How Can We Help?
How to add preparer notes to a return
How to add preparer notes to a return
SUMMARY
This article demonstrates how to add preparer notes to a tax return.
MORE INFORMATION
Simple Tax 1040 allows you to attach a note to any data fields as you prepare a return.
Notes are generally used to record and track information important for a specific field, and there are no restrictions as to the type of information you can include. You may want to use a note to record the origin of an entry or to explain why you bookmarked a form or entry.
Notes are for your use only, and they do not transmit to the IRS when you file electronically. You cannot attach a single note to an entire form, nor can you attach more than one note to a single field.
To add a note to a return, follow these steps:
- Click the field where you want to add the note.
- On the Return menu and click Preparer Notes.
- Click New.
- Type the notes you want to add to the return.
- Click Save.
