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Is there a way to keep notes of things still to do in a ProSeries tax return?

WilliamB
Level 1

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
Skylane
Level 11
Level 11

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
Just-Lisa-Now-
Level 15
Level 15

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


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Terry53029
Level 14
Level 14

You can also make notes in each field, just click on pencil at top menu

TaxGuyBill
Level 15

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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Accountant-Man
Level 13

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.

** I'm still a champion... of the world! Even without The Lounge.
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