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JeremyAndrin
Level 3
December 7, 2024
Question

Notes Carry Forward?

  • December 7, 2024
  • 0 replies
  • 3 views

Hello all.

If my firm uses the "Notes" section in a client tax return (ProConnect), will those Notes carry forward to next year's return?

We are coming from ProSeries for the 2024 tax season and we are really missing the option to place notes on specific fields that carry over. Hoping we can at least use the general "Notes" field in a not as good, but similar manner. Thanks for your help.

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