@Kathi_at_Intuit No only do 2024 notes need to be available in the comments of 2025 but they need to continue to carryforward to 2026 and every future tax year there after. It is like the "Permanent" folder where we keep notes to remember for next year or notes that need to be remembered year after year for that specific client. It is not only about "workflow" between teammates its about having a place to remember the little details about a client that without having to use an outside Proconnect spreadsheet. 

I highly recommend the comments have a button feature or toggle on/off feature that allows for some comments to be carried forward from year to year. If the feature is toggled on for a comment then it will show up in the all future tax returns until it is toggled off. If it is never toggled on then the comment will remain in the tax year it was created and not move forward to future tax years. That option would primarily be for the "workflow" feature you are trying to create while also giving us accountants a place to put notes that will carryforward.