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Workpaper Tools (sticky notes, cross-references, notes)

Add notes and responses

Overview

You can add notes 2 ways:
  1. General Note (non-linked notes)
  2. Linked Note
General Note (Non-linked notes)
 is for any general information that's not specific to any 1 workpaper (For example, a General note could be "Please use all capital letters for data input in the return").
To add a General Note, select
Add Note
 Add Note icon on the Notes toolbar. A blank note gets added in the Notes section with the default
Type
 set as
General.
Enter the subject and the body of the note.
Linked Note
 is a note that's linked to a particular workpaper.
Do the following to add a Linked Note:
  1. Go to the workpaper a note needs to be added on.
  2. Go to the
    Annotate
     panel, select
    Workpaper Tools
    ,
    Note
     Note icon, then select the workpaper you want to link a note to.
    Select the Note icon
  3. A Note icon Note icon will be added to the workpaper to show that a note has been created. The new
    Linked Note
     field is added in the Notes section.
  4. Enter your note's
    Subject
    , then enter the text of the note in the note input field. The note is added with a link number.
    note
    • You can select the numeric reference number on the linked note to view the linked workpaper and vice versa.
    • To reuse the same linked note again, select
      Link Note to Workpaper
       Link Note to Workpaper icon, then select the workpaper to place the
      Note
       icon Note icon. A new numeric reference number will be added to the notes using the same note, indicating multiple linked notes.
    • Similarly, you can select
      Link Note to Workpaper
       Link Note to Workpaper icon to link independently added notes to the workpapers.

Notes tooltip

You can hover over the
Linked Note
 iconNote icon on the workpaper to view the following:
  • The user's name (family name followed by first name). For example, Preparer, Pam
  • The date and time note was created. For example, October 02, 2018 11:39AM.
  • The beginning part of the note text. For example, "There seem to be empty fields..."
Select the link number

Notes spell check

You can use spell check to check for spelling errors in the Notes section. If a word is spelled incorrectly, the automatic spell check feature marks the word with a red wavy underline.
To select the correct or alternative spelling, you can right-click any word with a red wavy underline and select the correct spelling from the dropdown.

Notes scrollbar

The scrollbar appears if the text inside the note field exceeds the height limit. It helps you scroll up and down in case the note length exceeds the available height.

Add a response to a note

To add a response, select the note (highlighted in blue) to which a response needs to be added, then select
Add Response
 on the Notes toolbar. You can also select the
Add Response
 icon Add Response icon on the note to add a response to a particular note.
Enter your response in the new
Notes
 field.
On the note, you can select
Delete
 Delete icon to delete the response.

Link independently added notes to the workpapers

A note added in the Notes section using
Add Note
 on the Notes toolbar can still be linked to information on the workpapers.
To link notes to information on a workpaper, select
Link Note to Workpaper
 Link Note to Workpaper icon.
Select the workpaper to place a linked note next to information where a note should be linked.

Link note and response to multiple places

After adding a note, in order to link it to the next piece of information, select
Link Notes to Workpaper
 Link Note to Workpaper icon  and then select the workpaper where you want that note to be linked a 2nd time.
Repeat this process each time to add new links. This can be done 19 times in addition to the original linked note, totaling 20 notes.
All listed linked notes
Selecting the numbers will take you to the linked note on the workpaper and vice versa. The selected link number will appear with the green border.
You can repeat the same process for responses as well.

Note types

You can use the Type dropdown to select from the following options:
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 which require further attention by the Reviewer.
Custom note
Used for personal customization, you can create any custom note type in the
Admin
SPbinder
Custom Note Type
. Custom notes will appear as an option along with all predefined notes. 

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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