Disclosure Notes Window

Accessing the Disclosure Notes Window

Local notes are created and maintained at database level from File > Maintenance > Tax settings > Personal Tax > Disclosure notes.

Disclosure Notes operate in a similar way Letter Paragraphs, with the following differences:

• Form – the tax return page on which the note is to be displayed
• Order – Replaces Section and Sub Section in Letter Paragraphs.  Determines the priority in which notes are order on the tax return page.
• Text Editor – Please note that due to the restrictions on formatting disclosure notes enforced by HMRC & Online filing, only the Add data option is available.  A spell checker is provided in the text box.