Note Feature for Return

[Yardley CPA]

While you prepare a return, does ATX provide a "note" feature, whereby you can enter comments or questions that you would like to ask the client?

[Abby Normal]

Yes. There are permanent notes where we keep extensive info on the client, from the trivial (nicknames) to the crucial (don't forget state subtraction for ...).

And there are review notes that must be cleared before you can finalize a return.

We print the permanent notes to the back of our 'job sheet' for each return and check them off as we do them.

[Yardley CPA]

1 minute ago, Abby Normal said:

Yes. There are permanent notes where we keep extensive info on the client, from the trivial (nicknames) to the crucial (don't forget state subtraction for ...).

And there are review notes that must be cleared before you can finalize a return.

We print the permanent notes to the back of our 'job sheet' for each return and check them off as we do them.

Thanks very much for the info.  Where can I find the note feature on ATX?

[KenO]

I think Abby is referring to right-clicking on an input cell and choosing the menu item Insert/Edit note.

[Abby Normal]

Yes, notes are assigned to a field. We use the date field at the top of page 1 on all returns for our general notes, since it's convenient and a field we almost never use.

Review type notes should be in the field or form they are related to.

Some users add the Permanent File form and type notes on one of the blank pages, or a blank statement page of the Elections form, but notes show up when you review a return and to me are the preferable way to go.

[G2R]

I didn't even know about this feature.  Been doing it the old fashion pen-and-paper way!  Thanks for the tip!