Level 10
12-07-2019
01:14 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I wish there was either a query or a column heading option for returns with 'permanent comments' we enter on the client status worksheet. Or maybe just a check off that the preparer has looked at those comments...sorta like the Direct Deposit requirement check box... or something. would certainly help those of us with failing memory.....
Now, what was I posting...………...
If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.
Best Answer Click here
Labels
Level 11
12-07-2019
01:14 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I generally use a "reminder note" on the last name field in the information worksheet. The first thing I see when I open the client is that little pencil icon in the last name field. The good news is that they transfer from year to year and are editable. Include the date of the note.
If at first you don’t succeed…..find a workaround