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This article applies to:

  • Product: UltraTax CS

Print client notes and field notes

Use print preview to review client notes and field notes as Review Notes before printing a return.
Client notes and field notes appear in print preview as Review Notes.
  1. Open the return.
  2. Select the
    Print Preview
     icon on the toolbar.
  3. Review the client notes and field notes listed as
    Review Notes
    .

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