Our Reminder Notes feature is a great way to keep track of all the items you want to double-check before you file your return. It gives you the ability to put "sticky notes" on sections of the program so that you can refer to them. Not only do they mark the page for you, but they remind you what it was that you wanted to go back and check! You can make the notes available only on that page, or throughout the entire program.
Additionally, the Reminder Notes that you have entered will appear on the screen when you go to file your returns. Simply click 'Continue' after reviewing your notes to continue through to the e-file process. This works like a final check-list to make sure that you have included everything in the return that you meant to include.
To create a reminder note in your account:
- Go to the screen you wish to make a note on
- Select Toolbox on the left side of your screen
- Select Notes