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?
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
You can also make notes in each field, just click on pencil at top menu
I usually don't enter specific notes, but I'll right-click and "Mark as Estimated" if I want to come back to something.
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