Notes

You can use Misc Stmt within forms. That will not efile over whereas Preparer notes will (not sure why as that should be reversed).

You could right click a line and add/edit notes and choose for it not to be included with return.

As I open the manila folder with the copies of the prior returns in it, i write the must see notes on the inside left cover of the folder.

I use Client Status.  Like Accountant-Man pointed out - there are two areas for notes.  One that does not carry over to next year and one that carries forward indefinitely.   

 You can set the options to take you to Client Status page before you save/exit the file.

Tools>Options>General - Client Status check box is near the bottom

I believe having the name “Jeff” automatically enrolls you in the Luddite Society.  I still like paper files but I have advanced from Manila folders to colored folders.  It’s easier to find the correct year down in the dungeon if you rotate colors when the files get full.

You can use the little red exclamation point to make notes that you should see the next year when you go back to look at the previous year.  If that doesn't work for you, attach a note to the client's last name and that will carry from year to year until you no longer need it.  Be certain to put the date on the note the first time you do that.  Information from 2016 isn't always helpful on 2021 returns.  These are rather elementary suggestions but sometimes there is no other choice.

Another Former All Star