kgreen8393
Level 5
02-10-2022
06:45 PM
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I create my own Statement. Go to screen 39 for Notes. Make sure to check the Statement box on the left. (Worksheets don't go with an e-file, but Statements should).
Type in your own Note.
We do the same thing, reconciling from M-2 to Schedule L thru the Clients Notes tab.