Tip: Preparer Notes

posted Oct 23, 2010, 6:32 PM by Wayne Culp   [ updated Sep 19, 2014, 4:36 PM by Wayne Culp ]
Counselors have several places within TaxWise to leave notes.  Favorite places:

Tax Diary:  find in the TaxWise top - horizontal menu bar in each return.  An excellent place to leave notes when taxpayers leave before completing the return for a variety of reasons.  Also a good place for efilers to show reject explanations. The diary can be printed for the counselors or taxpayer ...BE CAREFUL to not print and keep taxpayer information.

Main Information Sheet ... use the lines for information and notes ... will be carried forward when if taxpayers return is created next year ... that does NOT get sent to IRS.