WHY NOTES WERE ELIMINATED?

1 reply
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I've been using notes for critical situations for my clients that concern to following years, for instance missing yearly information that clients never bring to the table unless they are reminded.

How we will go back to 2024 and go thru all our clients one by one to copy and paste, and now the new comments won't be forwarded to the following years, in this era how something so simple can not be carry forward.

This is stupid.

I love Proconnect, but something has to be corrected.

Please repair this issue

ProConnect Tax

Kathi_at_Intuit

Moderator

Hi @WALLSTREET3 great to see you in the Community and thank for posting about notes being elminated.

Prior year notes are currently available within tax years 2024-2019. Comments is the note functionality for new return notes for
Tax year 2025 moving forward. The product team is working to make Tax year 2024 notes available read-only within tax year 2025 to help with the transition.

More updates are to come on timeline of release and persistent comments across tax years.

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