Tax notes options allow you to set a default note type when creating the following note levels offered in Tax:
- Return-level. Note is linked to the return (formally called global note).
- Field-level. Note is linked to a specific field.
You can manage notes in the tax return using the Notes Pane grid. Access the Notes Pane from the following locations:
- Dashboard. Click Customize on the navigation panel to add the Notes Pane to a Home window. Notes that are assigned to you display in a grid format. Links in the grid provide access to the returns or return fields to which notes are associated.
- Tax return. Click Notes Pane in the Overview group on the Review tab or from the Return Notes drop-down list in the Insert group on the Home tab.
To set your Tax notes options, do the following:
- Do one of the following to open User Options:
- Select User Options on the Dashboard navigation panel.
- Click the Application button
and select User Options.
- Click Tax > Notes on the navigation panel.
- Click the down arrow beside each note level and select one of the following as a default note type to be used when creating Tax notes:
- Review. The retention for this type is Purge. The note is removed from the return that is rolled forward.
- Preparer. The retention for this type is Save. The note is retained as the Preparer type in the return that is rolled forward. Use this type to retain notes for each tax year.
- Note to next year. The retention for this type is Carry forward one period only. The note is carried forward one period only as the Review type in the return that is rolled forward.
- Missing item. The retention for this type is Purge. The note is removed from the return that is rolled forward.
- Select Open notes pane with tax return to display the Tax Notes Pane window each time you open a return, allowing you to review all notes that are associated with the open return.
- Click OK to save your changes.