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- In Pro Series, is it possible to include a general note that is not specific to a field?
In Pro Series, is it possible to include a general note that is not specific to a field?
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mozimeky
Level 1
03-28-2021
04:28 PM
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I know you can create a note for a specific field but is it possible to create a general note for the preparer's reference that would be pro-forma'd with the return.
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1 Comment 1
rbynaker
Level 13
03-28-2021
04:34 PM
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I would put notes at the bottom of the Client Status worksheet. "Current year" notes do not carry over but the other ones do.
