Printing Notes

Purpose:  We added the ability for the preparer to either print or export the notes entered with the return.  This can be used to give to the taxpayer and/or the Quality Review person.   There will be two options for printing notes

(1) Print the note from the Client Search list

(2) Add to a print packet to print with the return.  The notes will be available in the Quality Review print set prior to e-file going live in January

How do I print Preparer Notes from the Client Search List?

Click on the Note tag for the return for the client list.

Click the Print PDF button


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