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

Forum|Forum|1 year ago
December 23, 2024
5 replies
11 views

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?

Business

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Skylane

Intuit Community Champion

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-

Intuit Community Champion

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

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T

Terry53029

Intuit Community Champion

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

T

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.

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.

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