Automated IRS Penalty Abatement Status Tracking
Every Monday, WebRun opens Canopy and reviews every active penalty abatement case, whether first-time abatement, reasonable cause, or trust fund recovery, reads the current IRS processing stage and any new correspondence, flags cases with no movement in over 30 days, and delivers a status digest to Telegram plus an updated log in Google Sheets.
How do I track the status of all my IRS penalty abatement cases from filing to decision?
Every Monday, WebRun reviews all active penalty abatement cases in Canopy, covering first-time abatement, reasonable cause, and trust fund recovery. It flags stalled cases and those requiring appeal, sends a digest to Telegram, and updates a Google Sheets tracker so your team always knows where every abatement request stands.
- All penalty abatement cases status-current every Monday morning
- Stalled cases and required appeals surfaced automatically before they age out
- Google Sheets tracker updated each week with no manual entry
Built for tax resolution firms · enrolled agents · CPA firms · tax attorneys
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.canopytax.comin a real browser with your saved login - no setup, no API keys. -
1
Canopy - review penalty abatement case status and milestones
getcanopy.com
WebRun opens Canopy to review penalty abatement case status and milestones. - Open Canopy and filter cases to those with an active penalty abatement resolution type: first-time abatement, reasonable cause, and trust fund recovery penalty
- For each case, read the submission date, current IRS stage, penalty amount at issue, and any new IRS correspondence or decisions
- Calculate days since submission and flag any case with no status update in over 30 days as stalled
- Note whether the IRS has issued a preliminary denial requiring an appeal
Done when Every active penalty abatement case has a current status and a stalled flag where applicable.
-
2
Telegram - send weekly abatement status digest
telegram.org
WebRun opens Telegram to send weekly abatement status digest. - Send the weekly penalty abatement digest to the firm's Telegram group
- Open with a summary: total active abatement cases, total penalty amount at issue, and number of stalled or appeal-required cases
- List each case with client name, abatement type, submission date, and current stage
- Highlight stalled and appeal-required cases at the top
Done when The team has the weekly penalty abatement digest in Telegram.
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3
Google Sheets - update penalty abatement tracking log
google.com
WebRun opens Google Sheets to update penalty abatement tracking log. - Open the firm's Penalty Abatement Tracker spreadsheet
- Update the row for each active case with the current stage, days elapsed, and latest notes
- Add a new row for any abatement case opened since the last run
- Highlight stalled rows in yellow and appeal-required rows in orange
Done when The penalty abatement tracker reflects current status for every active case.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it submit abatement requests or appeal letters to the IRS?
No. WebRun only reads case status and delivers internal reports. Any IRS submissions, appeal letters, or penalty abatement requests are prepared and sent by your staff.
Does it cover all three types of penalty abatement cases?
Yes. It tracks first-time abatement, reasonable cause abatement, and trust fund recovery penalty cases as long as they are recorded in Canopy with one of those resolution types.
What counts as a stalled case?
A case is flagged as stalled when there has been no status update, new IRS correspondence, or workflow stage change in Canopy for more than 30 days.
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