johnsmith1
Level 1
12-05-2025
02:24 AM
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Currently, ProConnect doesn’t offer a dedicated column for general notes visible across all returns in the Tax Returns view. Notes are typically only accessible within each individual return. [Content Remove] often advises using a separate tracking sheet or CRM to maintain high-level notes for multiple returns, which allows you to see and manage comments on all clients at a glance until a native feature is added.