eeyore
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 3
		
	
				
		
	
		
			
    
	
		
		
		09-25-2020
	
		
		08:22 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a place in Lacerte where you can enter file notes and/or reminders that will carry forward each year? I find that, with a few clients, there are unique situations that don't present themselves in the return itself (or in the general information pages), and it would be nice to access them through Lacerte.
I'm probably out to lunch on this one, but thought I would throw it out there and see if maybe I'm missing something.
Happy taxes-only 20 days left until it's over!!
Best Answer Click here
		
			
				
						
							Labels