I have been using notes for years to keep specific client information top-of-mind as we start new returns. It has been a great place for items that we did not want to forget one-year later.
Notes have been discontinued for 2025. So to test, I went back to a 2024 return and copied the note over to "Comments", then transferred the return data to 2025...the comments did not come through.
We NEED a place for client notes to move forward year to year.
Please bring back the NOTE feature!!
If not that, allow the comments to carry forward each year. (however, this is less desirable because we would still need to find all the old notes, copy, paste and then transfer the returns)
