Is there an option in the software that allows me to carry forward notes I make for myself on a client’s file? For example, details like marital status, future changes they’ve mentioned, or other information I’d like to reference each year. I currently use the NOTES form, but I don’t believe the information I enter there is carried forward to the next year.
You can do that using the ‘memo’ fields, which can be set to carryforward
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Ok. Do you know off hand where the settings are to carryforward memos?
I wish I could carry forward the notes, as I also sometimes drop screenshots or images into them. That’s too bad.
There is a little check box in the memo itself it you wish to have it carry forward.
There is also a notes tab which carrys forward every year.
F4 - notes
Oh thank you! I didnt know the notes carryforward. That is what I used this year. Thank you!
I believe the notes will only carry forward if you have it set to do that in the options package.
Open Options, go to T1 > New File > add check mark beside “Carry forward file notes”
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I put all my general notes in memo on the Salutation field on the Info page of the main taxpayer… I find if I am consistent, it is easier. I also make notes on individual T2125, T776 etc on the business name field… again consistency really helps… love this carryforward feature.
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This is so helpful. Thnk you so much for taking the time to show me where it was!