Screen OrgNotes - Web Organizer Notes to Preparer (1120)

Overview

The electronic Business Organizer contains a client notes page on which the taxpayer can enter questions, notes, and comments. Information entered in the client notes page is informational only and is not used in any tax calculations. The information entered by the client in the notes page is available in the OrgNotes Screen in the Organizer folder after the Business Organizer is retrieved. You can review the data on this screen and determine if any further action is necessary.
To print the client notes after accepting the data, click the Print Current Page button (CTRL+1) located on the toolbar.
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