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how create preparer note in LaCerte
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jkwerner47
Level 1
01-26-2022
02:28 PM
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I need to document certain information for a specific individual return that can be seen by other preparers or signature authorities in our firm.
Today we use a spreadsheet file, saved outside LaCerte along with each individual's input files. Using this solution is labor intensive when added up over a season and often leads to lost information.
Does LaCerte offer a preparer note functionality?
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