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Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

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Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

Frank Broadway

Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax returns. This popup message could be user selected to only show the first time a return is opened or every time a return is open. This info could come from the "Permanent Comments" fields on the "Client Status" form.

In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note. 

Other ways to see notes added to a client: 
-Click on the pencil icon on the tool bar 
-Use keyboard shortcut CTRL + Shift + F 
-Click the tab Edit > select Find list notes 

The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records. 

Hope this helps! 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange

Status: Existing Feature
Vote now if this is a good idea
9 Comments
IntuitAustin
Intuit Alumni
Status changed to: Under review

Thanks for submitting your idea! Our development team is currently reviewing your idea. We'll provide additional information once we know more.

Frank Broadway
Level 3

Great! I think it would be an excellent improvement!

TSwin
Level 2

H&R Block has this on their software in their offices. A great idea. It pops up when the return is opened.

PaulaB
Level 3

This would be a convenient place for reminders and accumulated history.  

spcantu944
Level 2

This is an excellent idea! Keeping track of clients' data is very important, especially with the time involved with tax agencies filing compliance. We really like the missing items Icon maybe a "Notes/Reminder Icon" would help.

DaveGossettCPA
New Member

Excellent Idea!!!

 

Midwest Bob
New Member

Excellent idea, and it doesn't sound that hard to implement it.  It was submitted 2.5 years ago and should have been implemented 2 years ago.  Come on, Intuit.  Free up a programmer for a few minutes from his/her duties of writing more apps that you want to charge us for, and spiff up your core product with a simple but very helpful change like this.

HEYSOAPY
Level 2

I agree this would be extremely helpful to have notes that we can see from year to year. 

IntuitGabi
Community Manager
Community Manager
Status changed to: Existing Feature

In any input field, right click to have the option to "Add/Edit Note". These notes transfer year over year and a pencil icon will be displayed in the input field box where there is a note. 

Other ways to see notes added to a client: 
-Click on the pencil icon on the tool bar 
-Use keyboard shortcut CTRL + Shift + F 
-Click the tab Edit > select Find list notes 

The pop-up will show you where the notes are located. Check the box in the pop-up that says "Print this note as part of the return" to include the notes in your printed records. 

Hope this helps! 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange

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