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CCH Software User Documentation

About Notes

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Note Types

You can create unformatted notes using the following note types:

  • Disclosure Note

  • Working note

  • Reason for estimated figures 

When you create a note you have a choice of three different note types:

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  • Tax Return Disclosure note
    Text under this type appears in the Additional Information section on the tax return.

  • Explanation of estimated values
    Text under this type appears in the Additional Information section on the tax return.

  • Working note
    Text under this type will not appear on the tax return.

A notes icon appears under Tax Return Data beside the tax return sections that contain notes. This is illustrated in the following example.

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