Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Where to enter preparer notes in proseries software that are to be used for internal purpose only and not to be transmitted to the ORS.

cpapro2000
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
rbynaker
Level 13

I use the client status page.  There are two sections at the bottom, one for current year comments (which do not transfer to next year) and the other is for perm comments (which do transfer to next year).

You can also right click and add a note to any particular field and these will generally transfer to next year.

Rick

View solution in original post

0 Cheers
1 Comment 1
rbynaker
Level 13

I use the client status page.  There are two sections at the bottom, one for current year comments (which do not transfer to next year) and the other is for perm comments (which do transfer to next year).

You can also right click and add a note to any particular field and these will generally transfer to next year.

Rick

0 Cheers