Delete a client note

Do the following to delete a client note in UltraTax CS.

note

Following these steps will delete all notes entered on the selected tab in the

Client Notes

window. To delete single notes, select the text to delete then select Delete
or Backspace
on your keyboard.

Select Edit
, then Client Note
, or select the double musical note icon

on the toolbar.

To delete the note, select X
on the toolbar.

Select Yes
to proceed with the deletion, then select OK
to close the

Client Note

window.

This article applies to:

PRODUCT: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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