Taxcycle form for Client Communication and Information Updates

Product Suggestions
1

Hello,
Is there a form in Taxcycle where I can write queries, client responses, requests, changes to information, etc.?

3 Answers

3
2

F4 “Notes” might be what you are looking for.

3

Thanks! This is what I am looking for. I will start using Notes in Taxcycle.

4

Or F8 to add a “Memo” to a specific field…

This is my preferred method

 –

Thanks! I will add all my notes to the memo. Now, I just need to find the same field to add memos for all my clients.

 –