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mozimeky
Level 1
March 28, 2021
Question

In Pro Series, is it possible to include a general note that is not specific to a field?

  • March 28, 2021
  • 1 reply
  • 10 views

I know you can create a note for a specific field but is it possible to create a general note for the preparer's reference that would be pro-forma'd with the return.

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1 reply

rbynaker
rbynaker
Level 13
March 28, 2021

I would put notes at the bottom of the Client Status worksheet.  "Current year" notes do not carry over but the other ones do.

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