonized Sales Tax (HST) Netfile [+automation]
24. IAS Review (International Accounting Standards) [+automation]

You will need to be a Canopy customer in order to access our workflow templates. We’ve created a helpful video to show you how to access and create task templates in Canopy. 

A large part of our mission at Canopy includes capturing valuable data from our customers to help shape our product. Please let us know if you have any suggestions for new or improved workflow templates.

Got a template idea? Tell us about it: