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Bentley
Level 1
December 17, 2025
New

Carryforward Notes tab into comments

Related products:ProConnect
  • December 17, 2025
  • 1 reply
  • 9 views

Please move the Notes tab into comments so that we preparers don't have to cut and paste each individual note into Comments.  Very time consuming & frustrating!!!!

    1 reply

    Kathi_at_Intuit
    Kathi_at_IntuitModerator
    Moderator
    January 9, 2026

    Hi! @Bentley Thank you for taking the time to post about the Notes in the Community. We have some additional information about them:

    Prior year notes are currently available within tax years 2024-2019. Comments is the note functionality for new return notes for Tax year 2025 moving forward. The product team is working to make Tax year 2024 notes available read-only within tax year 2025 to help with the transition.


    More updates are to come on timeline of release and persistent comments across tax years.
     

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