Client Diary

The Client Diary is a convenient method for recording pertinent information that would not otherwise appear in the taxpayer’s return. Each return is assigned a page in the Client Diary. You can add as many notes as you like to each return.

You can add a note to a Client Diary in two ways:

• Click the Diary tab on the Query Results dialog box, or
• While the return is open, click the Tools menu and Client Diary.

Enter a Note from Query Results

To enter a note from the Query Results dialog box, use the following steps:

1. Click the Diary tab.
2. Click Add Note. UltimateTax automatically inserts the date, day, time, and user name.

3. Type your note.
4. Click Save Note.

Note: To save the note, you must click the Save Note button before closing the Query Results dialog box.

Enter a Note from within a Tax Return

To enter a note from within a tax return, use the following steps:

1. Click the Tools menu and click Client Diary.

UltimateTax displays the Client Diary window:

2. Click the New Entry button to add a note. UltimateTax automatically enters the date, time, and user name in the text box.
3. Type your note following the user name.
4. Click the Save Notes button to save the note.
5. To close the Client Diary, click the Exit button.

Note: UltimateTax places new notes at the top of the text box.