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Theresastylist
Level 2
February 15, 2020
Solved

ProSeries Basic

I am curious if there is a place in the ProSeries basic edition to enter a note (not an efile note) that I can save and be able to see for next year?

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ehillAnswer
Level 5
February 15, 2020

In the client status, scroll all the way down to Permanent Comments.  That sounds like what you are looking for.

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2 replies

ehillAnswer
Level 5
February 15, 2020

In the client status, scroll all the way down to Permanent Comments.  That sounds like what you are looking for.

    TheresastylistAuthor
    Level 2
    February 16, 2020

    Yes, that is exactly what I am looking for...thank you very much! 

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