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Data share client notes
- Open the client and selectFile, thenClient Note.
- SelectAdd Noteto insert an identifier containing the date, time, and user ID.
- Enter your note.
- Client notes are shared based on the client's taxpayer identification number (TIN). If a TIN has been entered for the client, there will be a client note tab for UltraTax CS as well as FileCabinet CS. Information entered in these tabs is then shared with the corresponding program's client note section.
- To open theClient Noteswindow automatically when the client is first opened, go toand mark theSetupUser PreferencesMiscellaneousAutomatically display note when client is openedcheckbox.
This article applies to:
- Product: Practice CS