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Using comments in ProConnect Tax

by Intuit4 Updated 10 months ago

ProConnect Tax comments have been updated with new features to improve collaboration between users within the same tax firm.

To add a comment in a return, select the comment icon on the right rail:Comments Icon

Using the collaborative features

After opening the comments panel, select Add note.

Add a title and a comment up to 10,000 characters. You can also can attach documents and mention other users in their comments, increasing the efficiency of workflows.

When you mention another active user in a comment, they will recieve an email notification.

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