Notes can be added to tax returns by preparers to help them when they later want to review information. For instance, a preparer may add a note to a Missing Information return tag, to serve as a reminder of what information is missing and required from the taxpayer. A return note can be added from either within the return or from the list of office clients.
- From within a tax return
You can add a new return note and view previous ones by following the steps below:
- Go to the Main Menu of a tax return
- Click next to the taxpayers name. A dropdown menu will appear.
- From the menu, select Notes.
- Taxx Savage ProWeb will exhibit a new window with the option to add a new note:
- In the boxes provided, enter the text and a name for the note appropriately.
- Once done, click Save.
From the office client list
You can either add a note or access previous ones from the main client list by doing the following:
- Go to the main client list
- Search for a client from the list
- Then select the notes icon
- Taxx Savage ProWeb will automatically shows the Add a new note window:
- In the boxes provided, enter the text and a name for the note appropriately.
- Once done, click Save.