Screen OrgNotes - Web Organizer Notes to Preparer (1065)

Overview

Use this screen to view client notes to the preparer retrieved from the client’s web portal. Information on this screen is for informational purposes only and is not used in any calculations. Review the data on this screen to determine if any further action is necessary.
note
  • If you do not use the Web Business Organizer for this client or you haven't yet retrieved the completed Business Organizer, this screen isn't visible.
  • To print the client notes after accepting the data, select
    Print Current Page
    (Ctrl+1) located on the toolbar.

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