Premium Pro Help

Preparer Notes

Preparer Notes provide an organized area to make notes for individual returns or entire jurisdictions. These notes can be added to any schedule or return in Premium Pro and can serve as important reminders.

Adding Preparer Notes

To add a preparer note, load a form or return. Click the Preparer Note icon on the far right side of your screen to load the preparer note interface. The first tab allows you to create a note for the entire state or jurisdiction. The second tab is return specific and notes entered here will only display for that specific return. You may type or copy text to the note. The information will automatically be saved and will be available the next time you open that particular return.

Once you have entered data, the Preparer Note icon will change color from blue to red. A red Preparer Note icon will always indicate that a preparer note exists. All notes entered will rollover from year to year.

Preparer notes in the Municipal module apply to all municipalities in a state.

You may also create preparer notes for the Company Information and Summary Schedule areas. You may create a single note for each area, as well as specific notes for each schedule.

Also, you may add preparer notes to multiple companies across multiple jurisdictions or returns at the same time using Jurisdiction Preparer Notes and Return Preparer Notes.

Steps to Add Multiple Return or Jurisdiction Specific Preparer Notes

You can choose to add a preparer note to multiple jurisdictions for a company, or you can choose to add a preparer note for a specific jurisdiction across multiple companies at the same time.

Using the Right Click Menu Option

1. Right-click on a jurisdiction in the Active Tree (Alaska in the picture) and select Add Note To Multiple Jurisdictions.
   
   
   
2. A Multiple Notes dialog box will appear. Type your note in the white note box area.
   
   
   
3. Select:
   1. The first option if you would like the note to be applied to all of the active jurisdictions for the current company. OR
   2. The second option if you would like the note to be applied to only the selected jurisdiction for all of your companies. (In the picture, the note will be applied to Alaska for all of your companies that have Alaska activated.)
4. Press Save. The note will be applied only to the tax year and module you are currently in.

Using the Preparer Notes Editor Option

You may also add a jurisdiction preparer note to multiple jurisdictions by going to the Preparer Notes editor.

1. From the active tree, load a return within a jurisdiction to which you would like to add a note.
2. Click on the Preparer Notes icon on the right side of the screen.
3. Click on the jurisdiction tab within the Prepare Notes interface (Alaska in the picture), then click on the note editor button at the top left of the interface.
   
   
   
4. A Multiple Notes dialog box will appear. Type your note in the white note box area.
   
   
   
5. Select:
   1. The first option if you would like the note to be applied to all of the active jurisdictions for the current company. OR
   2. The second option if you would like the note to be applied to only the selected jurisdiction for all of your companies. (In the picture, the note will be applied to Alaska for all of your companies that have Alaska activated.)
6. Press Save. The note will be applied only to the tax year and module you are currently in.

Steps to add Return Specific Preparer Notes

You can choose to add a preparer note to multiple returns for a company, or you can choose to add a preparer note for specific returns across multiple companies at the same time.

Using the Right Click Menu Option

1. Right-click on a return in the Active Tree and select Add Note To Multiple Returns.
   
   
   
2. A Multiple Notes dialog box will appear. Type your note in the white note box area.
   
   
   
3. Select:
   1. The first option if you would like the note to be applied to all of the active returns for the current company (The note will be applied to all active returns for every jurisdiction in the current company.) OR
   2. The second option if you would like the note to be applied only to the selected return for all companies. (In the picture, the note will be applied to the Arizona form “Premium Tax (E-TAX)” for all of your companies that have this form activated.)
4. Press Save. The note will be applied only to the tax year and module you are currently in.

Using the Preparer Notes Editor Option

You may also add a preparer note to multiple returns by going to the Preparer Notes editor.

1. From the active tree, load a return to which you would like to add a note.
2. Click on the Preparer Notes icon on the right side of the screen.
3. Click on the return tab within the Prepare Notes interface (Premium Tax (E-Tax) in the picture), then click on the note editor button at the top left of the interface.
   
   
   
4. A Multiple Notes dialog box will appear. Type your note in the white note box area.
   
   
   
5. Select:
   1. The first option if you would like the note to be applied to all of the active returns for the current company (The note will be applied to all active returns for every jurisdiction in the current company.) OR
   2. The second option if you would like the note to be applied only to the selected return for all companies. (In the picture, the note will be applied to the Arizona form “Premium Tax (E-TAX)” for all of your companies that have this form activated.)
6. Press Save. The note will be applied only to the tax year and module you are currently in.