Notes

View the Client Notes and Client Letter at the Forms tab. Note the placement of the letter items in the client letter.

Program Considerations

• You can use Notes to add supplemental explanations, sub-schedules, or supporting statements to a Federal and/or state tax return(s). You can attach these notes as statements or include them as part of the client letter. All Worksheet notes print with the worksheets and all Statement notes print with the statements as designated in the Items To Print options. For e-filing, Statements are included in the e-file and worksheets are not.

• By default, the Letter Misc 1 selection inserts the text as an opening paragraph and the Letter Misc 2 selection inserts the text as the beginning sentence of the closing paragraph in the Client Letter.

• When you type your notes, the text automatically wraps from one line to the next, so you do not need to press [Enter] at the end of each line.
• The Notes input for each module can be found in the following screens:
  • Individual (1040) - Screen 47
  • Partnership (1065) - Screen 34
  • Corporate (1120) - Screen 42
  • S-Corporate (1120S) - Screen 39
  • Fiduciary (1041) - Screen 51
  • Exempt (990) - Screen 59
  • Estate (706) - Screen 37
  • Gift (709) - Screen 13
  • Benefit Plan (5500) - Screen 25
• The Print As section contains an additional option, Schedule K-1, in the Partnership, S-Corp, and Fiduciary modules.
  
  These entries print as Supplemental Information on the Schedule K-1.

How?

To enter Notes:

1. Open the sample client.
2. Open the Notes screen from the Contents tab.
   

   When you open the Notes screen, the program automatically adds a Worksheet to the Federal (US) return. You can edit which returns to attach the worksheet to (see Step 6 below) or make a different Print As selection.

3. Select Statement in the Print As section.
   
4. Type the applicable text for "Statement 1" from the Notes table from above.
5. Add a second statement by clicking Add.
6. Attach this statement to the Federal return by checking the box. (The program does this automatically when there are no states in the return.)
   

   If there were states listed, you could attach the statement to those returns as well.

7. Click OK.
8. Type the applicable text for "Statement 2" from the Notes table above.

To enter letter items:

1. Open the sample client.
2. Open the Notes screen from the Contents tab.
3. Select Letter Misc 1 in the Print As section.
   
4. Type the applicable text for "Letter Misc 1" from the Notes table above.
5. Select Letter Misc 2 in the Print As section.
6. Type the applicable text for "Letter Misc 2" from the Notes table above.

To view Client Notes:

1. Highlight or open the sample client.
2. Click the Forms tab.
3. Click the Client Notes tab at the bottom of the forms view.
   

To view the Client Letter:

1. Highlight or open the sample client.
2. Click the Forms tab.
3. Click the Letter tab at the bottom of the forms view.
   

Tips & Shortcuts

You can use keystrokes to cut ([Ctrl]+[X]), copy ([Ctrl]+[C]), and paste ([Ctrl]+[V]) text into the Notes screen. You can also right-click highlighted text to access these features.

Review

You should have a sample client with Client Notes and a modified Client Letter generated from the entries in the Notes screen.

Troubleshooting

Problem: The text toolbar is grayed out in the Notes screen when I select Statement.

Solution: The text toolbar is only applicable for Letter Misc 1 and Letter Misc 2. All statements and worksheets are formatted to appear like statements and worksheets that are automatically produced by the program.

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