Notes to Future or Next Tax Year

[JimboJimbo]

I would like to see a Lacerte enhancement to incorporate an area in the program to include current year notes or call it next year notes that would be applicable to the next year tax filing. i.e. notes in the 2022 program that will apply to the 2023 tax year filing.   These notes would be part of the pro-forma process such that when I open a client tax file in the new year the notes would automatically appear on screen for the tax preparer. ( Kinda like your notes everytime I download an update)

Thanks

JimboJimbo

[IntuitGabi]

Hi JimboJimbo, just checking in to see if you know about these Lacerte features: How to create client notes, worksheets, statements and additional letters in Lacerte, Using Client Notes and Sticky Notes in Lacerte Hope this helps and thanks for the idea!