Client notes
Use client notes to record reminders, questions, or special issues about a client or the client's return.
Client notes help you record information about a client or return. You can write notes for yourself or another reviewer. Use them to track follow-up questions or special issues.
UltraTax CS lets you attach 1 client note to a client. The note can be shared with Fixed Assets CS, FileCabinet CS, and Practice CS, if licensed.
note
Client notes print with the Review Notes report if you selected that report to print on the Return Collation window.
To add or edit a client note, select the
Client Note
button from any input screen or form, or select . Enter or update the note text, and then select OK
.tip
To have a client note open automatically when you open the client, select the
Automatically display note when client is opened
checkbox on the Misc
tab of the User Preferences
window.You can change the typeface, size, and style of client note text. You can also enter client notes in Fixed Assets CS, FileCabinet CS, and Practice CS, if licensed.
note
If a client note is already attached to the client, the Client Note button remains selected. To edit the note, select the Client Note button or select .
