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Notes

Level 2

Is there a worksheet or note in a clients tax return that I can use that will carry forward each year for client specific info for me to see but not to file?

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Level 11
Level 11

when in clients file I hi-lite last name and click on the pencil icon. Then you will have a note that carries over. You can use any field to leave notes, but I only use last name for something I want to carry over of general info for that client.

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Level 11
Level 11

when in clients file I hi-lite last name and click on the pencil icon. Then you will have a note that carries over. You can use any field to leave notes, but I only use last name for something I want to carry over of general info for that client.

View solution in original post

Level 2

Thanks so much!! Works great! A little embarrassed I didn't know  about that pencil. I've had pro series since 2007!

Level 11

If you use the Client Status, there are fields at the bottom for current year info and permanent info.

Level 2

Thanks!!

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