Attaching notes to the federal or a state annualization tab (1065)

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You can attach a note to the Federal tab or to a particular state tab in the Interim Closing Annualization window. For example, you may want to ask the reviewer a question about an entry. The tab that you are in at the time the note is attached is the note's anchor point. A musical note symbol in the tab heading indicates an attached note.
Note symbol

You can add one note for each federal, state, and city tab, and you can display the note symbols in different colors. For example, notes in red might indicate questions to the reviewer, and notes in green might indicate follow-up items for you.

  1. Choose View > Interim Closing Annualization to open the Interim Closing Annualization window.

    Note: To open the Interim Closing Annualization window, you must have entered a change of ownership in the Changes of Ownership window in Partner Data Entry for the current client.

  2. Click the Federal tab or the tab for the desired state return.
  3. Choose Edit > Note > Add/Edit Note, or click the Edit Note Edit Note button button in the toolbar, to open the Field Note/Tick dialog.
  4. Enter the desired information in the Field Note/Tick dialog.
  5. To change the color of the note symbol, click the appropriate color option.
  6. Click OK.

Tips

  • Notes and note symbols do not print on the Annualization Information Report.
  • To view an attached note, click the Edit Note button in the toolbar.
  • To delete a note, choose Edit > Note > Delete Note.
  • To delete all interim closing annualization notes, choose Edit > Note > Delete All Annualization Notes.

Related topic: Interim Closing Annualization window (1065)

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