WilliamB
Level 1
3 weeks ago
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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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5 Comments 5
Just-Lisa-Now-
Level 15
3 weeks ago
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I think Client Status has a place for things like that, doesnt it?
The Client status button is at the very top of the Fed Info Worksheet
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Terry53029
Level 14
3 weeks ago
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You can also make notes in each field, just click on pencil at top menu
TaxGuyBill
Level 15
3 weeks ago
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I usually don't enter specific notes, but I'll right-click and "Mark as Estimated" if I want to come back to something.
Accountant-Man
Level 13
3 weeks ago
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Client Status sheet has two sections for notes: 1) for this Current Year's Comments that only stay in this year's file, and 2) Permanent Comments that carryover to next year's file.
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