Attaching electronic notes and text

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

To help you review the client's return, UltraTax CS enables you to attach client or field notes that highlight issues on the return, to print additional text on a form, and to use tick marks to indicate the status of items reviewed on the return.

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