In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note. 

Other ways to see notes added to a client: 
-Click on the pencil icon on the tool bar 
-Use keyboard shortcut CTRL + Shift + F 
-Click the tab Edit > select Find list notes 

The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records. 

Hope this helps! 

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