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This article applies to:

  • Product: SurePrep

About quick notes

Use quick notes to set up a default list of notes so you can avoid entering the same note for every return. 
Follow these steps to configure quick notes:
  1. Select
    FileRoom
    , 
    Admin
    ,
    Account Setup
    , then 
    Quick Notes
    .
    Select ACCOUNT SETUP, then Quick Notes.

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