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