Comment
07-16-2021
03:46 PM
07-16-2021
03:46 PM
Tom5, we include the "Notes" page (last one on the include/suppress box) in all of our organizers. Setting this as a multi-line word-wrap text field in the PDF version we use is easy.
Any client who calls in and says "I ran out of space" we tell them to either forward the rest of their questions with their documents--if they are snail-mailing their W-2s and other items--or else just email them to us.
Robert