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- Is there a way to keep notes of things still to do in a ProSeries tax return?
Is there a way to keep notes of things still to do in a ProSeries tax return?
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WilliamB
New Member
yesterday
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As I progress through a return, I would like to keep notes of things I would like to go back and check or for additional information I would like to request from the client.
Is there a place in the program where I can keep these notes?
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Skylane
Level 11
yesterday
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The exclamation point (!) on the toolbar. Enter or note missing client info, q’s, etc.
If at first you don’t succeed…..find a workaround
