Topics

Add a Note element to an Information Request in Personal tax

  1. Open an active client, with a current tax return.
  2. Go to
    Reports
    , then
    Manage Reports
    .
  3. In the Folder: Form section, right-click
    Information request (Person) (default)
     and select
    Copy Report to
    , then
    Practice reports
     from the context menu.
  4. Right-click
    Copy of Information Request (Person)
     and select
    Edit Report
     from the context menu.
  5. Highlight the folder you want to add the note to.
  6. Select
    New
    , then
    Note
     from the
    Options
     dropdown list.
  7. Select the
    Text
     tab
  8. Enter the text of your note in the
    Heading
     and
    Note
     fields.
The new item is shown at the end of the list. You can use the
Up
 and
Down
 buttons to move it.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax
  • Subject: Reports