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Is there a way to enter notes or reminders into a client, so that they will carry forward each year?

Level 3

Is there a place in Lacerte where you can enter file notes and/or reminders that will carry forward each year?  I find that, with a few clients, there are unique situations that don't present themselves in the return itself (or in the general information pages), and it would be nice to access them through Lacerte.

I'm probably out to lunch on this one, but thought I would throw it out there and see if maybe I'm missing something.

Happy taxes-only 20 days left until it's over!!

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Level 15

The screen number varies with each tax type, but NOTES is where you can accumulate notes about the client, contact, whatever. 

https://proconnect.intuit.com/community/print-a-file/help/creating-client-notes/00/4277


ex-AllStar

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1 Reply 1
Level 15

The screen number varies with each tax type, but NOTES is where you can accumulate notes about the client, contact, whatever. 

https://proconnect.intuit.com/community/print-a-file/help/creating-client-notes/00/4277


ex-AllStar

View solution in original post