Preparers can add notes to a tax return so they can review information later. For example, if the
preparer adds a Missing Information return tag, they may want to add a note to remind them of what
information they still need from the taxpayer. Preparers can either add a return note while in the
return or from the office client list.
Adding a return note from within a tax return:
To access previous return notes, or add a new return note, from the main menu of the tax return select the dropdown menu next to the taxpayer's name at the top of the screen > Notes:
TaxSlayer Pro Web will display the Add a new note window:
Type a name and the text for the note in the appropriate boxes and click SAVE.
Adding a return note from the office client list:
To access notes, or add a new note from the main client list, locate a taxpayer in the list and click on the notes icon:
TaxSlayer Pro Web will display the Add a new note window:
Type a name and the text for the note in the appropriate boxes and click SAVE.
