Submitted by JL207 on 02-09-2021 11:29 AM
Allow a place for our office to put some client notes within Lacerte. Many times, we would benefit greatly from having the ability to add some notes on a tax return project, just for our in-office information. The client may want the return mailed somewhere else, or we are waiting on a corrected 1099, or they are going to be out of town for a certain period of time. It would be great to have a place to make notes that lives digitally within the program. Perhaps a great place would be a fourth tab in the client status (F4) window? Just a place to note what is going on with the returns so anyone in the office can view it.
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