On the Notes Log page, type the content of the note. There is ample room to store most messages.  Extra spaces (such as extra carriage returns between paragraphs) may be deleted when the note is saved. Press Add Note when the note is ready.  The display will return to the previous page and the note will be visible in the log.  If Back is pressed, the display will return to the previous page without saving the note.

 

Notes Log Pane

Commentary on transactions

The Notes Log displays all notes that have been entered into the system for this transaction.  The notes include system notes as well as notes placed by any internal representatives.  Notes may also be added at to indicate any areas of potential concern.

For instance, notes may have been placed if the return was originally incomplete, pending, or was saved without filing for some other reason.

 

Step by Step for Adding Notes

  1. From your work space in the FTS system, press Add Note to Log to get to the notes entry text page
  2. Type your note text into the upper text area 
  3. Press Add Note to put the note in the log
  4. Press Back to return to the previous work space