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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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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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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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Thanks so much!! Works great! A little embarrassed I didn't know about that pencil. I've had pro series since 2007!
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If you use the Client Status, there are fields at the bottom for current year info and permanent info.
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Thanks!!