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Notes checklist
The
Notes
checklist item in the Reviewer Dashboard lets you quickly look through all notes added in a binder without opening the SPbinder. You can also review responses added to each note along with linked workpapers. Reviewers can review each note thread to see if they’ve been cleared or uncleared (needs to be addressed). Notes checklist
On the client's checklist, select
Notes
to review SPbinder notes.
Notes checklist item shows the number of uncleared notes that need to be addressed. Once all uncleared notes have been addressed, the checklist status will change from 
(Needs Attention) to 
(Complete).
(Needs Attention) to (Complete).
note
Notes won’t appear as a checklist item for TaxCaddy clients without a binder. You can either create a binder from TaxCaddy or link the client to an existing binder in FileRoom.
The
Notes
checklist will appear in the middle panel with all the notes in the binder.
Checklist status
Icons indicate the following statuses:
Icon | Status | Description |
|---|---|---|
| Complete
| This appears when there are no uncleared notes in the binder. |
| Needs Attention
| This appears when there are uncleared notes in the binder. |
Note types
Different note type categories can help you organize, prepare, and review binder notes/comments efficiently. SurePrep provides predefined default note types that you can use in the binder. Your firm can also create custom note types.
Predefined note types
| Description
|
|---|---|
General
| Used for all general notes related to the return (default). |
Missing Item
| Used for missing information and prior year amounts that can be entered in the amount field. |
Permanent
| Rolls over to the next year as an uncleared note in the next year's Review Tree . You can also link the permanent note to a workpaper and make it roll forward to next year.Documents(Workpapers) linked to a permanent note will perpetually Roll Forward each year. |
Review
| Used for reviewing certain areas, it can be created by the Preparer to mention details that require further attention by the Reviewer. |
Custom note
| Used for personal customization, you can create any custom note type in the Admin , SPbinder , then Custom Note Type . Custom notes will appear as an option along with all predefined notes. |
Only note types that are used in the binder will appear in the list in the Reviewer Dashboard.
You can select the note type header to expand or collapse all the notes in the category.
Uncleared notes count
Each note type shows a (yellow) circle with a numerical value 
that indicates the number of uncleared notes in the client's binder for that specific category.
that indicates the number of uncleared notes in the client's binder for that specific category.
Sequence number
The number next to each note 
indicates the sequence in which the note appears in the SPbinder from oldest to newest. Sequence numbers are not specific to a note type and therefore won’t appear in the list if the note is assigned to another category.
indicates the sequence in which the note appears in the SPbinder from oldest to newest. Sequence numbers are not specific to a note type and therefore won’t appear in the list if the note is assigned to another category.
By default, in SPbinder, notes appear in the order they were added, irrespective of note type. While in the Reviewer Dashboard, all notes are first organized and grouped together under their respective
Note Type
categories, then the notes appear in sequential order within that category. For example, all General
note types in SPbinder appear grouped in the General Notes
category in the Reviewer Dashboard along with their sequence number.
Note thread
You can select the note to view additional details about the note, responses to the note, and any linked workpapers.
Only notes with responses will show a 
icon.
Response
icon. If a note is truncated, point to the note to read the full note or select the note to view full text and details.
The parent note and its responses will appear in the last panel to the right.
Figure No.
| Description
|
|---|---|
1 | Name of the note type category assigned to the note in SPbinder. |
2 | The subject of a note is the single line of text used to describe the content of the note thread. |
3 | Text content of the note. |
4 | The name of the user that created the note and the date the note was created. |
5 | A note can be linked to multiple workpapers. You can select the number next to GO TO LINKED WORKPAPER(S) to individually view linked pages in the Reviewer Dashboard without opening SPbinder. |
6 | Responses to the parent note. |
Missing Item note types will also show the prior year amount entered for the note in the SPbinder.
Linked notes
In SPbinder, a single note can be linked to multiple workpaper pages. You can view linked workpapers in the Reviewer Dashboard's Document Viewer window without opening SPbinder.
Select the number next to
GO TO LINKED WORKPAPER(S)
to individually view the pages linked to the note. 
The linked workpaper/document will appear in a Document Viewer window. You can use the toolbar to zoom in/out, go to a different page, and view the document name.
Uncleared / Cleared
In the middle panel, select
Uncleared
/ Cleared
tabs to see which notes are addressed for that note type. The number in parentheses shows how many notes are cleared/uncleared.
Cleared notes will appear on the right panel in gray color. A stamp on the note shows when the note was cleared and by whom.
Once all uncleared notes have been addressed, the checklist status will change from (Needs Attention) to (Complete).
(Needs Attention) to (Complete).
The client checklist percentage will also update.
note
The
Notes
checklist lets you keep track of important notes in the client's binder. Uncleared notes in SPbinder don’t prevent you from exporting the client's information to the tax software or from using the Deliverables
checklist.Deleted note type
If a custom note is deleted from
Account Admin
, the note will append (Deleted)
next to the name of the note. You can reassign the note to another note type from SPbinder.
Updating notes
You can select
SPbinder
to directly open the client's binder without going away from the Reviewer Dashboard. 
Open the PBFX file to open SPbinder.
note
In the Chrome web browser, select
Always open files of this type
if you want to automatically open SPbinder without selecting the downloaded PBFX file.You can do the following in SPbinder:
- Clear the note.
- Add/edit/delete notes and their responses.
- Change note type category.
- Update note's text content.
- Link or unlink notes from workpapers.
After updating the notes in SPbinder, select 
to install the changes.
Refresh
to install the changes.
Requirements
Binder Type
|
|
Binder Status
|
|
Leadsheets
|
|
Services
|
|
Tax Software
|
|
FAQ
Can I Clear my notes from Reviewer Dashboard?
No, you can't clear/unclear notes from the Reviewer Dashboard. However, you can select SPbinder
then make updates in the binder. Can I respond to messages from Reviewer Dashboard?
No, you can't add notes or responses from the Reviewer Dashboard. However, you can select
SPbinder
then make updates in the binder.Where can I locate the note icon on a linked workpaper?
The note icon doesn’t appear in the Document Viewer window. To view where the note was placed on the workpaper, open the binder then go to the linked workpaper. Are you required to clear notes to send the Deliverables?
No, you are not required to clear notes to send the deliverables to your TaxCaddy clients. The Notes
checklist item lets you review notes in the client's binder without opening the binder. Do I need to install SPbinder to make updates?
Yes, you need to have SPbinder installed on your workstation to open the binder. Why is a workpaper not loading in the Document Viewer window?
You may not be able to see a document in the Document Viewer window if it was added to SPbinder using the drag and drop method, is in a TIFF/TIF file format, or digitally encrypted with a password. As a solution, you can select the SPbinder button to view the workpaper.
Additional Information:
- Adding notes and responses
- Editing, clearing, and deleting notes