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Level 2
February 15, 2020
Solved

ProSeries Basic

  • February 15, 2020
  • 1 reply
  • 12 views

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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Best answer by ehill

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

1 reply

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.

Level 2
February 16, 2020

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