Employee
04-08-2025
02:44 PM
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@User FIDO 61Great question! You can use the Notes screen to create a 'statement' which will be included with the filing of the return. These can be set to either State or US (default US).
When e-filing your return, you'll be able to see these listed in your 'e-file Summary Report' as 'PREPARER NOTES (#)' where # would show a number of items present.
You can also view your xml through the e-file dropdown menu by selecting 'e-file support tools' and 'view e-file'. This will show you the data that is transmitted to the IRS. You can scroll down or use (Ctrl+F) to search the page for your notes which are usually listed toward the bottom of the page.
You can also attach a PDF (if you prefer)